Focus: The focus of this public FAQ/Self Help guide is to provide you with an overview and details for the Contacts section of Cliently.
What are Contacts?: The Contacts page is designed to provide users with a list view of all the contacts/leads currently available in their Cliently account. This view will allow the user to see important information about each contact.
Event times shown on contacts: Please note any times shown on the Contacts page will be shown in your current devices timezone. This is based upon your web browser/computer settings.
More updates coming soon! Please note: The Contacts page is still in development, as we plan on adding more options to this page very soon. Be sure to check back often!
Step 1: Accessing Contacts On the left side navigation, click on the “Contacts” icon.
From Deals, Flows, Find Leads or Settings:
Step 2: Filtering and Segments for contacts Cliently also offers 17 filters in order to do more specific type of filtering for your contacts by different types of data. Including by “Team Member”, “Last Engaged”, “Last Contacted” and much more. Click here to learn more about using this type of filtering. https://faq.cliently.com/en/articles/3759982-how-to-use-contact-filtering
Step 3: Total amounts. The Defined by Filter by, at the top section of the screen, will provide an overview of the total number of contacts/companies you have in your account.
Please note: These contacts will be found on the “Deals” page, across all users, across all pipelines and stages. This includes all active and “archived” contacts and company records.
Step 4: Contact Search. On the right side of this screen, you will click on the ‘magnifying’ glass to access the contact search field. Using this feature will allow you to search for contacts or companies by using 3 or more characters. You can perform searches using the contact name, the company name, or the contact’s email address. Up to 10 contacts will be shown in an open ended search. Once displayed, you can then click on the specific contact to bring them up in the contact view and review all information pertaining to the contact. This can be done by using the columns in step 5.
Step 5: Breakdown of each column. In the following section, we will break down each contact and provide their individual details.
Step 5-A: Column Sorting. Last Engaged is set by default for sorting. However, you can also click on each column to sort. Sorting is defined by the following for each column:
- Name: alpha (a-z) by first name
- Last Engaged: sorts by most recent first
- Last Contacted: sorts by most recent first
- Next activity: sorts by most recent first
- Recent flow:
A. Alpha > by title of flow (Any flow that has a name), then by NONE’s; then by,
B. Status > Active, Not started, Stopped (None is already pushed to bottom)
C. Alpha > Contact First Name
6. 7 day Engagement: highest to lowest (descending)
Step 5-B: Name Column. The name column will provide the contact’s full name, job title, and company name. You can then hover over their name for information about the contact’s deal and current state.
Accessing Contact popup from the name link. By Clicking on the contact name, you can access the contact card. Here you can review the contact and company fields, add/update a flow, complete a task, add company notes and use Instant action to engage your clients.
Example Deal/Contact card:
Step 5-C: Last Engaged. This highlights the most recent engagement from your lead - this data is triggered by your digital outreach - i.e. email and video messages only. Engagement events include opened, clicked, watched, replied. You can hover over the icons provided to show a more detailed review of the most recently engaged action. From the hover, you can access replies from your recipients and open the original message by using the vertical “ellipses”.
Step 5-D: Last Contacted. This highlights the most recent engagement from your lead - this data is triggered by your digital outreach - i.e. email and video messages only. Engagement events include opened, clicked, watched, replied. Hovering will allow you to view details of the latest contacted event, showing the date and time.
Step 5-E: Next Activity. If there is a scheduled action in the future, it will be listed here. Hover to see the scheduled date/time.
Step 5-F: Recent Flow. If a flow has been added to the contact, the flow will be shown here. You can hover over the flow name to show the started/estimated end date, etc… If the flow has been stopped or has any errors, this data could also be found under the hover information.
Step 5-G: 7-Day Engagement. This is a count of engagement activity over the last 7 days for each contact. The 7-day window includes today. You can then hover over the number for additional information on the exact number of replies, opens, clicks, watches, “Sent by (email sent to you outside Cliently)”. that have taken place.
Step 6: Add to flow. From the Contacts page, you can also add a contact directly to a Global flow. Click on the red plus “+” button to start. Click here to review about creating your first global flow.
Step 6-A: Select a flow. In our first step, we will select a global flow to be assigned to this contact. Please note: If you have a flow already active a message will remind you about switching this contact to a new flow. We will also include information if that contact has been unsubscribed or archived.
Example of a contact in an active flow:
Step 6-B: Review your existing flows to be used. This pop-up will give you the chance to review your existing flows that have been published. For each flow available, it will also provide the number of “actions” in the flow, the number of “days” over which the flow takes place, and the captured overall engagement percentage. (This is calculated by the amount of engagements for the entire length of the flow’s existence in your account.)
Step 6-C: Flow setup. Here, you can review the settings for the flow. This includes the flow engagement settings and flow schedule.
Step 6-D: When to send. The final step is to choose when to start this flow’s engagement. You can select to “Send Later”, to choose a specific date and time for your flow actions to begin processing, or you can select to “Add to Flow” to begin processing your flow actions immediately.
Step 7: Add to flow/campaign - Multiple contacts. From the Contacts page, you can use the very top checkbox to select all contacts, or select specific contacts and use the red “Engage” button to begin the process. Click here to review about creating your first global flow.
Step 7-A: Review contacts selected and select a flow. In our first steps, we will review contacts that have been selected. If any of your contacts selected are “already in an existing flow”, “archived” or “unsubscribed”, Cliently will let you know about those contacts and provide you with options to include them or not when assigning a flow.
Choosing a flow:
Step 7-B: Review your existing flows to be used. This pop-up will give you the chance to review your existing flows that have been published. For each flow available, it will also provide the number of “actions” in the flow, the number of “days” over which the flow takes place, and the captured overall engagement percentage. (This is calculated by the amount of engagements for the entire length of the flow’s existence in your account.) Access to shared flow is available as well for to use other team member’s flows.
Step 7-C: Flow setup. Here, you can review the settings for the flow. This includes the flow engagement settings and flow schedule, based upon the Global flow settings. Under “Contacts” you will notice the number of selected contacts will be displayed here. Please note, it will also show if any selected contacts have been “unsubscribed”.
Step 7-D: When to send. Next step is to choose when to start this flow’s engagement. You can select to “Send Later”, to choose a specific date and time for your flow actions to begin processing, or you can select to “Add to Flow” to begin processing your flow actions immediately.
Options for send later.. Here you can choose a specific day, month and time to start the flow/campaign.
Step 7-E: Start campaign. The final step is for a review and confirmation you are ready to assign a flow to the selected contacts. Click the red “Yes” button to begin.
Once added, the Contacts screen will be displayed. Do a quick refresh on the page to see your contacts be updated with Next Activity and Recent Flow used.
Step 8: Stop flows individually or in masse. Cliently also offers the ability to stop a flow from for a contact individually or in masse for multiple contacts at once. This can be done by selecting contact(s) and then using the ellipses “...” and click on Stop Flows. Click here to learn more…
Need Help? If you need any help with using the Contacts page, please login to your Cliently Account and click on the blue “Help/Chat” icon found on the bottom right side of your screen.