Zavon

A person’s profile

Overview

A person’s profile shows everything Reach knows about one person. The overview gives their engagement, their fit and what they receive. The timeline lists what they did and what you sent them, newest first.

Before you start

You need a role that can read people.

The timeline fills itself from registrations, check-ins, emails, list changes, tags and workflows. You do not add to it by hand.

Read the overview

  1. Open the person

    In the sidebar, select People › Contacts. Then open the person.

  2. Read the scores

    On Overview, read Engagement and Fit. Each one shows the reasons for its number.

  3. Read what they receive

    Under What they receive, read the lists and newsletters they are subscribed to.

  4. Summarise

    If AI assistance is on, select Summarise. A short summary of the person shows.

A person’s overview in Reach: an engagement ring and a fit ring with their reasons, recent activity, notes, dates and what they receive
A person’s overview. Shown with a fictional organisation.

Read the timeline

  1. Open the timeline

    Select the Timeline tab. The newest activity shows first.

  2. Show one kind

    Set Show only to one kind of activity. Select Everything to show all again.

See the emails sent to a person

  1. Open the emails

    Select the Communication tab. Each row is one email Reach sent to the person, with its Subject, Source and Status.

  2. Filter the list

    Select Filter to show one Kind, Newsletter or Status.

  3. See the copy

    Select View email in a row. The copy the person got opens beside the list.

Troubleshooting

If Fit does not show, your organisation has no fit rules yet. See People fields.

If the overview says notes are not shown to you, your role cannot read notes. Ask an administrator.

If View email is not available, your role cannot open where the email came from, such as its newsletter or workflow.

Good to know

Engagement. Engagement is points for what the person did in the last 90 days. Recent things count more.

Lapsing. A person is lapsing when they are away for more than twice their usual gap between visits.

Only what you may see. Some activity, such as wellbeing, shows only to roles that may read it.

Exact copy. A copy marked Exact copy matches the record taken when it was sent. A Reconstructed copy is drawn again from the issue.

Notes and tasks: write down a call or a visit, and give a colleague a task.
People fields: stages, fields and fit.
Insights: the whole community at a glance.