The effective management of your contacts is essential for optimizing your interactions and your campaigns. In Sarbacane Engage, you can access a detailed view of each contact: an individual record containing all the information necessary to track their activity and interact with each one of them.
As part of using Sarbacane Engage, the management of your contacts is simplified thanks to a global overview as well as an individual record dedicated to each contact.
To access a contact's record:
Go to the Contacts page using the sidebar located on the left side of the screen.
From the general contacts view, place the mouse cursor over the row corresponding to the contact you are interested in. You then have two options:
Click on the contact's email address (2).
Or click on View (3) to open their detailed record.
The contact record in Sarbacane Engage presents various information and options to enable you to efficiently manage your interactions with the contact.
From the contact's record, you first benefit from full access to their activity log. This log records the exchanges between you (or other users) and the contact, notifications of the contact's openings or clicks, etc. This information provides you with an overall view of the contact's activities and enables you to assess their level of engagement:
Important note: When a contact is created by a user with a synchronized email address, all emails exchanged since the creation of the contact between the user and the contact are visible in the contact's history. This information is also accessible to other users who have access to the contact's record. This functionality facilitates the contextualization and improvement of your interactions with the prospect. It is therefore advisable to exercise caution when creating contacts to prevent personal exchanges from being visible to other users.
Thanks to the contact record, it is easy to determine whether the contact is active or inactive in a sequence. This is represented by a colored indicator located at the top of the contact record:
A green indicator shows that the contact is active in at least one sequence.
A red indicator means that the contact is inactive in all sequences.
The contact record offers several practical actions that you can take in relation to this contact, in order to optimize the management of your interactions and personalize your approaches:
Search for other Contacts from the Company: If the contact’s company is specified, by clicking this button, you will be redirected to the company’s page on LinkedIn. This facilitates the prospecting of other contacts within the company.
Create a Note: Add personalized notes to keep track of specific interactions or important information related to this contact.
Create a Task or a Call: Schedule tasks or calls to be carried out for this contact, to ensure rigorous follow-up.
Send a New Message: Easily initiate a new interaction by sending a message directly to the contact.
Assign a Status: Assign a specific status to the contact to better categorize their current situation.
Change the Owner: Change the user to whom this contact is assigned.
Change the List: Move the contact to a different list for optimal organization.
Quick Access Icons: Use the icons to quickly access other information:
The contact’s LinkedIn profile, if the URL is entered in the LinkedIn field.
The contact’s website, generated from the email address.
Add the contact to the blacklist or delete it.
Edit Information: Update the contact’s information as needed.
The Sequences tab allows you to view the sequences in which the contact has been added, as well as the associated statuses (e.g. Replied). This provides you with an overview of the contact’s progress.
If the contact is active in a sequence, you can temporarily pause it in the sequence using the pause icon. If necessary, use the Remove from sequence button to permanently remove it from the sequence.
The Variables tab allows you to view the custom variables that have a value for this contact. This gives you the ability to personalize your communications with precision.
The contact record in Sarbacane Engage allows you to easily access a detailed overview of the contact’s activity, as well as a variety of actions and features for optimal management and interactions. Effective use of these features enables you to cultivate successful and personalized relationships with your contacts.
