Contacts, along with advocates, are the two essential ingredients required to create an interaction. An advocate—the person helping an organization achieve their goals by engaging and interacting with people—communicates with a contact, the recipient of this communication. The advocate interacts either in-person, via a phone call, or personal email.
When an advocate clicks on either the Walk [link], Call [link], or Email [link] activities, or an Assigned List, they will find a list of contacts who need to be interacted with.
A contact record includes a variety of information including:
- The Contact's Name
- Any available contact information like a phone number or email address
- A variety of additional information can be found by clicking the “i” information button, including the precinct and voting history (for political campaigns).
Contact records have three primary buttons:
- - The Interaction button:
- - The Interaction History button that shows any prior interactions by the user or anyone else in the organization, and when those interactions took place.
- - An edit button, to be used when the contact record requires updating. For instance, the record could be updated to include a more recent email address or phone number if the contact is comfortable sharing that information. In circumstances where an entirely different person lives at that address, the entire contact record may need updating or a new contact may need to be created using the Add a Contact [link] button.
Contact records also have two helpful buttons on the right-hand side of the contact:
- - Locate Me button that centers the map on the contact's location or pushpin
- - The Information button which displays additional contact information including their ethnicity, precinct, and voting history.