Sarbacane Engage: How to access your contacts’ profiles?

Effective management of your contacts is essential for optimizing your interactions and campaigns. In Sarbacane Engage, you can access a detailed view of each contact: an individual file containing all the necessary information to track their activity and interact with each of them.

Access to the Contact File and Detailed Activity View

In the use of Sarbacane Engage, managing your contacts is simplified thanks to a global overview as well as an individual file dedicated to each contact.

To access a contact's file:

• Head to the "Contacts" page using the sidebar on the left of the screen.
• From the general view of contacts, hover the mouse cursor over the line corresponding to the contact of interest. You then have two options:
• Click on the contact's email address (2).
• Or click on "View" (3) to open their detailed file.

Overview of the Contact File

The contact file in Sarbacane Engage presents various information and options to allow you to effectively manage your interactions with the contact.

Utility of the Contact File

From the contact's file, you primarily benefit from complete access to their activity log. This log records exchanges between you (or other users) and the contact, notifications of openings or clicks by the latter, etc. This information provides an overview of the contact's activities and allows you to assess their 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 file. This functionality facilitates the contextualization and improvement of your interactions with the prospect. Therefore, it is advisable to be cautious when creating contacts to prevent personal exchanges from being visible to other users.

Tracking Activity in a Sequence:

Thanks to the contact file, it's easy to determine if the contact is active or inactive in a sequence. This is represented by a colored dot located at the top of the contact file:

A green dot indicates that the contact is active in at least one sequence.

A red dot means that the contact is inactive in all sequences.

Actions Available from the Contact File:

The contact file offers several practical actions you can undertake in relation to this contact, to optimize the management of your interactions and personalize your approaches:

• Search for Other Contacts of the Company: If the contact's company is specified, by clicking on this button, you will be directed to the company's page on LinkedIn. This facilitates prospecting for 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 Call: Schedule tasks or calls to be made for this contact, for thorough 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: Modify 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 for quick access to other information:
  • To the contact's LinkedIn profile, if the URL is specified in the LinkedIn field.
  • To the contact's website, generated from the email address.
  • Add the contact to the blacklist or delete them.
• Edit Information: Update the contact's information as needed.

Tracking Sequences

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 offers an overview of the contact's progression.

Sequence Management

If the contact is active in a sequence, you can temporarily pause them in the sequence using the pause icon. If necessary, use the "Exit sequence" button to permanently remove them from the sequence.

Custom Variables

The Variables tab allows you to view the custom variables that have a value for this contact. This offers the possibility to precisely personalize your communications.

The contact file in Sarbacane Engage provides easy access to a detailed overview of the contact's activity, as well as a variety of actions and functionalities for optimal management and interactions. Effectively using these features allows you to cultivate fruitful and personalized relationships with your contacts.