Contact Details General Information

The General Information section on the Contact Details page allows you to view the following information about a contact:

Tip: To get to the Contact Details page for a contact, go to Contacts > Search, search for your contacts, and then click on the email address of the contact you want to view data/metrics for.
Contact Details: General Information
Data Description
Created The date and time the contact was added.
Source Indicates how the contact was added to your account. Contacts can be added via:
  • Manual addition (Bronto)

    If a contact source was provided when the contact was added, the contact source provided will be displayed.

    For more information on manually creating contacts in the application, see Creating an Individual Contact.

  • Bulk import

    If the contact was imported as part of the import process in the application, the source provided on the first page of the import process will be shown here as well. For more information importing contacts into the application, see Contact Imports.

    If the contact was added via Direct Import, the value provided in the source parameter will be shown here as well. For more information on using Direct Import, see Direct Import.

  • API session

    If the contact was added via the API and a value for the customSource property was passed in, that value will be displayed. If the contact was added using the Data Loader, the text API session will be displayed.

    For more information on adding contacts using the API, see the documentation on the updateDeliveries API call. For more information on using the Data Loader, see Data Loader.

  • Web page form sign-up (Name of the webform) (IP Address)

    If the contact was added via a webform, the name of the webform will be displayed, along with the IP address where the form was hosted.

    Contacts added using Direct Add and Pop-up Manager will be displayed as web page form sign-ups. For more information on using Direct Add, see Direct Add.

  • Salesforce import

    If the contact was imported as part of a Salesforce import, the contact source you provided on the first page of the Salesforce import process will be displayed.

    For more information on importing contacts from Salesforce, see Importing a Salesforce Report.

Last Modified The last date and time metrics or data pertaining to the contact were modified.
Status The current status of the contact. A contact can have one of the following statuses:
  • Active: Contacts with a status of Active are contacts that can receive emails from you.
  • Onboarding: Contacts with a status of Onboarding are new contacts who are waiting to be sent their first marketing email from you. Once they are sent their first marketing email from you, they will enter the automated onboarding process. After they complete the automated onboarding process, their status is switched to Active.
    Tip: For more information on automated onboarding, see Automated Onboarding.
  • Transactional: Contacts with a status of Transactional can only be sent transactional emails. A transactional email facilitates an agreed-upon transaction, or updates a customer in an existing business relationship. The primary purpose of the email must be transactional in both the subject line and body. It is permissible to mix in a marketing message/offer in the body. But if a marketing message/offer is added it cannot be the primary purpose of the email and must be included after the transactional content. The marketing portion can be up to 50% of the message as long as it is below the transactional content in the message. Examples of transactional emails include order confirmations, shipping notices, changes in account status, etc. Transactional emails are exempt from CAN-SPAM compliance in the US, but we suggest that all transactional emails adhere to our suggested best practices. For more information on Transactional Emails, see Transactional Emails.
  • Unsubscribed: Contacts with a status of Unsubscribed have either unsubscribed themselves from receiving marketing emails from you, or were unsubscribed by you. Contacts can unsubscribe themselves by clicking an unsubscribe link, or by manually marking an email from you as spam in their inbox. When a contact is unsubscribed, their status changes to Unsubscribed. When their status is changed to Unsubscribed, the contact will no longer receive marketing emails from you. The contact can still receive transactional emails from you. The contact will also remain on any lists they have been added to.
  • Bounce: Contacts with a status of Bounce cannot be sent emails because they have hard bounced due to a bad email address, or they have exceeded the bounce limit set for your account.
    Tip: For more information on bounced messages, see Email Bounce.
  • Unconfirmed: Contacts with a status of Unconfirmed have not yet agreed to receive marketing emails from you. Remember, one of our policies is that contacts must agree to receive marketing emails from you in order for you to send to them. One way to move Unconfirmed contacts to Active status is to send them an email that includes a Subscription Confirmation webform which will allow them to double opt-in.
Email Preference The contact's email preference, either HTML or TEXT.
Dynamic Preview Displays enabled if Dynamic Preview has been enabled for the contact.

Dynamic Preview allows you to preview an email message or an SMS message as if you were a specific contact in your account.

For more information on enabling Dynamic Preview for a contact, see Creating an Individual Contact.