Your Contacts area: view, log orders, and create Tasks
Your "Contacts" page in Sparkhub contains all Contacts who have signed up for any Sparkhub Event, plus any others you've added manually or imported from Project Broadcast.
You can use the fields at the top to search by name, phone number, or email, and you can also create new Contacts there if you have connected Project Broadcast via the "API Key" field in your Profile. They will then be added to PB too. In addition, you can import Project Broadcast Contacts from PB to Sparkhub by using the "Import Contacts" tab.
Another way to view a Contact is by viewing your guest list inside any Event they have signed up for.
Click on any Contact name to expand their record.
Once expanded, you can do the following:
- Contact them: Click their phone number to open a Chat in Project Broadcast (or, if not using PB, to open a text in your device's default texting app). Click their email address to open an email in your device's default email application.
- View their PB info: Our Contacts tab does not take the place of your PB Contacts, but it gives you a view into it. Think of PB as your address book, and Sparkhub as your personal assistant who can manage the address book for you and do a few extra things (like add To-dos for a Contact) beyond what Project Broadcast does. The PB info shown on the Contact includes their Tags, Campaigns, and Notes (which you can edit from this screen).
- Sparkhub Events: view all Events this Contact has signed up for. You can click on one to view it.
- Orders: this is a log of any orders you have logged to the Contact. You can add a new order from this screen as well.
- Tasks: your To-dos related to the Contact, such as those initiated by logging an order. You can also add a Task on this screen. These Tasks also show up on your overall Tasks list.