Comprehensive Guide To Managing Contacts Panel In Squarespace
The Contacts Panel is a centralized hub for managing relationships with clients, subscribers, members, donors, and form submitters. It provides comprehensive contact management features and detailed interaction tracking.
View and Manage Contacts
- Access all contacts with email addresses and names
- Sort by various details including name and email
- Filter by tags or use advanced filtering options
- Search for specific contacts by name or email
- View detailed interaction history for each contact
Import Contacts
- Upload multiple subscribers via .csv file
- Add individual subscribers manually
- Select or create mailing lists
- Confirm marketing communications consent
Contact Organization
- Add up to 250 unique internal tags
- Create and save up to 5 custom segments
- Filter by account status, subscriber details, client information, member details, and donor information
- Manage tags through the dedicated tag management interface
Squarespace Transaction Receipt
Marketing Communications
- Track who accepts marketing communications
- Manage subscription preferences
- Handle unsubscribe requests
- Monitor subscriber metrics through weekly reports
Contact Management Features
- Edit contact names
- Add internal notes
- Export contacts to .csv format
- Delete contacts (with considerations for active memberships/subscriptions)
Additional Tools
- View detailed subscriber metrics
- Track engagement history
- Manage form submissions
- Handle subscriber preferences
Privacy and Data Management
- Secure contact information storage
- Option to delete individual contacts
- Maintain communication consent records
- Export capabilities for data backup
The system enables efficient contact organization while maintaining privacy standards and providing comprehensive tracking of all customer interactions.
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