What is Contact Timeline in My Audience?

Modified on Tue, 12 Dec 2023 at 11:44 AM

The "My Audience" section of the Dashboard allows you to analyze your audience across all physical and digital channels. All interactions with your audience are automatically recorded and updated here. For example, if someone fills out a lead generation form on one of your Mini Pages or gets converted into a contact from a Paper Business Card, their information will be saved as a Contact.

The "Contact Timeline" section provides an analysis of all interactions that have occurred with a contact or lead. These interactions can include how they became a lead or contact, such as coming from a Mini-Page. Additionally, you can view all Contact Engagements you've had with them and access enriched information provided by the AI after analyzing the contact's details, among other features.

To locate the Contact Timeline section, follow these steps:

  • Find and click on the contact for which you want to view the Contact Timeline. 

  • Once inside the contact's information, you'll find the Contact Timeline displayed on the right side of the screen. This timeline provides details about the actions the contact took to become either a lead or contact, their interactions with you, and any valuable information discovered by the AI regarding the contact. Within this section you can add Event Notes and Reminders regarding any interaction you have had with the prospect.

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