Contact Profiles

Last updated Sep 18th, 2024

Overview

A Contact profile is created for every individual Contact who's part of your data sources and integrations. Contact profiles surface details about the Contact, including their role, title, location, contact information, unified engagement & activity across your sources, activity timeline, and content they’ve shared.

Contact profiles also allow you to write internal team notes—you can use internal team notes to capture additional context, @mention teammates, track internal conversations related to a Contact, and view any custom fields created via premium integrations, such as product usage, website visits, and subscription plans.

Contact Profile Sections

About

The About section shows the About section of their LinkedIn profile, along with quick links to their profile and any known email addresses. Additionally, you’ll see any tags applied to that Contact, along with links to any segments that they’re in.

Key fields

Key fields are custom fields that you designated as the most important information to have available at a glance.

Account information

A Contact's account information will show which free and paid workspaces they’re a part of. Additionally, you can see related Contacts and the Contact's lead score.

Activity

This tab shows the types of social and community engagement happening with a single Contact. You can also view activity across all Contacts by opening the Activity page.

Contact Details

This tab lets you deep dive into Contacts details that are synced from data sources.

Making changes to Contact profiles

Edit a Contact profile

  1. Open a Contact's profile.
  2. Click Edit in the top right corner or click Add details.
  3. Make updates to a range of Contact's details:
    • Name + Role: Name, Title, Role, and Organization
    • Bio: Bio (description), City, and Country
    • Fields: Key custom fields specific to your business. You can edit which key fields are displayed on a Contact profile in Settings.
    • Programming languages: Add one or more programming languages the Contact is associated with.
    • Contact info: Add contact information about the Contact such as Email, Website, GitHub, LinkedIn, Twitter, or Discord.
  4. Click Save changes.

Add Activity to a Contact Timeline

Contact timeline is the timeline view of activities from your connected sources. You can manually add activities to your timeline in addition to the activities from connected sources. Examples of manually added content include presentations, keynotes, training materials, blog posts, and event attendance. To add content to a Contact's timeline:

  1. Open a Contact's profile.
  2. In the Activity section in the Contact activity module, click + to [Contact name's] timeline.
  3. Enter a description of the activity, the date, and the type of activity.
  4. Click Add to add the activity to the Contact timeline.

To edit an activity that you manually entered, hover over the activity you would like to edit and click on the pencil icon to edit. Manually added activities will be reflected in both the Community activity and Content tabs within a Contact profile.

Hide Contacts

If a Contact is not relevant to your business, it’s possible you may want to hide that Contact in Common Room. There are two ways to hide a Contact.

To hide one or more Contacts from the Contacts page:

  1. Go to the Contacts page.
  2. Find the Contacts you’d like to hide.
  3. Check the box to select each Contact you want to hide.
  4. Click the … button in the modal at the bottom of your screen. This opens up a dropdown menu that contains an option to Hide Contacts.
  5. Click on Hide Contacts, which opens a confirmation dialog.
  6. Click on Hide in the confirmation dialog to proceed with hiding the selected Contacts.
  7. Once the Contacts are successfully hidden, you’ll see a confirmation toast at the bottom of the page.

To hide a Contact from the Contact profile:

  1. Open the Contact profile of the Contact you would like to hide.
  2. Click on the … button at the top right corner of the Contact profile. This opens a dropdown menu containing the option to Hide Contact.
  3. Click on Hide Contact in the Contact profile dropdown menu, which opens a confirmation dialog.
  4. Click on Hide in the confirmation dialog to proceed with hiding the Contact.
  5. Once the Contact is successfully hidden, you’ll see a confirmation toast at the bottom of the page.

You can unhide Contacts in the Hidden Contacts section of the App settings page.

Anonymize Contacts

If you have a contact that you'd like to be permanently removed from Common Room, you can select to permanently anonymize the contact. The contact and all of their information will be permanently removed from the platform and all related systems. This action cannot be undone. To permanently anonymize a contact:

  1. Navigate to the contact's profile in Common Room.
  2. Click the ellipses (...) in the top right corner of their profile.
  3. Select "permanently anonymize contact" from the dropdown.
  4. In the pop-up window that opens warning you of the impacts of this action, select "Anonymize permanently."

Subscribe to Contact Notifications

You may want to subscribe to notifications about key community Contacts so you can stay up to date on their recent activity. To subscribe to notifications about a Contact:

  1. Open a Contact's profile.
  2. Click the bell icon in the top right corner. This opens a Notifications dialog.
  3. Specify what Contact content you would like to subscribe to: All community activity from the Contact and/or Notes added about the Contact.
  4. Specify the frequency at which you would like to receive notifications about the Contact: Immediately or As daily digest.

FAQ

What is the difference between a Contact's role and a Contact's title?

A role relates more to their department/function (like Sales or GTM) Title relates to someone's position (for example, Director or Manager).

If I choose to add a Contact to a HubSpot Workflow or Salesforce Campaign from within the Contact explorer or Contact profile, how long should it take for the Contact to be added?

You should see the contact added immediately to your HubSpot Workflow or Salesforce Campaign.

How is a Contact's primary email identified?

A primary email in Common Room will be associated to a contact based on the below logic:

  1. If a contact is associated with an organization and has an email that matches the domain of the organization it is considered the contact's primary email address.
  2. If the contact is not associated with an organization, an email with a professional domain (not gmail, hotmail, etc) will be associated as the primary email.
  3. If neither of the above is true and the contact has an email address that is provided by a user, it will be considered the contact's primary email.
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