The Contacts panel helps you manage and review all your client interactions in one place, including subscribers, members, donors, and form submitters.

View and Manage Contacts

• Access all contacts with their email addresses and names
• Sort by details like name and email
• Filter by tags or use advanced search options
• Click any contact to view their interaction history

Import Contacts

1. Upload .csv file for bulk import
2. Add individual subscribers manually
3. Assign contacts to email marketing lists
4. Confirm marketing permissions

Organize with Tags

• Create up to 250 unique tags
• Use tags for internal organization
• Add/remove tags from individual contacts
• Manage tags through the Contacts panel

Advanced Filtering Options

• Account status
• Subscriber details
• Client purchase history
• Member information
• Donor activity

Manage Marketing Preferences

• Track who accepts marketing emails
• Handle unsubscribe requests
• Manage email distribution lists
• Monitor subscription changes

Additional Features

• Add internal notes
• Edit contact information
• Export contacts to .csv
• Review weekly subscriber reports
• Delete contacts when needed

Important Considerations

• Cannot delete contacts with active subscriptions
• Order history remains after contact deletion
• Deleting contacts is permanent
• Client account deletion requires separate process

The Contacts panel streamlines customer relationship management while maintaining proper data organization and marketing compliance.

Related Articles

Previous Articles