The Contacts panel provides a centralized hub for managing all your customer relationships, including subscribers, members, donors, and form submitters. Here's a comprehensive guide on how to use it effectively:

Viewing and Managing Contacts

To view contacts:

• Open the Contacts panel to see all contacts with their email addresses and names
• Filter by tags or use the search function to find specific contacts
• Click on any contact to view their engagement details
• Edit contact names using the pencil icon
• View specific groups through Lists and segments

Adding Subscribers

Import multiple subscribers:

• Upload a .csv file through the Contacts panel
• Select or create an email list
• Confirm marketing permissions
• Review and import

Add individual subscribers:

• Click "Add subscribers"
• Enter name and email
• Select or create a list
• Confirm marketing permissions

Managing Tags

• Add tags to organize contacts (up to 250 unique tags)
• Create new tags or select existing ones
• Manage tags through the ... menu
• Rename or delete tags as needed

Filtering and Segments

Filter by:

• Account status
• Subscriber details
• Customer data
• Member details
• Donor details

Save up to five segments for future use by:

• Selecting desired tags and filters
• Clicking Apply
• Saving with a custom name

Contact Management Features

• Add internal notes for customer details
• Export contacts to .csv files
• View weekly email subscriber reports
• Manage marketing preferences
• Edit contact information
• Delete contacts (permanent action)

Important Considerations:

• Cannot delete contacts with active subscriptions
• Deleting contacts affects order history visibility
• Customer accounts are deleted with contact deletion
• Bulk deletions require contacting support

The Contacts panel helps maintain organized customer relationships while providing tools for effective communication and data management.

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