Viewing a Contact's Activity: Timeline, Emails, Calls, and Messages
The Timeline, Emails, Calls, and Messages tabs on a contact's profile page each show a different kind of activity history, from general activity to synced emails, calls, and texts.
Getting Started
- Who can do this: Anyone with access to a contact's profile can view these tabs and complete actions from them.
- Before you start: You'll need to have the new design enabled. See Getting to Know the Redesigned Contact Profile Page to learn how to enable this view. to be on the contact's profile page. Use the global search bar or go to Menu > Contacts > List to find your contact. Seeing received emails on the Emails tab also requires email sync to be set up; see Email Sync Overview. The Calls and Messages tabs require an Aircall integration; see Integrating with Aircall.
What is the Timeline tab?
The Timeline tab, previously called the Activity Feed, shows a contact's activity grouped by date. If more than one activity happened on the same date, they're grouped together under that date. Older events are available by paging through the tab.
What shows up on a contact's Emails tab?
The Emails tab shows one-to-one emails sent to the contact, whether sent through Spark or through a synced email address, along with any email campaigns sent to them. If an email sync integration is set up, you'll also see emails you've received from the contact. Campaigns also show statistics such as whether the email was delivered, opened, or clicked.
Note: In order for emails sent via an email sync integration to appear in this section, Show inbox emails to everyone must be enabled in your Communications Settings:
- Go to Settings > Communications
- Click on the Email Sync tab
- In the Inbox visibility section, select Show inbox emails to everyone
How do I add a note to a phone call?
On the Calls tab, find the call and click into the Add a Note section for that call, type your note, and click Add. Calls are grouped by date, newest first, and older calls are available by paging through the tab. You can also use the micromenu next to a call for additional actions.
How do I assign a call to the right contact when contacts share a phone number?
If multiple contacts share the same phone number, an incoming call may land on the Unassigned tab instead of a specific contact. Go to the Unassigned tab and assign the call to the correct contact.
Where do text messages appear on a contact's profile?
Text messages synced in from Aircall appear on the Messages tab, in reverse chronological order with the most recent message first.
Not enrolled in the beta program? Email your Customer Success Manager or support@spark.re to request access.