Managing Contacts

Contacts are the people in your audience who receive your email campaigns. Your organization has a Master List that contains all your contacts.

A default "Master List" is created automatically when you sign up.

Adding Contacts

Adding a Single Contact

Open your Master List
Click Add Contact
Fill in required fields:
- Email (required)
- First Name (required)
- Last Name (required)
Optionally add:
- Phone number
- Address information
- Custom fields
- Notes
- Tags
Click Save

Email addresses must be unique in your contact list.

Bulk Import

See Importing Contacts for CSV import instructions.

Editing Contacts

Click on a contact in the list
Update any fields
Click Save Changes

Available Fields

Basic Information:

Email
First Name
Last Name
Phone

Address:

Company
Address Line 1
Address Line 2
City
State/Province
Country
ZIP/Postal Code
Address Phone

Additional:

Custom Fields (see Custom Fields)
Notes
Tags

Deleting Contacts

Delete Single Contact

Click on a contact
Click Delete
Confirm deletion

Bulk Delete

Select multiple contacts using checkboxes
Click Bulk Actions
Select Delete
Confirm deletion

Deleted contacts cannot be recovered.

Searching and Filtering

Search

Use the search box to find contacts by:

Name
Email
Phone

Filters

Filter contacts by:

Custom field values
Tags
Date added
Subscription status

Segments

Save commonly used filters as segments. See Segments for details.

Contact Status

Subscribed vs Unsubscribed

Contacts who click unsubscribe links in emails are automatically marked as unsubscribed and won't receive future campaigns.

View unsubscribed contacts by filtering the list.

Sending Campaigns

When creating an email campaign, you can send to all contacts in your Master List or to a specific segment.

Best Practices

Keep contact information up to date
Remove bounced email addresses
Use custom fields to track important information
Tag contacts for easy filtering