Individual Tracking Summary - Profile View

Accessing the Profile

Open a Lead or Contact record. Then, open the Lead or Contact's Related Menu and click Profile.

This screen will appear:

All of this is matched via the email address in the Email Address 1 field of the Contact/Lead.In the bottom left frame is Posted Web Form Fields. This is a list of every field this person has filled out in a form. It shows the field they filled [Label], what they placed in the field [Value] and the name of the form [Form].

In the bottom right frame is the Tracking Summary which displays:

• Email activity:
  Emails sent to the Contact, as well as relevant Delivers and Clicks are recorded here.
• Web activity:
  All visits to your site are recorded here.
• Submitted Forms:
  Form submissions are recorded here.

All of the items listed in the frames are clickable which will give you more detail on each activity.

Not Connecting? Connections are made based on the email address. As of version 10.5, the LinkedIn, Twitter and Facebook fields have been removed from the Contact and Lead forms and social data will not populate. We are looking into alternatives for pulling this social information for Contacts and Leads into Dynamics, and we will share more information as it becomes available.

(Dynamics 2013/2015)Accessing the ClickDimensions Contact/Lead form

First, go to a Contact or Lead record and change the form that you are looking at to ClickDimensions.

(If you do not see this, proceed to the next step as you have an older version of ClickDimensions.)

NOTE: You can also add this Profile button to other forms that you use if you would like. To do that see this article.

On this ClickDimensions form you will see some fields related specifically to ClickDimensions data like "Total Score" and "Identified On".

Accessing the Profile

Open the Lead or Contact's Related Menu and click Profile.

This screen will appear:

All of this is matched via the email address in the Email Address 1 field of the Contact/Lead.

In the bottom left frame is Posted Web Form Fields. This is a list of every field this person has filled out in a form. It shows the field they filled [Label], what they placed in the field [Value] and the name of the form [Form].

In the bottom right frame is the Tracking Summary which displays:

• Email activity:
  Emails sent to the Contact, as well as relevant Delivers and Clicks are recorded here.
• Web activity:
  All visits to your site are recorded here.
• Submitted Forms:
  Form submissions are recorded here.

All of the items listed in the frames are clickable which will give you more detail on each activity.

Not Connecting? Connections are made based on the email address. As of version 10.5, the LinkedIn, Twitter and Facebook fields have been removed from the Contact and Lead forms and social data will not populate. We are looking into alternatives for pulling this social information for Contacts and Leads into Dynamics, and we will share more information as it becomes available.