Contacts Overview

The Contacts section helps you to manage information about your contacts and perform a variety of tasks, such as sending out communications and adding people to groups and products.

Note: The Contacts section will only show users that have purchased an item through your shop, or have been added manually to your organisation.

Users added manually that already have a Joinin account will need to accept an invitation before appearing in your Contacts. 

Users marked as inactive will not appear in your Contacts. To see users marked as inactive need to select groups and then click on the 'inactive users' group.

Users, beneficiaries and how to identify them

Only users can log into JoinIn. Users can update their personal information and share this information with your organisation. Users can add and link more beneficiaries to their account via their Joinin account; the LoveAdmin interface will be known as Joinin to people outside of your organisation.

A user can have multiple linked contacts, known as beneficiaries. For example, a parent may be a LoveAdmin user and have all of their children linked to their account. All users and beneficiaries will have their own contact records.

You can identify who is the user and who is the beneficiary by checking the name shown in the 'Account owner' column. In the example below, Hedwig Acosta and Reece Acosta are both linked to Carter Acosta, as their contacts are owned by Carter Acosta.

Tip: You can choose which columns you'd like to see by clicking on  "Manage columns

The Contact's Record


To view a full contact record click directly on the contact name. 

The full contact view contains a set of tabs with all related information you have on that contact.

Personal info is information that can be managed by the contact through their own personal Joinin account and can also be edited by admins when in the personal info section of someone's contact record. There are also reports for Products and Billing, Communication, Attendance, Development programme and Membership info.

Using the sidebar to filter contacts and perform actions

You can use the filter in the sidebar to help filter contacts and perform actions.

You can filter by groups of products; use the drop-down menu to select. 

Use the checkboxes beside each product group to filter the contacts list.

Side Note: When all checkboxes are deselected then all contact records will reappear


The sidebar is dynamic and will allow you to perform actions once contacts have been selected - use the checkbox beside each contact to make a selection.

Once a contact(s) has been selected, you will see Manage, Communicate and Data drop-down menus appear in the sidebar. 

Customising the contacts view

The default view when you enter Contacts displays contacts' Names, Personal email, Addresses, Town, Roles, Account owners, and invitation status.

This can be customised to include other data recorded about the individual by clicking on 'Manage columns' in the top right.

 

Tip: You'll have received full training on the Contacts section during your Handover call during your onboarding training. If you need more help navigating contacts, we'd suggest re-watching the recording of that training call.