Contact Profile

The Contact Profile gives you a complete, centralized view of an individual contact or member in your platform. From here, you can review personal details, track activity, understand engagement, manage memberships, and take direct actions such as messaging, tagging, or access control.

This profile acts as the single source of truth for everything related to a contact — whether they are a lead, customer, or registered member.

Navigating to a Contact Profile

To open a contact profile:

1. Go to Contacts → All Contacts & Members
2. Click on the contact you want to view

You’ll be taken to the Contact Profile view, which is divided into a left profile panel and a main content area.

Profile Layout – How the View Is Structured

The Contact Profile consists of two primary areas:

1. Left panel – Profile, quick actions, Details & Membership tabs
2. Main window – Activity timeline and different data views (Circles, Orders, Forms, etc.)

Each area serves a distinct purpose:

• The left panel is about who the contact is and access management
• The main window is about what the contact has done

1. Left Panel – Profile, Details & Membership

The left panel stays visible at all times and gives you identity, context, and access controls.

Profile header & quick actions

At the top of the panel you’ll see:

• Profile avatar & initials
• Name and email address
• Subscriber status indicator
• Last login timestamp (for members)

Quick action buttons:

• Email – Send a direct email
• Message – Start a direct message
• Note – Add internal notes

• More (⋯) – Advanced admin actions

  From the More menu you can:

  • Reset member password
  • Assign Circles roles (Member, Moderator, Admin)
  • Mute a member in discussions
  • Delete the contact/member (irreversible)
  • Subscribe the contact to email or marketing communication

Details tab

The Details tab shows CRM-style contact information.

• Name
• Email
• Phone
• Address & location fields
• Company name
• UTM parameters
• First seen date

This tab is used for:

• CRM management
• Sales and support context
• Attribution and tracking

Most fields can be edited directly.

Membership tab

The Membership tab focuses on access and group assignment.

Here you can:

• See which Member Groups the person belongs to
• Manually add the member to additional groups
• View registration date and last login
• Reset the member’s password

Every member must belong to at least one Member Group. Group membership controls access to gated content, Circles, programs, and protected pages.

2. Main Window – Activity & Data Views

The main window is where you analyze behavior, engagement, and history.

At the very top of the main window you’ll find navigation tabs that control what is shown below.

Main Navigation Tabs – What You Can View

You can switch between the following tabs at the top of the main window. Each tab controls what is displayed underneath.

Activity

Shows a complete timeline of the contact’s activity across the platform, including both user actions and system- or admin-triggered events.

You can filter the timeline by activity type (such as emails, orders, forms, or appointments).

Activities initiated by the contact typically appear on the left, while system or admin actions appear on the right.

This view gives you quick context on engagement and recent interactions.

Circles

Displays all Circles the member is enrolled in, including enrollment history.

From this view, you can manage access to Circles, assign or remove Circle roles, and understand which programs, communities, or content areas the member has access to as well as dig into member-level completion analytics.

This is a key area for managing membership-based access and participation.

Notes

Contains internal notes added by admins or team members.

Use notes to document important context such as sales conversations, support issues, onboarding details, or moderation-related information.

Notes are internal only and not visible to the contact.

Forms

Shows all forms, quizzes, and surveys submitted by the contact.

This allows you to review answers, understand intent or needs, and use responses for follow-up, segmentation, or personalization.

Orders

Displays all payments and orders associated with the contact, including both one-time purchases and subscription-related orders.

This gives you a full financial overview of what the contact has purchased and paid for across the platform.

Subscriptions

Shows all active and churned subscriptions.

From here, you can review subscription status, billing cycles, and manage ongoing or ended subscriptions when needed.

Marketing

Provides an overview of marketing-related analytics, including:

• Total Emails Sent
• Opened Emails
• Clicked in Email

This view helps you understand the contacts engagement with your marketing campaigns and allows you to assign them to lists.

Appointments

Shows all booked meetings, sessions, or calls associated with the contact.

From this view, you can review appointment history, upcoming bookings, and manage scheduling-related interactions.

Each tab gives you a focused view into one aspect of the contact’s relationship with your platform, making it easy to both understand engagement and take action where needed.

Contacts vs Members – Same Profile, Different Context

• Contacts can exist without login access (leads, buyers, form submissions)
• Members are contacts with login access and Member Group assignment

The same profile view adapts automatically depending on whether the contact is a lead, customer, or full member.

Why the Contact Profile Matters

The Contact Profile allows you to:

• Understand engagement and history at a glance
• Communicate quickly and personally
• Manage access and permissions safely
• Track purchases, subscriptions, and activity
• Support members throughout their journey

By separating identity & access (left panel) from activity & data (main window), the profile gives you both clarity and control.

Summary

The Contact Profile is your operational control center for individual contacts and members.

From this view, you can:

• Manage personal and membership details
• Review full activity history
• Navigate engagement across Circles, orders, forms, and appointments
• Take immediate admin actions when needed

Used consistently, the Contact Profile becomes one of the most powerful tools for support, sales, community management, and long-term relationship building.