Active contacts
Sessionboard CRM bills for the people you work with, not the people you store. Keep everyone you know, for free. Your plan counts active contacts, and up to 500 is free.
What makes a contact active
Section titled “What makes a contact active”A person is an active contact when, in the last 12 months, you:
- emailed them,
- invited them,
- sent them a contract or a form,
- or scheduled them in a session.
A rolling 12 months
Section titled “A rolling 12 months”The window moves every day. Someone you last reached 13 months ago is no longer active, without you doing anything. Reach them again and they count again.
Each person counts once
Section titled “Each person counts once”A person is counted once, by email, across Sessionboard CRM and Sessionboard Marketing. A speaker you invited in CRM and emailed from Marketing is one active contact, not two. Marketing and CRM count active contacts the same way.
What doesn’t make a contact active
Section titled “What doesn’t make a contact active”- Registering for or attending your events. Registrants and attendees never count, so syncing an event’s registrants never raises your bill.
- Adding or importing them, from a spreadsheet or a connected system.
- Finding them in your CRM, AMS or event platform.
- Tagging them, putting them in a group, writing notes, or exporting them.
Where to see it
Section titled “Where to see it”Home and Plan and billing show your active contacts against your plan. Filter People by active to see who counts.