Contact Details and History

Click any contact in your contacts list to open their detail view. The detail page displays all core contact information in organized sections.

The primary information section shows the contact's title, full name, email address, and phone number. You'll also see their preferred language, which controls which language version of bilingual content they receive.

If the contact is associated with an organization, that relationship is displayed and linked, allowing you to quickly navigate to the organization's profile.

The location assignment shows which of your business locations the contact is associated with. This affects reporting and helps segment communications by location.

demeterrr tracks two key satisfaction metrics for each contact: Net Promoter Score (NPS) and Customer Satisfaction (CSAT). These scores update each time a contact submits a survey response containing NPS or CSAT questions.

The latest NPS score shows the contact's most recent response to an NPS question, on a scale of 0-10. NPS scores are color-coded to indicate the contact's category:

Green (9-10) - Promoters are highly satisfied customers who are likely to recommend your business to others.

Yellow/Secondary (7-8) - Passives are satisfied but unenthusiastic customers who could be swayed by competitors.

Red (0-6) - Detractors are unhappy customers who may damage your brand through negative word-of-mouth.

These color-coded badges appear in the contacts list and detail view, giving you instant visual feedback about customer sentiment.

The latest CSAT score shows the contact's most recent satisfaction rating, typically on a scale of 0-5. Unlike NPS, which measures loyalty and likelihood to recommend, CSAT measures satisfaction with a specific interaction or experience.

CSAT scores are displayed as decimal numbers and update each time the contact submits a survey with a satisfaction question.

The contact detail view includes a complete history of your interactions with the contact through demeterrr.

The "Sent / Resp" column in the contacts list shows a quick engagement summary. The first number is total surveys sent to the contact, and the second number is total responses received. This ratio gives you an instant view of the contact's engagement level.

In the detail view, you can see the last 10 survey sendings with dates and statuses. This helps you avoid over-surveying contacts and understand communication frequency.

The last 10 responses are also displayed, showing which surveys the contact responded to and when. Click through to view the full response details.

The detail view shows whether the contact has left a review through your review collection process. The "hasLeftReview" indicator lets you know if this contact has already provided public feedback.

This information helps you avoid requesting reviews from contacts who have already contributed, improving the customer experience and focusing your review collection efforts.

Several visual indicators throughout the platform help you quickly understand contact status and attributes.

A green shield icon appears next to the contact's name if they have given consent for electronic communications. This visual indicator ensures you can verify consent status at a glance before sending communications.

For more information about consent management, see Contact Preferences and Consent.

Each contact displays a language badge showing either "EN" for English or "FR" for French. This appears in the contacts list and detail view, making it easy to see which language the contact prefers.

The color-coded NPS badge provides instant feedback about customer sentiment. Green badges indicate promoters, yellow indicates passives, and red indicates detractors. Use these visual cues to prioritize follow-up with detractors or identify promoters for case studies and testimonials.

Beyond scores and history, the contact detail view displays several engagement metrics:

Total Surveys Sent - The lifetime count of surveys sent to this contact through all campaigns and sequences.

Total Responses - The lifetime count of survey responses submitted by this contact.

Response Rate - Calculated from the ratio of responses to surveys sent, this metric shows how engaged the contact is with your feedback requests.

These metrics help you understand each contact's engagement patterns and avoid survey fatigue by identifying contacts who receive many surveys but rarely respond.