This article...
- Describes how to access and review a contact’s history, including their activity and engagement across multiple organizational areas.
- Details the various activity tabs available, such as Messages, Surveys, Events, Subscriptions, and more, with relevant tracked metrics.
- Explains how to export a contact’s activity data for the active tab into a .csv.
The Contact History page has several tabs that provide details about a contact’s activity, such as their participation in surveys, which events they've attended, and their subscriptions.
To review a contact's history:
- Access the Admin interface.
- Navigate to Contacts > List.
- Select a contact and click History above the list to the right.
Review contact activity
Use the tabs across the upper part of the page to access information about this contact's involvement and participation in your organization's activities. The contact's participation in various activities is tracked, and you can use this information to ensure that contacts are properly engaged and meeting any requirements that your organization might have established as conditions of "active" membership. If a member has been disengaged, you can use this data to encourage him or her to take a more active role.
Contact activities
| Activity | Description |
|---|---|
| Messages | The messages that have been sent to the contact and when. You can also see if the message delivery was successful and whether the contact opened it. Link Details shows which links the recipient clicked. |
| Surveys | The surveys that the contact has submitted and the submission date. |
| Faxes | The unique name that was assigned to the fax for tracking, as well as the date on which it was sent, whether the transmission was successful (status), and the duration of the connection. |
| RSS | This feature is no longer available. |
| Subscription | The subscription that the contact has submitted via their Subscription Management Page (SMP) and when their subscription was updated. |
| Unsubscribe | The messages that were sent to the contact and which contained Unsubscribe links which the contact clicked, as well as the date of the unsubscribes. |
| Suppression | The status of the contact's suppression, including the suppression type and date of suppression. |
| Spam | The message that was the source of the spam complaint and the date that the complaint was reported. |
| Events | The events that the contact has registered in the Events module and the registration fee. |
| Social | This feature is in development review and currently unavailable. |
| Automation | The campaigns in which the contact is currently enrolled, the status, and when they joined the campaign. Click Show Engagement Details for additional information.
NOTE: If the Campaigns module is enabled, the information will be recorded to the Messages tab. |
Export contact history data
The history page has a static Export button in the upper right. You can use it to export a .csv file of the contact's activities for the active tab.
NOTE: The Export button will not generate files for the Automation and Social tabs.
To export activity data:
- Click the Export button. A dialog displays indicating the export is in progress.
- When the export is complete, click Get File.
- Select a location and save the file.
- Click the X to close the dialog.
NOTE: You can navigate away from this page without disrupting the export process.
To view the export file:
- Navigate to where you saved the file and open it.