This article is a step-by-step guide showing you how to view an individual contact, you may want to view an individual contact to check their status, view all their survey correspondence or edit them.

 

View an individual contact

 

To view an individual contact, click on the ‘Contacts’ tab on the top panel.

 

 

This takes you to the Contacts main page.

 

To find the contact you’d like to view, you can look through the list or search for an individual contact by using the search bar on the left-hand side. 

 

 

Once you’ve found the contact, hover over them and you’ll see three dots appear on the right-hand side.

 

 

When you click on the three dots, 3 options appear in a dropdown underneath.

 

Click on ‘Profile’.

 

 

Alternatively, you can click on the contact’s email in the contacts page.

 

 

You’ll now see the contact’s profile, here you can see a timeline of all survey correspondence.

 

On the left-hand side, you can see the contact’s status.

 

This can be edited by Admin users. Manager, Supervisor and Agent users cannot edit a contact’s status.

 

 

Underneath that, you can view their conversations.

 

 

Underneath that, you can edit the contact.

 

This can only be done if you’re an Admin, Manager or Supervisor user. Agent users cannot edit contacts.

 

 

Underneath that, you can view what consent messages they have responded to.

 

 

To head back to the Contacts main page, click ‘Back to contacts’.