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Contacts

The Contacts section helps you manage your business relationships and track document engagement with your contacts.

What are Contacts?​

Contacts are simplified customer profiles that focus on:

  • Basic Information: Name, email, phone, address
  • Document Sharing: Share smart documents and track engagement
  • Activity Tracking: Monitor page visits and document interactions

Key Features​

1. Contact Management​

  • Add Contacts: Create new contacts manually or import from CSV
  • Contact Types: Person or Company
  • Basic Info: Name (required), email, phone, address
  • Profile Images: Upload or auto-generate avatars

2. Smart Document Sharing​

  • Share Documents: Send smart documents directly to contacts
  • Track Engagement: See which documents have been opened
  • View Analytics: Monitor document interaction history
  • Status Tracking: View/Not Viewed indicators

3. Page Visit Tracking​

  • Visit History: Track when contacts visit your website
  • Activity Timeline: See all contact interactions
  • Engagement Metrics: Monitor contact engagement levels

How to Use Contacts​

Adding a Contact​

  1. Click "Add Contact" button
  2. Fill in contact details (name is required)
  3. Choose contact type (Person or Company)
  4. Save the contact

Sharing Documents​

  1. Open a contact's profile
  2. Click "Share Doc" in the Smart Documents section
  3. Select the document to share
  4. Track engagement in the contact's profile

Viewing Contact Activity​

  • Page Visits: See when contacts visit your site
  • Document Views: Track which documents were opened
  • Timeline: View all contact interactions chronologically

Contact List Features​

  • Search: Find contacts by name or email
  • Filter: Filter by contact type (Person/Company)
  • Sort: Sort by name, creation date, or activity
  • Bulk Actions: Select multiple contacts for bulk operations

Getting Started​

  1. Add Your First Contact: Use the "Add Contact" button
  2. Share a Document: Try sharing a smart document with a contact
  3. Track Engagement: Monitor how contacts interact with your content
  4. Import Contacts: Use CSV import for bulk contact creation

The Contacts system is designed to be simple and focused on document engagement tracking, making it easy to manage your business relationships and measure content effectiveness.