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Contact Info Tab

The Info tab provides a comprehensive view of contact details, activity metrics, communication preferences, and tags.

Personal Information

Personal Information

View personal details:

  • Birthday - Contact's birthday (useful for personalized outreach)
  • Anniversary - Special dates to remember
  • Location/Address - Physical address

Activity Metrics

The Info tab displays detailed activity metrics across all communication channels.

SMS Activity

SMS Activity
MetricDescription
Last SMS SentWhen you last texted this contact
Last SMS ReceivedWhen they last replied

Communication Preferences

  • Preferred Email Send Time - Optimal time to send emails based on engagement

SMS Preferences

  • SMS Opt-in Status - Whether the contact has opted in to receive SMS
  • Opt-in Date - When they opted in

Email Activity

Email Activity
MetricDescription
Last Email SentWhen you last emailed this contact
Last Email ReceivedWhen they last replied
Last Email OpenedLast open timestamp (email engagement)
Last Email Link ClickedWhen they clicked a link (high engagement indicator)

Call History

MetricDescription
Last Inbound CallWhen they last called you
Last Inbound Call AnsweredLast call you picked up

Tags

Contact Tags

Tags help organize and segment contacts. Tags are color-coded for quick visual identification.

Viewing Tags

Tags appear as colored pills showing:

  • Tag name
  • X button to remove (when editing)

Managing Tags

  1. Tap the edit icon (pencil) next to Tags
  2. Add new tags or remove existing ones
  3. Tags sync across web and mobile

Common Tag Uses

  • Guest type - VIP, Repeat Guest, First-time
  • Property preferences - Beach, Mountain, Pet-friendly
  • Source - Direct, Airbnb, VRBO
  • Status - Active, Inactive, Do Not Contact
  • Integrations - InnRoad, LiveRez, etc.

Using Info for Personalization

The Info tab helps you personalize communication:

  • Check Birthday/Anniversary before outreach for personal touches
  • Review SMS Opt-in status before texting
  • Use Last Email Opened to gauge engagement
  • Reference Tags to understand guest preferences
  • Check Preferred Email Send Time for optimal delivery