By the end of this guide, you will be able to easily view, analyze, and edit specific contact details within SendX using the built-in CRM.
This feature helps you micromanage your contacts, track their behavior, and fine-tune your marketing campaigns with precision.
SendX provides an in-built CRM (Customer Relationship Management) system that allows you to manage and monitor your contacts at a granular level.
This powerful tool helps you send highly targeted marketing campaigns and observe how each contact engages with your brand across emails, pop-ups, and web push notifications.
The Contact Timeline gives you a detailed overview of how a particular contact interacts with your marketing campaigns.
Click on the contact you want to analyze from your contact list.
Once inside the Contact Timeline, you can see all the actions that the contact has taken — including opens, clicks, form submissions, and more.
You can even view their activity in chronological order to understand their engagement over time.
This makes it easy to track how each contact is progressing through your marketing funnel.
SendX also allows you to view detailed contact information to better understand your leads and customers.
This includes:
The source of the lead
The lifetime value (LTV)
Tags, lists, and custom fields associated with the contact
To view this information:
Scroll down your Contacts dashboard to locate the contact you want to analyze.
Click on their name to open the full Contact Details page.
Here, you’ll find all relevant data points about that contact.
This feature is especially useful for identifying high-value customers and top-performing lead sources.
SendX allows you to manually edit contact details and add new information as needed.
This is ideal when you want to make targeted changes to a specific contact without affecting others in your lists.
To edit a contact:
Click on the Edit button next to the contact’s name.
Update any fields you want to modify — including Custom Fields, Tags, or other details.
Save your changes once done.
Manual editing gives you complete control over individual contact data, allowing for accurate segmentation and better targeting.
Congratulations!
You now know how to view, analyze, and edit specific contacts using SendX CRM. With this knowledge, you can monitor individual customer behavior, personalize your campaigns, and boost the effectiveness of your marketing strategy.
