Arlo contains a powerful CRM (Customer Relationship Management) component that allows you to effectively manage your contacts and organisations.
Arlo stores a record of history against individual contact and organisation records, so you can easily see all of their course activity, including completed courses, courses they are on a waiting list for, order history, organisation information, and more.
Example contact page
Example organisation page
You can control a number of settings for your contacts and organisations in Arlo.
Learn how to set up and manage your contact and organisation settings.
There are also settings that determine how contact and organisation addresses behave in Arlo.
Learn more about contact and organisation address settings.
Contacts and organisations are automatically created or updated in Arlo when someone visiting your website:
- Registers on a course.
- Registers their interest in a course.
- Joins a course waiting list.
- Create a customer portal account on your website.
A new contact is defined as an entity that has a unique first name, last name, and email address. A new organisation is defined as an entity that has a unique organisation name.
If a website form is submitted using existing contact or organisation details, that record will be updated and appended.
You can also create contacts or organisations at any time, within the Arlo management platform.
Learn how to create contacts or organisations in Arlo.
Contacts are automatically created and/or updated via the fields on your Arlo registration, lead, and waiting list forms.
You can manage contacts and their details at any time from within the management platform and allow customers to self-service (update their own details using the customer portal).
Learn more about managing contacts.
In Arlo, you can capture and store referral sources for your customers, and run reports on these to see which are generating your business.
Learn more about tracking contact referral sources.
Arlo allows you to collect registrants' topics of interest and subscriptions for your newsletter and can connect to your Campaign Monitor or Mailchimp account to save you time generating subscriber lists.
Learn more about managing newsletter subscribers.
Organisations are automatically created and/or updated via the fields on your Arlo registration, lead, and waiting list forms. You can also manage organisations and their details at any time from within the management platform, and allow customers to self-service (update their own details using the customer portal).
Learn more about managing organisations.
Arlo helps you manage your contacts by automatically linking contacts to organisations based on the contacts' email addresses. For example, it links contacts whose email address ends in @designq.com with the organisation DesignQ.
Learn more about linking contacts to organisations using their email domains.
Tags are keywords or terms that you can easily apply to your records to help you describe and categorise contacts and organisations.
For example, you can tag important contacts with the term Key Contact or Decision Maker, people who manage the billing for an organisation as Billing Contact, or the person who manages training as Training Manager. For organisations, you can tag your customers as Customer, your suppliers as Supplier, your business partners as Partner, and important customers as Key Client.
Tags can be used as a filter condition in your list views and in many of Arlo's reports, enabling you to target the specific contacts or organisations you need.
Learn more about contact and organisations tags.
You can find contacts and organisations easily in Arlo, thanks to the search and filter tools that are available. You can also report or export contacts and organisations and their data.
Learn how to find and export contacts and organisations.
Can't find the answer to a question about contacts and organisations? Try our contacts and organisations FAQs article.