# 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.
## 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:
{% stepper %}
{% step %}
**Select Filter Type**
Choose from:
* Subscription Status
* Email
* Lists
* Custom Fields
{% endstep %}
{% step %}
**Set Conditions**
Define your filter logic:
* **Is** / **Is not**
* **Contains** / **Does not contain**
* **Greater than** / **Less than** (for numbers)
* **Before** / **After** (for dates)
{% endstep %}
{% step %}
**Apply Filter**
Click **Search** to view filtered results.
{% endstep %}
{% endstepper %}
### Common Filter Examples
{% tabs %}
{% tab title="Active Subscribers" %}
```
Subscription Status → Is → Subscribed
```
Find all contacts who can receive campaigns.
{% endtab %}
{% tab title="Recent Signups" %}
```
Signup Date → After → [Last 30 days]
AND Subscription Status → Is → Subscribed
```
Identify new subscribers for welcome campaigns.
{% endtab %}
{% tab title="VIP Customers" %}
```
Customer Tier → Is → VIP
OR Total Purchases → Greater than → 1000
```
Target high-value customers.
{% endtab %}
{% tab title="Inactive Users" %}
```
Last Activity → Before → [90 days ago]
AND Subscription Status → Is → Subscribed
```
Re-engage dormant subscribers.
{% endtab %}
{% endtabs %}
## Individual Contact Actions
Click on any contact to view their details and perform individual actions:
### Available Actions
{% tabs %}
{% tab title="Edit Details" %}
**Update contact information**
* Modify custom field values
* Update email address
* Change list assignments
* Add notes or tags
{% hint style="info" %}
Changes are saved automatically and reflected immediately in campaigns.
{% endhint %}
{% endtab %}
{% tab title="Manage Lists" %}
**Add or remove from lists**
* Add to multiple lists
* Remove from specific lists
* View all assigned lists
* Check list membership history
{% endtab %}
{% tab title="Unsubscribe" %}
**Remove from all marketing**
* Marks contact as unsubscribed
* Removes from all active campaigns
* Preserves contact data
* Cannot be reversed manually
{% hint style="warning" %}
Unsubscribed contacts must re-subscribe themselves to receive emails again.
{% endhint %}
{% endtab %}
{% tab title="Delete" %}
**Permanently remove contact**
* Deletes all contact data
* Removes from all lists
* Cannot be undone
* Frees up contact quota
{% hint style="danger" %}
Deletion is permanent. Export contact data before deleting if needed.
{% endhint %}
{% endtab %}
{% endtabs %}
## Bulk Operations
Perform actions on multiple contacts simultaneously for efficient management.
### Selecting Contacts
{% hint style="info" %}
**Selection Methods**
* Click checkboxes for individual contacts
* Use "Select All" for current page
* Apply filters first to target specific groups
{% endhint %}
### Bulk Actions Available
#### Add to Lists
{% stepper %}
{% step %}
**Select Contacts**
Check the contacts you want to add to lists.
{% endstep %}
{% step %}
**Choose Lists**
Select one or more destination lists.
{% endstep %}
{% step %}
**Confirm Action**
Click **Add To Lists** to complete the operation.
{% endstep %}
{% endstepper %}
#### Remove from Lists
{% stepper %}
{% step %}
**Select Contacts**
Mark contacts to remove from lists.
Click **More Actions** → **Remove from lists**.
{% endstep %}
{% step %}
**Choose Lists**
Select which lists to remove contacts from.
{% endstep %}
{% step %}
**Confirm Removal**
Click **Remove** to process the action.
{% endstep %}
{% endstepper %}
#### Bulk Unsubscribe
{% stepper %}
{% step %}
**Select Contacts**
Choose contacts to unsubscribe.
Click **More Actions** → **Unsubscribe**.
{% endstep %}
{% step %}
**Confirm Action**
Type 'unsubscribe' to confirm.
{% endstep %}
{% step %}
**Process Unsubscribe**
Click **Unsubscribe** to complete.
{% hint style="warning" %}
This action cannot be undone. Contacts must re-subscribe themselves.
{% endhint %}
{% endstep %}
{% endstepper %}
#### Export Contacts
{% stepper %}
{% step %}
**Select for Export**
Choose contacts to export.
Click **More Actions** → **Export**.
{% endstep %}
{% step %}
**Confirm Export**
Click **Confirm Export**.
{% endstep %}
{% step %}
**Download File**
Check your email for the download link.
{% hint style="info" %}
Export includes all contact fields and list memberships.
{% endhint %}
{% endstep %}
{% endstepper %}
#### Bulk Delete
{% stepper %}
{% step %}
**Select for Deletion**
Choose contacts to delete.
Click **More Actions** → **Delete**.
{% endstep %}
{% step %}
**Confirm Deletion**
Type 'delete' to confirm.
{% endstep %}
{% step %}
**Process Deletion**
Click **Delete** to permanently remove contacts.
{% hint style="danger" %}
This action cannot be undone. All contact data will be permanently deleted.
{% endhint %}
{% endstep %}
{% endstepper %}
## Contact Status Management
### Understanding Subscription Status
{% tabs %}
{% tab title="Subscribed" %}
**Active and engaged**
* Can receive marketing emails
* Counted in campaign recipients
* Full access to all features
* Default status for new imports
{% endtab %}
{% tab title="Unsubscribed" %}
**Opted out**
* Cannot receive marketing emails
* Excluded from all campaigns
* Status preserved for compliance
* Can only be changed by contact
{% endtab %}
{% tab title="Pending" %}
**Awaiting confirmation**
* Double opt-in required
* Confirmation email sent
* Cannot receive campaigns yet
* Expires after set period
{% endtab %}
{% tab title="Bounced" %}
**Invalid or unreachable**
* Email address is invalid
* Automatically marked by system
* Excluded from future sends
* Requires manual review
{% endtab %}
{% endtabs %}
## Best Practices
{% hint style="success" %}
**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
{% endhint %}
