Managing Contacts and Lists

Contacts are the people that receive emails. Lists organize those contacts into targetable groups so different campaigns can go to different audiences.

Contacts

Viewing contacts

The Contacts page shows a table with each contact's email, name, status, which lists they belong to, how they were added (manual, import, form, or API), and engagement stats (emails received, opened, clicked).

Filtering

• Search bar — find contacts by email, name, or company
• Status dropdown — filter by subscribed, unsubscribed, bounced, or complained
• List dropdown — show only contacts in a specific list

Adding a contact manually

Click Add Contact. Enter their email (required), first name, last name, company, phone, and select a list. The contact starts in subscribed status.

Importing contacts via CSV

Click Import CSV, upload a spreadsheet, and select which list to add them to. The system automatically recognizes common column names — email, first_name, firstname, fname, name, last_name, company, phone, and others. Existing contacts are skipped (no duplicates), new contacts are added to the selected list.

Exporting contacts

Click Export to download the current filtered view as a CSV file.

Bulk actions

Select contacts using the checkboxes, then use the action dropdown that appears: Add to List, Remove from List, or Delete.

Contact statuses

• Subscribed — receives emails
• Unsubscribed — opted out, no emails sent
• Bounced — email address is invalid
• Complained — reported an email as spam

Lists

Creating a list

Go to Lists and click New List. Enter a name, an optional description, and pick a color. Lists are visual on the dashboard, so colors help scan-recognition.

Viewing list members

Click any list card to jump to the Contacts page filtered to show only that list's members.

Editing or deleting a list

Each list card has Edit and Delete buttons. Deleting a list does not delete the contacts in it — contacts stay in the system, just no longer associated with that list.

Tip

Use multiple lists per audience type — for example, one list for newsletter subscribers, another for paid customers, another for cold leads. This lets you send different campaigns and run different automations per audience without needing tags or filters.