Contact Management

Your Contacts dashboard is your audience at a glance. Every person who has signed up through one of your forms or bought a product, free or paid, appears here as a contact record.

What's in a contact record

Each contact includes:

• Name and email address
• Tags assigned to them (to group your contacts)
• Phone number
• Total spent: the cumulative value of all their purchases from you. You can also edit it by hand, for example for a customer who paid you outside TinyPages.

Adding contacts

Contacts are added to your list in four ways:

1. Via an Email form block: when someone signs up through an Email form block embedded on one of your pages
2. Via a Form: when someone fills in a standalone form built with the Forms feature and gives their email address
3. Via a product: when someone buys a free or paid product, a contact record is created immediately
4. Manually: you can add individual contacts by hand, or import a list in bulk from your dashboard

Import a list from a CSV file

If your contacts are in another tool or in a spreadsheet, you can bring them all in at once. First save or download your list as a CSV file (Excel and Google Sheets both offer this format), then:

1. Go to Contacts and click Import contacts at the top right of the page. On a phone, it's the + button.
2. Choose your CSV file. It can weigh up to 20 MB.
3. To tag everyone in the file, turn on Add tags and pick one or more tags.
4. If one of these tags starts an automation, a Trigger the automation switch appears, turned off. Turn it on only if you want the imported contacts to receive that automation.
5. Click Import. The import runs in the background: you can close the window, and you receive an email once it's done.

Your file needs a column with the email addresses. TinyPages recognizes the usual column names, in English or in French, such as email, first name or prénom, last name or nom, phone or téléphone, and tags. In the tags column, separate several tags with commas, and TinyPages creates the ones that don't exist yet. A column with the amount spent, such as total or montant, fills in Total spent. Rows without an email address are skipped.

To add a single person instead, click Add manually at the bottom of the same window.

When you import a list and add tags, you decide whether those tags start their automations. By default they don't, so you can tag an existing list without emailing everyone at once. One exception: your New contact automation starts for every person the import adds to your list for the first time, Day 0 email included, even when the Trigger the automation switch is off or doesn't show. People who were already in your contacts don't receive it again. See Triggers for how this works. Automations are part of the Pro plan: on the Free plan, no automated email is sent, whatever you choose here.

What you can do from the contacts dashboard

• Search your contacts by name or email, and filter them by Tags or by Products (to find everyone who bought a given product)
• Click into any contact to view their full record, purchase history, and tag list
• Add or remove tags by hand
• Select several contacts with the checkboxes (or all of them at once), then open the ⋮ menu to Add tags, Remove tags, Export them to a CSV file (a spreadsheet you can open in Excel or Google Sheets) or Delete them
• Use Clean my list in the ⋮ menu to delete the contacts who haven't opened any of your emails in the last 90, 180 or 365 days. You can choose to keep your customers.
• Delete a contact

If you work with a team, only the Owner and Admins can export or delete contacts, including with Clean my list.

Your emails and automations are always sent to all or part of this list.