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Contact Management

Your Contacts dashboard is your audience at a glance. Every person who has subscribed through one of your forms or purchased 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 (for segmentation)
  • Phone number
  • Total amount spent — the cumulative value of all their purchases from you

Adding contacts​

Contacts are added to your list in four ways:

  1. Via an Email Capture block — when someone subscribes through an Email Capture block embedded on one of your pages
  2. Via a Form — when someone submits a standalone form built with the Forms feature
  3. Via a product — when someone purchases 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

What you can do from the contacts dashboard​

  • Search and filter your contacts by name, email, or tag
  • Click into any contact to view their full record, purchase history, and tag list
  • Manually assign or remove tags
  • Delete a contact

Your contacts list is the foundation of your email marketing — broadcasts and automations are all sent to segments of this list.