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Contacts Tab Overview in Taalk Campaigns

The Contacts tab within each campaign gives you a complete view of all leads or customers loaded into the campaign. This section combines performance metrics, engagement history, and individual contact details so you can monitor progress and take action as needed.

1. Contact Performance Overview

At the top of the tab, you’ll see four key metrics:

  • Success-to-Contact Rate – The percentage of total contacts that resulted in a successful engagement (e.g., a sale, form completion, or booked appointment).

  • Call-to-Contact Rate – The percentage of outbound calls that reached a live contact.

  • Click-to-Contact Rate – The percentage of clicks from marketing channels that resulted in an actual contact.

  • Unreachable Contacts – The portion of contacts that could not be reached due to bad numbers, full voicemail boxes, or other delivery issues.

These KPIs give you a high-level pulse on the campaign’s overall effectiveness.

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2. Contact Engagements

Below the metrics, the Contact Engagements bar visually breaks down how many times each contact has been engaged.

  • 0 (Fresh) – New contacts that have not been engaged yet.

  • 1 Time, 2 Times, 3 Times – Contacts that have been reached these exact number of times.

  • >3 Times – Contacts engaged repeatedly beyond three times.

  • SMS Error – Failed SMS delivery attempts.

  • Attempted – Contacts targeted but without successful engagement.

The colored bar makes it easy to see where most contacts sit in the engagement cycle.

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3. Contact Upload History

The Contact Upload History chart tracks how many contacts were added to the campaign over time. Each bar represents the volume of contacts uploaded on that date, helping you correlate performance spikes with list imports.

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4. Detailed Contact Activity

The Detailed Contact Activity table lists every contact in the campaign along with:

  • Contact – Name of the contact (with clickable link for profile).

  • Phone – Contact phone number.

  • Email – Contact email address.

  • Engaged At – The most recent date/time they were engaged.

  • Tried / Failed – Number of engagement attempts made vs. failures.

  • Scheduled Callback At – Date/time for any upcoming callback.

  • First Name / Last Name – Contact’s stored name fields.

You can filter the table by interaction type (Answered, Missed, Refused, Callback, Unreachable, etc.) using the filter bar above the table. This makes it easy to isolate specific outcomes.

Contact Operator in Detailed Contact Activity

Each contact listed in the Detailed Contact Activity table has an action menu (three-dot icon) on the far right. This menu provides quick options to manage an individual record without leaving the page.

Available Actions:

  1. Add to Campaign DNC

    • Immediately flags this contact as Do Not Contact for the current campaign.

    • Prevents any further outreach attempts (calls, texts, emails) to this record in this specific campaign.

    • Useful for honoring opt-out requests or compliance requirements.

     

  2. Mark Taalk_Success

    • Marks the contact as a successful outcome for reporting purposes.

    • This can be used when the desired action has been achieved (e.g., sale closed, appointment booked, agreement signed).

    • Helps keep Success-to-Contact Rate metrics accurate.

     

  3. Delete this Contact

    • Permanently removes the contact from the campaign list.

    • This is irreversible—only use if you are certain the contact should no longer exist in the campaign.

    • Ideal for removing test data, duplicates, or invalid entries.

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5. Filters and Search

Use the filter dropdowns to segment contacts by:

  • Status (Answered, DNC, Refused, Unreachable, etc.)

  • Channel (Phone, Email, SMS)

  • Custom Tags (if available)

The search bar lets you quickly find a specific contact by name, phone number, or email.

6. Applying Filters in the Contacts Tab

The Apply Filter feature allows you to narrow down the contact list in the Detailed Contact Activity view so you can focus only on the records that match specific criteria. When you click Add a Filter, you can choose conditions such as:

  • Status (Answered, Missed, DNC, Refused, Callback, Unreachable, etc.)

  • Channel (Phone, Email, SMS)

  • Engagement Attempts (e.g., more than 3 attempts)

  • Date Ranges (e.g., Engaged At within the last 7 days)

  • Custom Tags or campaign-specific fields

Once your criteria are selected, you have two main options in the restriction menu:

  1. Apply Contact Restriction – Locks the dialer or contact view to only show and engage with the filtered list. This is useful if you want to run calls, texts, or follow-ups only to a very specific segment (e.g., callbacks due today, fresh leads only, or contacts who have clicked a link but not answered).

  2. Clear Contact Restriction – Removes the restriction and returns the view to the full contact list for the campaign.

By applying filters before running outreach, you ensure your agents or automation tools target the right contacts without wasting dials or messages on irrelevant segments.

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Summary

The Contacts tab is your go-to dashboard for monitoring:

  • How many contacts you’ve reached

  • How often they’ve been engaged

  • When and how they were last contacted

  • Which contacts require follow-up or further action