Viewing a contact
Learn about contact details.
What we'll cover
1 Overview
While you may think of a contact as just an email address and some associated information like first name and last name, Tarvent provides much more detail about a contact, enabling you to manage who they are and how they behave in one place.
At the top of the contact screen, you will see the contact’s email address, status, and any tags associated with the contact. Similar to other contact data, such as first and last names, tags can be associated with a contact. You can use tags for segmentation, dynamic content, journeys, and more.
Engagement information
Below the header you will see the Engagement information panel. This panel summarizes how this contact is interacting with your emails and other activities.
- Engagement score – a 0–100 score that reflects how recently and how often the contact has engaged with your emails (opens, clicks, replies, etc.). Higher scores indicate stronger current engagement.
- Engagement level – a simple label that groups similar scores together (for example, Cold, Warm, or Hot) so you can quickly see how active the contact is.
- Lifecycle stage – shows where this contact is in their engagement journey with your brand (for example, New, Active, At risk, or Dormant). Stages adjust automatically based on how long it has been since their last positive interaction and how often you send campaigns.
- Churn risk and Unsubscribe risk – percentage-based indicators that highlight how likely a contact is to disengage or unsubscribe if you keep sending to them with your current pattern.
- List fatigue – helps you see whether this contact may be receiving too many emails for their current level of interest.
The cards under the main metrics provide additional context:
- Peak performance – shows the highest engagement score this contact has reached once enough data is available.
- Behavior pattern – describes how the contact typically behaves (for example, primarily a clicker, opener, or sharer).
- Send status – a quick indicator such as Okay to send or Caution send that helps you avoid over-sending to contacts who may be at higher risk of churn or fatigue.
All engagement metrics are calculated automatically by Tarvent and update throughout the day as new activity occurs. Contact-level engagement scores are refreshed regularly based on recent activity, and audience-level trends are updated on a daily schedule. Separate help articles provide deeper explanations of how each metric is calculated and how to use them in your strategy.
Pro tip: Use Smart Filters (such as VIP contacts, At Risk, or High re-engagement priority) as ready-made segments or as rules inside your own custom segments and journeys so you can target the right contacts without building complex filters from scratch.
Note: Engagement scoring is new, so it needs some time to settle in. For the first 60 days, all existing contacts (and any new contacts you add) are treated as "New," and their engagement data is still in the onboarding period. After that 60-day window, you’ll start to see more complete and reliable engagement scores for each contact.
2 Profile
A contact's profile represents the contact's values for each data field configured for an audience. The system-generated fields are at the top by default, with custom fields displayed below. You can change this page's layout and the Contact "Add" screen by creating data field categories.
3 Groups
Each checked group indicates the groups that the contact is associated with. Check and uncheck groups to control which groups the contact is associated with. You can allow contacts to join public groups using sign-up and profile update forms. You can also change associated groups using Journeys. Unlike other areas of Tarvent, group changes are saved in real time, so you don't have to worry about saving your changes.
3 GDPR permissions
Below groups, you may also see GDPR or other permission settings. These represent the marketing permissions for the contact (for example, whether they have agreed to receive email marketing). Updating these permissions immediately affects how Tarvent treats the contact in campaigns, segments, and journeys.
4 Activity
Tarvent displays today's activity. Activities include status changes, profile changes, opens, clicks, form submissions, journey activity, and more. To see activity for another date range, click on the Activity navigation item to the left of the dialog.
The events shown here are also used by Tarvent to update the contact’s engagement score, lifecycle stage, and other engagement metrics. When you see new opens, clicks, or other positive interactions in the activity feed, you can expect Artitelli to update the engagement information panel shortly after.
5 Notes
Store notes about interactions or other details related to a contact. These are internal notes that are never accessible by the contact in any way. Each note displays the Tarvent user who created the message and when the note was created. Similar to a smartphone messaging app, your notes will be displayed on the right. In contrast, other Tarvent users' notes show on the left. You can also delete notes as needed.
6 Replies
Easily review your contacts' replies along with the date and time each reply was received. To read the full reply message, simply click on the "View Reply" button.
Pro tip: Enable the "Campaign reply received notification" to receive notifications when a contact replies.
8 Details
In addition to the contact's profile, groups, and more, you will find some helpful information, especially if you plan to use the Tarvent API. The details section provides the contact ID used within the API and other information, such as how the contact was added to the journey.
The details also include the hard bounce and soft bounce counts. These represent the number of bounce events Tarvent tracked across all campaigns without Tarvent receiving a "delivered" event. While these counts can be reset, which is handy when testing various Journey and segmentation options, we suggest letting Tarvent handle these counts for you. The hard and soft bounce counts are used with account settings to automatically clean your list by flagging contacts as undeliverable once their counts reach an account-specific threshold.