Contacts

Contacts is your audience: members, buyers and leads attached to the project. It’s the list every broadcast and automation draws from, and the place to answer “who are these people”.

Open it from Contacts in the sidebar. The count under the heading is your whole audience.

Finding people

Three tools, and they stack:

Tool	Use it for
Search	A name or an email you already know
Filters (slider icon)	Building a rule — “has this tag, on this list”
Segments	Saving a filter you’ll want again

The filter icon carries a badge with how many rules are active, and your search and filters are remembered for the session — open a contact, come back, and the same view is waiting.

Filters

Click the slider icon and add rules. Each rule is a field, a condition (Contains / Does not contain) and one or more values; rules combine with AND.

Field	Matches on
Product	Something they bought or were given
Tag	A tag on the contact
List	Membership of a list
Custom field	One of your own fields
Traffic source	Where they came from
Affiliate program / status	Their role in your affiliate programs
Engagement segment	Core, Regular, At risk, Dormant, New & inactive
Last active	Last 7 days · 8–30 days · 31–90 days · 90+ days · Never
Onboarding	Completed or not

Apply filters the list; Clear empties the rules.

Saved segments

A segment is a filter with a name. Open the Segments dropdown:

• New segment — build the rules, name it, save. The list immediately shows its members.
• Click a saved segment — applies its rules. The badge next to each name is its current size, loaded when the menu opens.
• Trash icon — deletes the segment. Contacts are untouched.

Segments are live: they re-run every time. A “Dormant customers” segment always means whoever is dormant today, which is why broadcasts can target one directly.

Adding contacts

One at a time

New contact asks for an email (the only required field), first and last name, phone, and optionally tags and lists to put them on straight away.

From a CSV

The upload icon opens Import contacts (CSV):

1. Tick First row is a header if your file has one.
2. Drop in a .csv. It needs an email column.
3. Map columns — point each one at Email, First name, Last name, Full name, Phone, or one of your custom fields. Anything you don’t need, set to skip. A column literally called email is mapped for you.
4. Optionally add tags and add to lists for everyone in the file.
5. Tick the confirmation that these contacts opted in. The Import button stays disabled until you do.

When it finishes you get the numbers: total rows, created, already existing, and skipped — with the reasons broken out:

Skipped because	Meaning
not a valid address	Malformed email
reserved for mail admins	postmaster@, abuse@ and similar
repeated in the file	The same address twice
domain doesn’t accept email	The domain has no mail server

Caution

Importing fires your active automations. Anything triggered by contact created or list subscribed runs for every imported contact — so pause those flows first if you don’t want a thousand welcome emails going out at once.

Caution

Import only people who opted in. Purchased, scraped and long-stale lists are the fastest way to bounce and complaint rates that get your sending paused — see Deliverability.

Acting on a selection

Tick rows and an Actions button appears with the count:

Action	What it does
Email	Opens the broadcast composer with these contacts as the audience
Tags	Add or remove tags in bulk
Add to list	Adds to a list, keeping existing memberships
Move to list	Moves from one list to another
Add to automation	Enrols them in an automation
Add to suppressions	Stops emailing them — they stay in your list
Delete	Removes them from the project. Can’t be undone

The same actions, minus the bulk ones, are on each row’s ⋯ menu.

The contact record

Click a row to open it. Five tabs:

Overview — the summary. Lifespan, purchases, payments and products across the top; Email engagement (delivered, opened, clicked, bounced, with open and click rates); their details, tags and enrolled automations; and recent activity.

User Info — the editable record: contact information and details, custom fields, tags, enrolled automations, and the products they have. Manage fields here is where you add, rename and remove the custom fields available across all contacts.

Activity — the full history: email activity (every message, its status and subject, with clicked links) and the automation log.

Payments / Invoices — what they’ve paid.

Notes — your own notes on this person.

Arriving from somewhere else

Click a number on a message, broadcast or automation and you land here pre-filtered — “Filtered by contacts who opened ‘March newsletter’” in a banner at the top. The × clears it and leaves you with the full list.

That’s the fastest route from “the open rate was low” to “here’s exactly who didn’t open it”.