Overview

Efficiently manage your contact database with powerful search, filtering, and bulk operation capabilities. Keep your lists clean and up-to-date with comprehensive management tools.

Viewing Contacts

Navigate to Contacts → All contacts to access your complete contact database.

Contact details page showing subscription status and associated fields

Searching and Filtering

Quick Search

Use the search bar to quickly find contacts by:

• Email address

• Name (if custom field exists)

• Any custom field value

Advanced Filtering

Build complex filters using multiple criteria:

1

Select Filter Type

Choose from:

• Subscription Status

• Email

• Lists

• Custom Fields

2

Set Conditions

Define your filter logic:

• Is / Is not

• Contains / Does not contain

• Greater than / Less than (for numbers)

• Before / After (for dates)

3

Apply Filter

Click Search to view filtered results.

Contact filtering interface with subscription status filter

Common Filter Examples

Active Subscribers

Subscription Status → Is → Subscribed

Find all contacts who can receive campaigns.

Recent Signups

VIP Customers

Inactive Users

Individual Contact Actions

Click on any contact to view their details and perform individual actions:

Contact actions menu with delete, unsubscribe, and edit options

Available Actions

Edit Details

Update contact information

• Modify custom field values

• Update email address

• Change list assignments

• Add notes or tags

Changes are saved automatically and reflected immediately in campaigns.

Manage Lists

Unsubscribe

Delete

Bulk Operations

Perform actions on multiple contacts simultaneously for efficient management.

Selecting Contacts

Selection Methods

• Click checkboxes for individual contacts

• Use "Select All" for current page

• Apply filters first to target specific groups

Bulk Actions Available

Add to Lists

1

Select Contacts

Check the contacts you want to add to lists.

Bulk action to add selected contacts to lists

2

Choose Lists

Select one or more destination lists.

List selection dialog for adding contacts

3

Confirm Action

Click Add To Lists to complete the operation.

Remove from Lists

1

Select Contacts

Mark contacts to remove from lists.

Click More Actions → Remove from lists.

Bulk action menu showing Remove from lists option

2

Choose Lists

Select which lists to remove contacts from.

List selection dialog for removing contacts

3

Confirm Removal

Click Remove to process the action.

Bulk Unsubscribe

1

Select Contacts

Choose contacts to unsubscribe.

Click More Actions → Unsubscribe.

Bulk action menu showing Unsubscribe option

2

Confirm Action

Type 'unsubscribe' to confirm.

Confirmation dialog to unsubscribe contacts

3

Process Unsubscribe

Click Unsubscribe to complete.

This action cannot be undone. Contacts must re-subscribe themselves.

Export Contacts

1

Select for Export

Choose contacts to export.

Click More Actions → Export.

Bulk action menu showing Export option

2

Confirm Export

Click Confirm Export.

Confirmation dialog to export contacts

3

Download File

Check your email for the download link.

Email notification with download link for exported contacts

Export includes all contact fields and list memberships.

Bulk Delete

1

Select for Deletion

Choose contacts to delete.

Click More Actions → Delete.

Bulk action menu showing Delete option

2

Confirm Deletion

Type 'delete' to confirm.

Confirmation dialog to delete contacts with warning

3

Process Deletion

Click Delete to permanently remove contacts.

This action cannot be undone. All contact data will be permanently deleted.

Contact Status Management

Understanding Subscription Status

Subscribed

Active and engaged

• Can receive marketing emails

• Counted in campaign recipients

• Full access to all features

• Default status for new imports

Unsubscribed

Pending

Bounced

Best Practices

Contact Management Tips

1. Regular Cleaning: Remove bounced and inactive contacts monthly

2. List Hygiene: Audit lists quarterly for relevance

3. Segmentation: Use filters to create targeted segments

4. Export Backups: Regular exports for data safety

5. Consent Tracking: Document how consent was obtained