Contact Status, Scoring and Activity Logs

Eric Velasco
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One of the best features of your RapidFunnel App is that it gives you the ability to know how your prospect/contact is responding to the resources you are sending them.

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Contact Statuses

You will see these statuses per contact like this:

1. Web Version/ Back Office:

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2. RF Mobile App

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  1. Blank - 

    • Contact does not have an email address associated or no campaign is assigned to the contact

    • Contact has been assigned to a campaign before, but campaign assignment is now changed to None

  2. New -  Contact has been assigned to a campaign, but has not opted in. No resources have been sent

  3. Viewed - Contact has viewed a resource. If the contact is also assigned to a campaign, this means he/she has yet to Opt-In

  4. Opted-In -

    • Contact has opted-in to the campaign

    • Has finished the campaign, and will receive any future emails added into the campaign 

  5. Opted-in & Viewed - Contact has opted-in and viewed a resource

  6. Bounced -  Email delivery permanently unsuccessful

    • Should your contact's status become bounced, the only way to get this contact's status changed or assign this contact to a campaign is if you delete the contact, then add him/her back to your contacts list

    • It is possible that there may have been a:

      • System Glitch

      • The email provider of the contact may have a very high email security (usually happens to corporate emails)

      • If the contact is using a commercial email address yet it bounces even after you delete and add him/her back, please reach out to support for further assistance

  7. Unsubscribed - Contact has requested to be unsubscribed from all emails, and will not receive any more system-generated emails from RapidFunnel.

  8. Released - Contacts can be added by another associate if they have not opted-in to the campaign within 20 days of being sent the opt-in email. Once the contact has been added by another associate to a campaign, the status will change from "New" to "Released"

  9. Complained - 

    • This contact complained that one of the emails they received was SPAM. No further emails will be sent to this contact.

    • Should you encounter a contact that has this status, we suggest that you delete the contact as this may affect your account status. After deleting the contact, you may always add him/her back to your contacts list and the status will be starting from blank

Activity Logs

Activity logs show a detailed information on what you have sent your prospects/contacts through RapidFunnel and how they have responded to them

Important Note

  • Since the activity log tracks every action your prospect does on the resources sent to them, they may appear as if they have been sent multiple times. We suggest that you look closely and see the action and timestamp of every log
  • You will see different Log Statuses depending on the action done by your prospect/contact to the resource/campaign/event invite, etc... that has been sent to them

Activity Log Statuses

1. SENT - Means that the message has been sent at this time

2. BOUNCED - Email delivery permanently unsuccessful. This will affect that particular contact's status. See what you need to do by clicking here

3. OPENED - The message has been received by your prospect AND has OPENED the message ONLY (NOT clicked the link in that message)

4. CLICKED LINK- Contact has clicked the link in the resource message/ campaign email

5. ENGAGED - The Contact has began watching a video resource. It will show a percentage of the video watched as well

 

How to view the Activity Logs of a contact via the mobile app

1. Go to Contacts, then tap the Contact that you would like to view

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2. On the Contact Details Page, tap the Activity Log tab 

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3. You will then see all the logs captured by our system telling you what your prospect has done with the materials sent via the RF system

NOTE: The logs will give you comprehensive detail and sometimes, people may mistake that a resource/email has been sent twice. See the example below:

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  • They all appear as Video Resource with the title Monogram Concierge. If you look closely, there are 3 logs with different statuses and time stamps. One says Sent (@ 9:07 AM), Clicked Link (@9:10 AM) and Engaged (@9:11 AM)

4. You will also see how the resource was sent (If it was sent via Email, Text/SMS, Social Media Sharing, or if it was sent by a Campaign you assigned your contact into

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DELIVERY METHOD ICONS

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How to view the Activity Logs of a contact via the RF Web Version/ Back Office

1. Once logged in, go to Contacts, then click the Name of the Contact you wish to view

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2. A pop-up will appear. On that Pop-Up, click View/Edit Details

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3. You will see the Activity Logs section at the lower-right part of the Contact Details page

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For Interpretation on the Delivery Method Icons, see this link: Delivery Method Icons

 

Scoring

RapidFunnel helps you in prioritizing by giving you an idea who among your prospects are the most interested in the resources or info you are sending them through contact Scoring

The system does generate automated scoring or you may also manually score by adding a Star Rating to your prospects if you prefer.

SCORING NOTES

  • Scoring is based on Contact Activity. You can view the list and scoring as shown below

  • Scoring started for all contacts on September 7, 2017. Scores prior to this date will not be updated retroactively.

Contacts "earn" points by performing actions such as:

  • Opting-in to Campaign = 10 points

  • Opening an Email = 1 point

  • Clicking on a link (email or direct sent via text/social) = 2 points

  • Scheduled "event" = 5 points/ event

  • Contact fills out a form on a capture page or video page = 5 points

  • Contact requests a call via the new "Request a Call" button on the video pages = 5 points

  • Rating increase = difference between the old rating and the new one (i.e. going from 2 stars to 4 stars will add 15 points)

  • Star Rating given by a user = 0-30 points:

    • 0 Stars = 0 points

    • 1 Star = 6 points

    • 2 Stars = 12 points

    • 3 Stars = 18 points

    • 4 Stars = 24 points

    • 5 Stars = 30 points

  • Time of video watched (Max points for any one video watched: 25 points):

    • Contact gets 1 point for every 20 seconds of video up to 3 minutes

    • Contact gets 1 point per completed minute for minutes 4 - 10

    • Contact gets .5 points per completed minute over 10 minutes

Video watched scoring examples:

  • Watches 2 minutes of a video: 2 min X 3 pts/min = 6 points
  • Watches 8 minute of a video: 3X3 + 5X1 = 14 points
  • Watches 22 minutes of a video: 3minX3 + 7minX1 + 12min X .5 = 22 points

Contacts lose points based on these actions:

  • Opt-out of campaign = -25 points

  • Spam Complaint = -50 points

  • Rating decrease = difference between old rating an new one (i.e. going from 4 stars to 2 stars will subtract 15 points)

  • Contact will also "decay" over time down to their "minimum" score (reminder: minimum score is based on user's star rating). Contacts start losing 1 point/day 7 days after their last activity. 

Hot Contacts

If your contact earns 50 points, your contact becomes a hot contact (This tells you that this contact really views / watches the resources you are sending him/her.

How to check your "Hot Contacts" via the RF Mobile App

1. Go to Contacts

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2. On the Contacts Page, tap the Hot List tab.

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3. You will then see the list of those contacts considered to be Hot Contacts. You will also notice a flame badge telling you that the contact is a hot contact. 

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QUICK LINKS:

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Should you have any questions, we are happy to help you:

1. Send us an email at support@rapidfunnel.com

2. Chat with us! on your app, go to More > Support 

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Then tap the Chat icon (or leave us a message through that as well)

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3. Join the discussion at RapidFunnel Community Forums

 

 

 

 

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