The Person status feature offers quick information about the prospect based off of previous actions. The status keeps you up-to-date on your communication with that Person on whether the Person's email address is correct, whether you've previously had success with the individual, or even if they've entirely opted out of communication.
SalesLoft keeps you well informed about Person status updates with specific labels on the People page and icons located at the top of the Person's profile page.
In this article, you will learn about the different Person status options, including:
- Bounced
- Do Not Contact
- Contact Restrictions
- European Union (EU) Resident
- Out of Office Detection
- Star
- Success
Bounced
A bounced Person status means that a previous email to this Person resulted in a bounce back. SalesLoft allows one hard bounce or two "soft" bounces before marking someone as bounced. To learn more, check out "How Are Bounces Tracked?"
If a bounce is detected, the bounced label can be found on the People page, below the Status column.
The bounce icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Do Not Contact
When a Person selects the opt-out link or requests to be removed from future communication, they are marked as Do Not Contact (aka DNC) inside SalesLoft. DNC prevents any and all communication, as well as prevent the ability for a prospect to be added to any Cadence.
If Do Not Contact has been selected by a SalesLoft user or by the Person opting out of communication, the DNC label can be found on the People page, below the Status column.
The DNC icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Contact Restrictions
Contact restrictions disable specific methods of communication for People. This means, if someone says, "Never call me" or, "I don't check my email ever," you can block off that contact method, and keep your efforts on focussed on their preferred communication style.
The contact restrictions include:
If either contact restriction has been selected for a Person, the restriction label can be found on the People page, below the Status column.
The Restrict icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
European Union (EU) Resident
People who are marked as EU Residents have open tracking, click tracking, and Live Website Tracking disabled by default.
Things to Note: The Mark as EU Resident option must be enabled by an Admin from Roles and Permissions.
Since EU Residents have email restrictions put in place, it's important for SalesLoft users to be aware of People who have been marked as EU residents. SalesLoft identifies EU Residents with the following notifications:
Person Panel Icon
People marked as EU Residents will display the shield icon on the top status line of the Person panel on the Person's profile page.
When a Person is marked (or unmarked) as an EU Resident, the event is logged in the activity feed.
Disabled Open and Click Tracking
Depending on the team's privacy settings, open tracking and click tracking are disabled when sending emails to a Person marked as an EU Resident.
When users send an email to a person marked as an EU resident, the click and open tracking icons will be grayed on. This means tracking has been disabled for those features. If you hover over the icons, a pop up label will explain that the tracking has been disabled due to the Person being an EU resident.
Person Page Status
If a Person has been marked as an EU Resident by a SalesLoft user, the EU label can be found on the People page, below the Status column.
The DNC icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Out Of Office Detection
Out of office (OOO) detection keeps you from repeatedly reaching out to prospects who are less likely to connect (let's be honest, if a prospect is on a beach somewhere, they probably want to disengage as much as possible).
Whenever someone on your team receives an automatic out of office message from a prospect, SalesLoft puts an out of office icon on the Person's profile page and within each action window, meaning Cadence steps, one-off emails, or phone calls, to keep you aware of the prospect's status.
Things to Note:
- Out Of Office messages do not register as email replies in SalesLoft. Due to this they also will not appear within SalesLoft's Email analytics.
- OOO responses will not remove People from Cadences that have the Automatically remove people from this Cadence if they reply to one of my emails Cadence setting enabled.
If you try to contact a Person who is out of office, you will see the out of office notification within your email or call window. The notification contains the green palm tree icon along with the date that the user was detected as out of office. The icon will remain on the Person for seven (7) consecutive calendar days.
Star
The star icon denotes a SalesLoft “favorite” Person. If a Person has been “starred,” the star icon will be filled in.
When a Person has been starred by a SalesLoft user the star icon will be highlighted to the left of the Person's name on the People page.
The star icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Success
People who have been marked as success have reached the ultimate outcome through SalesLoft. As a team, you will determined what it means for a Person to reach "Success". Is booking a demo a success? Maybe receiving a signed contract is your team's success point?
If a success has been logged, the Success label can be found on the People page, below the Status column.
The success icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
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