Contacts

The Contacts module serves as the central customer database within the platform. Use it to manage customer profiles, organize audiences, and maintain the data used across campaigns, segmentation, and automation.

Contacts

Add or update customer profiles manually, search for specific records, and filter the database to review the contacts that match your criteria. Contact data can be used throughout the platform for audience building, personalization, campaign delivery, and automation.

The Contacts page displays the total number of records, a list selector, and searchable columns for each contact's name, assigned lists, phone number, email address, and last update date. Use New Contact to add a profile manually.

Fictional contact records illustrate the information available in the Contacts list.

Lists

The platform supports reusable Contact Lists that can be used as campaign audiences or organizational groups. Lists can be managed independently and assigned to multiple campaigns.

Contact Lists can be used across Email, WhatsApp, In-App, Web Campaigns, and Workflow Journeys.

Fictional example lists show the list name, type, and number of included contacts.

Create

Create or update an individual customer profile manually through the platform. Enter the available customer information and any relevant business attributes, then save the record for use in audiences, personalization, segmentation, and campaign delivery.

Complete the available profile details, optionally assign custom fields and lists, then select Add Contact.

Import

Bulk importing is supported through a multi-step CSV import wizard. The wizard includes:

CSV upload.
Automatic or manual field mapping.
Data validation before import.
Batch creation or update of customer records.

This allows organizations to onboard large customer databases quickly while maintaining data consistency across the platform.

Start by uploading a CSV file, then continue through field mapping, contact creation, and review.

Custom Fields

Create custom customer attributes beyond the default profile fields. Examples include Loyalty Tier, Membership ID, Preferred Store, Industry, or any other business-specific data.

Custom fields can later be used for personalization, segmentation, and automation.

The fictional Loyalty Tier field is an example of an attribute that can be used for personalization and segmentation.