Contacts
Contacts
Contacts is the leads database behind your campaigns: every person you import or add lives here with their fields, tags, score, and engagement history. This guide covers adding and importing contacts, shaping the data with custom fields and filters, and keeping the list clean.
In this guide you will:
- add contacts by hand and import CSVs with field mapping
- define custom fields and lead-scoring rules
- filter, bulk-edit, and export the database
The Contacts page
Contacts in the sidebar opens with stat cards, a filter bar, and the contact table (20 per page, with a grid view toggle). The header holds four buttons: Settings, Import, Export, and Add Contact.
Adding a contact manually
Add Contact opens a four-tab dialog:
- Basic Info — First/Last Name, Email (required), Phone, Website, Status (Active by default; also Converted, Unqualified, Lost, Archived), Source, Tags (up to 10), and social links.
- Company — Company Name, Job Title, Department, Notes.
- Address — street, city, state, country, postal code.
- Custom — values for your custom fields.
An email that already exists is rejected — one contact per address. Editing a contact adds a Lead Score slider (0–100).
CSV import
Import opens a four-stage dialog: upload, Map Your Fields, progress, and results.
- Drag in a CSV (up to 10 MB / 50,000 rows) or paste rows straight from a spreadsheet — the paste box detects comma or tab delimiters, so copying out of Google Sheets or Excel works. A CSV template is downloadable.
- Each column gets a mapping card with sample data. Recognized headers are auto-mapped; anything else maps to a standard field (Email — required — First/Last Name, Company, Phone, Tags, Notes, Source), a custom field, a new custom field created on the spot, or "Skip this column". Tag cells split on commas, semicolons, or pipes.
- The optional Apply to All Imported Contacts panel stamps tags, notes, or custom-field values onto every imported row — handy for marking the import source.
Imports over 50 rows run in the background with a progress bar. The results screen buckets every row: imported, already in your list, duplicates within the file, invalid email format, undeliverable domain, on the suppression list (imported but excluded from sends), and other errors — with a downloadable error report.
The import checks your plan's contact limit before it starts; if the file would push you over, you get a "Contacts limit exceeded" error instead of a partial import. Limits per plan are on the Billing page.
Custom fields and lead scoring
The header's Settings button opens the Contact Settings page with two sections:
- Custom Fields Configuration — define fields of type text, number, date, select (dropdown options), or boolean, optionally required. Custom fields appear in the add/edit dialog, the import mapper, filters, table columns, and campaign personalization.
- Lead Scoring Rules — rules that award or deduct points based on attributes and engagement, feeding the 0–100 score you can filter and sort by.
Finding contacts
- The filter bar has search ("Search by name, email, company...") and a status dropdown.
- More Filters opens the Advanced Filters dialog: tags, a lead-score range, date-added and last-contacted ranges, quick checkboxes (has/missing phone, has/missing company, has notes, no tags), and Build Custom Filters — rows of field / operator / value across every standard and custom field, with text operators like Contains, Starts With, and Is Empty. Multiple rows must all match.
- A column manager shows or hides table columns, including your custom fields, opens, and clicks.
Bulk actions and export
Selecting rows raises the bulk bar ("N of M contacts selected", with a true select-all across pages). The Actions menu covers: Edit Selected (a bulk-edit dialog for status, company, tags, score, notes, and custom fields), Mark as Active, Mark as Converted, Archive Selected, Manage Tags, Export Selected, and Delete Selected. Operations over 50 contacts run as background jobs with a progress dialog.
The header Export button downloads contacts-YYYY-MM-DD.csv honoring whatever filters are active — filter first, then export, to get exactly the slice you want.
Contacts and newsletter subscribers are separate databases. Campaign outreach draws from Contacts; newsletter lists have their own subscriber records with their own import, statuses, and double opt-in. See Newsletters.
Do it via the API
Everything here — CRUD, search, tagging, custom fields — is exposed in the Contacts API reference, which is the right tool for keeping an external system in sync.