Contacts Overview
92
Total assigned contact to org
0
Allocated to team
0
Released to user today
0
Unallocated contact
Recent Uploads
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First Name | Last Name | Work Email | Mobile Phone | Date |
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| First Name | Last Name | Work Email | Allocated To | Team | Date Allocated |
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| First Name | Last Name | Work Email | Mobile Phone | Source | Date Added |
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| First Name | Last Name | Work Email | Assigned To | Follow-Up Date | Status |
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| First Name | Last Name | Phone Number | Address | Pin |
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| First Name | Last Name | Phone Number | Last Contact | Status |
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| List Name | Criteria | Total Members | Created By | Created On | Status | Actions |
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| List Name | Criteria | Total Members | Last Updated | Actions |
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| Release Date | Team | Total Assigned Contacts | Actions |
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| Release Date | Released By | Contacts Released | Team | Actions |
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| First Name | Last Name | Assigned Team | Assigned To | Date Assigned | Actions |
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| First Name | Last Name | Team | Assigned To | Date |
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| First Name | Last Name | Mobile Phone | Date Added |
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| First Name | Last Name | Released By | Release Date | Status |
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Marketing Analytics
Coming soonOrg. Unverified Contacts
No unverified contacts found.| Team name | No of users | Daily Release Limit Per User ⓘ | Contact Allocation Limit ⓘ | Allow | Actions |
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| User Id | Full name | Team name | Created Date | Actions |
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| Role Name | Description | Users | Permissions | Actions |
|---|---|---|---|---|
| Super Admin | Full system access | 1 | All | |
| Agent | Contact management & follow-ups | 4 | Limited | |
| Team Lead | Team management & reporting | 0 | Medium |
| Contact Column | Condition | Value | |
|---|---|---|---|
|
Automobile ×
Beauty & Wellness ×
Consumer Electronics ×
E-commerce ×
+15 more
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Mumbai ×Pune ×Thane × |
| Journey Name | Status | Users Enrolled | Sent | Conversion | Created | Actions |
|---|---|---|---|---|---|---|
| New Account Welcome Series 3 steps · Entry: account_created |
Live | 1,842 | 5,204 | 34.2% | 02 May 2026 | |
| KYC Completion Reminder 4 steps · Entry: kyc_pending |
Live | 623 | 1,869 | 27.8% | 10 May 2026 | |
| Credit Renewal Nudge 5 steps · Entry: credit_expiring_30d |
Paused | 389 | 779 | 41.1% | 15 Apr 2026 | |
| Loan Offer for SME 2 steps · Entry: sme_segment |
Draft | — | — | — | 18 May 2026 |
| Name | Segment | Status | Recipients | Sent Date | Open Rate | Actions |
|---|---|---|---|---|---|---|
| RBI Compliance Update | All Active Users | Sent | 1,842 | 15 May 2026 | 52.3% | |
| Festive Offer — Business Loan | SME Owners | Sent | 389 | 10 May 2026 | 44.1% | |
| May Newsletter | All Subscribers | Draft | — | — | — |
| Segment Name | Description | Users | Conditions | Created | Actions |
|---|---|---|---|---|---|
| New Account Holders | Joined in last 30 days | 1,842 | account_age < 30d | 01 May 2026 | |
| KYC Pending | Users with incomplete KYC | 623 | kyc_status = pending | 05 May 2026 | |
| Credit Expiring 30 Days | Credit line expiring within 30d | 389 | credit_expiry < 30d | 10 Apr 2026 | |
| SME Owners | Business account holders | 247 | account_type = business | 15 Apr 2026 | |
| All Active Subscribers | All users subscribed to marketing | 3,104 | subscription = active | 01 Jan 2026 |
| Campaign / Journey | Sent | Delivered | Opened | Open Rate | Clicked | Click Rate | Bounced | Details |
|---|---|---|---|---|---|---|---|---|
| Account Opening Welcome Journey · 02 May 2026 |
1,842 | 1,810 | 924 | 52.3% |
227 | 12.5% |
32 (1.7%) | |
| KYC Completion Reminder Journey · 10 May 2026 |
623 | 618 | 268 | 43.3% |
87 | 14.1% |
5 (0.8%) | |
| Credit Line Renewal Nudge Journey · 15 Apr 2026 |
389 | 382 | 160 | 41.9% |
65 | 17.0% |
7 (1.8%) | |
| RBI Compliance Update Broadcast · 15 May 2026 |
3,104 | 3,058 | 1,622 | 53.1% |
342 | 11.2% |
46 (1.5%) |
| Name | Status | Opens | Last Opened | Clicks | Device |
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