Setting up Contact Management in Kentico

Setting up Contact Management in Kentico

Contact management in Kentico is like an address book of your future and current customers. A great advantage compared to other systems is that you can easily use it for other marketing activities on your site. If someone comes to your site and fills in contact form, we can store the person’s info in our contact management and identify his or her activities.

However, before we start using the functionalities of Kentico’s contact management we need to setup our contact management module. The first step is to turn Online marketing functionality:

Go to Configuration > Settings > On-line Marketing > Enable on-line marketing (check the box).

Second, you have to enable logging of your customer activities – Go to Activities and check Log activities checkbox.

Once you enable those two setting, you’re basically ready to start –contacts and their activities will be tracked. There are few things to consider though.

Delete inactive contacts

If a contact don’t register, sign in or leave his or her details it will be recognized as anonymous. This can easily eat up your server and database resources. In the setting “Inactive contact” you have the option to delete inactive contacts. I prefer to setup this option: Delete contacts without an email address that were not active for the last X days and then setup X as number of days that my campaign is running. Usually this is 30-60 days.

Limit activities tracking

Tracking contact activities same as contact information can eat up server resources. I would recommend to limit activities to the ones that you need.

Mapping forms to contacts

The easiest way to identify your visitors is by mapping your existing contact form with Contact management fields. This is pretty easy to do: open your Content Management > Forms, edit your form and navigate to Contact Mapping. In here you can point your contact fields to contact management fields. So “Name” in my case is “First Name” in Contact management.



Important notes
  1. Don’t forget to assign “Email address”!
  2. If you have single fields for the first name and the last name assign it to the “Last name” field!

Mapping users, customers and subscribers to contacts

One great feature about Kentico is that mapping is done automatically and in case that need to track some custom information you can easily map new custom fields as well. Check Kentico documentation: Mapping fields to contact attributes how to do this.
https://docs.kentico.com/display/K9/Mapping+fields+to+contact+attributes

Extending Contact fields

In most cases default Contact Management doesn’t have all pre-defined fields that are required in our business. This could be the case if we want to import our existing contact from CRM or some other database. This can be easily fixed by extending fields in Contact management. Go to Modules > Contact management > Classes and edit Contact management – Contact. In here open Fields and add your custom fields. In my example I have added Channel that represents our sales channel.

Conclusion

Starting with Kentico Contact Management involves just these few steps. I would encourage you now to go to On-line Marketing > Contact Management > Activities. In here you can track your user activities and edit their details. This is a great starting point for implementing other marketing activities.

If you are interested in some more advanced configurations like: Geolocation, Contact merging or Contact segmentation I encourage you visit the Kentico documentation about Contact Management.
https://docs.kentico.com/display/K9/Contact+management