The following article provides an overview of how contacts and organisations are created and managed in the Arlo CRM.
In this article:
- Feature overview
- Contact and organisation settings
- Creating contacts or organisations
- Manage contacts
- Manage organisations
- Find, report, and export on contacts and organisations
Feature overview
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 event activity, including completed events, events they are on a waiting list for, order history, organisation information, and more.
Example: Contact record page
Example: Organisation record page
Contact and organisation settings
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.
Creating contacts or organisations
Contacts and organisations are automatically created or updated in Arlo when someone visiting your website:
- Registers on an event
- Registers their interest in an event
- Joins an event 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 a contact or organisation in Arlo.
Manage contacts
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.
Manage organisations
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.
Find, report, and export contacts and organisations
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.