What are Contact Statuses?
Understanding the Assigned, Invited, and Active contact statuses is crucial for you in managing your workflow effectively.
When you know a contact is Invited, you can focus on encouraging them to log in, while for Assigned contacts, you can rest assured they are set up to receive the right experience when they're ready.
Once a contact becomes Active, you can focus on delivering personalized services and tracking their progress through the onboarding journey. This helps you stay organized, prioritize your efforts, and engage clients at the right time, ultimately boosting your efficiency and success.
Assigned
Synced and imported to the back office
Assigned an Experience
Has not been sent a system invite
Has not yet logged in to activate their experience
Invited
Assigned an Experience
Received an invitation to the app experience
Has not yet logged in to activate their experience
Active
Dowloaded and logged into your app
Actively using the platform
In-App Onboarding Campaign began on Start Date