How do I use the upgraded contact report?
After May 25, 2023 Mindmatrix will release an additional update to Mindmatrix Bridge that will include an upgraded contact activity report. You can access this report by clicking on any contact in Mindmatrix and navigating to the report section.
The contact activity report contains key information about any contact in the platform:
- Current score and scoring history
- Subscription status
- Active automated email programs and playbooks associated with the contact
- Activity history, such as website pages visited or emails opened
- Recipient lists where the contact is saved
- Timeline activity graph
- Individual contact information such as name, email address, phone number and company
- Interaction options such as - Push To CRM, Convert to User, and more...
While this information was present in previous reports, the new version makes it much easier to find.
Contact activity report preview:
Contact feed preview:
Website visits and collateral interactions such as form completions or assets viewed:
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