Contacts: Introduction and Topic Overview

1. What are contacts and what do I need them for?

In doo, contacts are event-independent person profiles. In contrast, bookings and attendees are always event-specific. A booking or an attendee always refers to one event, while a contact can be linked to several attendees and bookings from different events and provides you with an overall picture of this person’s activities in doo. Contacts help you in a variety of use cases. Below are some examples of what contacts can be useful for:

  1. In the contact details, you can see what activities are available for a person across all your events. For example, what event the person attended or what email messages they received. This information helps you better understand your customers and makes it easier for the event team to keep track of attendee inquiries and find activities.
  2. You collect and store data as part of events that you or your company need elsewhere. For example, you collect interest metrics that your marketing department wants to use for targeted marketing campaigns. Or you may want to use data from bookings to keep data in your customer database or CRM up to date.
  3. You want to use the registration process to get consent for email marketing from your contacts so your marketing team can send newsletters to them in the future.
  4. You already have data from your customers that you want to use to personalize your attendee management. That is why you need a way to import the data or sync it with another system for further use.
  5. Contact data allows you to search and filter your contacts by specific values. You can then add the search results to a contact group, for example. Or you have a report where you want to filter by specific dates.
  6. You want to send an event invitation to your customers via email message. For the recipients, you need a group of contacts in doo. The contact data also allows you to personalize the content, either to use personal data like salutation or name directly in the email or to display conditional content in the email.
  7. You can use contact groups for conditional booking paths, for example if you only want your VIPs or members to have access to a special ticket category.
  8. You can prefill contact details in the booking process, making registration more convenient and faster for your customers.

2. Overview of topics

  1. Managing contact data fields (What data fields are available in the contact profile and what customization options do I have?)
  2. Overview contact data fields (Which contact data fields does doo offer?)
  3. Creating contacts – How do contacts get into the doo contact center? (What options do I have to create contacts automatically or manually?)
  4. Contact import – Bulk creation and editing of contacts (How can I create or edit contacts in bulk?)
  5. Datamatching and Synchronization of booking data and doo contact (How is the data of attendees and bookers related to contacts?)
  6. Managing existing contacts (How can I edit my contacts, book them into events or export them?)
  7. Contact details: Collect cross-event contact information (How are contact details structured?)
  8. Email subscriptions: Opt-in and opt-out options (How do I manage a person’s consent to marketing emails?)
  9. Creating and Managing of Contact Groups (What are contact groups, what can I use them for and how do I create and manage them?)
  10. Delete contacts (How can I delete contacts?)

Also interesting

  1. Shorten the booking process and prefill data – How to make the booking process as convenient as possible for bookers (How can I use contact details to prefill data for attendees or bookers during registration?)
  2. Define attendee and booking data (What is the difference between booking and attendee level data?)
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