Answer
Manage your email contacts, organize them into lists, bulk-import via CSV and export your database. Contacts can come in manually, via import, forms or assessments.
Steps
- Go to Email > Contacts to see all your contacts.
- Add contact: Click + Add, fill in email, name and optionally company name. Assign lists and tags. Toggle "Skip opt-in" if you already have consent.
- Create lists: Click the Lists tab, then + New list. Add a name and description.
- CSV import: Click Import and upload a CSV file. Map columns (email, first name, last name, company, tags). Choose an existing list or create a new one.
- Search and filter: Use the search field, filter by list, tags or opt-in status.
- Export: Click Export to download all contacts as CSV.
Tips
- Tags are powerful for segmentation: group contacts by interest, source or funnel stage.
- During CSV import you can choose "skip" for columns you don't need.
- Contacts who unsubscribe are automatically marked and will no longer receive emails.