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Contacts

The Contacts screen is your contact book. Every recipient of every campaign is saved here automatically, together with the data that filled the merge tags, so you can reuse them in the campaign builder without going back to a spreadsheet.

The Contacts screen

ColumnWhat it shows
EmailThe address, with an Unsubscribed or Blocked badge when it applies.
CampaignsHow many of your campaigns have included this contact.
Last campaignWhen this contact was last emailed.

The search box matches the email address and every saved field value. Clicking a row opens the contact; hovering it reveals a Delete contact button. The list loads more rows as you scroll.

The sidebar on the left filters the book:

  • All: everyone.
  • Unsubscribers: contacts who clicked an unsubscribe link. New campaigns skip them automatically.
  • Blocklist: contacts you blocked yourself. New campaigns skip them too.
  • Your lists: the contact lists you created.

Click a contact to see when it was last emailed, its merge fields (the column values saved from your sheets and files) and the campaigns it was part of, each a link to the campaign.

The details of a contact

An unsubscribed or blocked contact says so at the top, with the date.

The details of an unsubscribed contact

Contacts are created automatically when you send, but you can also add them by hand:

  • Add contact creates one contact with an email address and any merge fields you want.
  • Import takes a CSV or XLSX file, or a pasted list of addresses separated by commas, spaces or new lines.

The Add a contact dialog

The Import contacts dialog

Tick the checkboxes (or Select all) to act on several contacts at once. A toolbar replaces the search box with:

  • Add to list and, on a list tab, Remove from list.
  • Block, or Unblock on the Blocklist tab.
  • Delete, which removes the contacts from the book only; past campaigns are unaffected.

The selection toolbar after ticking two contacts

Blocking, unblocking, adding to a list and removing from a list can be undone from the confirmation toast.

Lists group contacts so you can reuse them quickly, for example VIP customers or Conference leads. Create one with the + next to Your lists, give it a name, then add contacts to it from the selection toolbar. In the campaign builder, lists appear as filters of the Contact book source.

The New list dialog

A contact list

The ⋮ menu next to a list renames or deletes it. Deleting a list keeps the contacts in your book.

Block a contact to keep it out of every future campaign, whatever source the campaign comes from: the row in your sheet is marked Unsubscribed with a note, and the email is not sent. Unblock from the Blocklist tab.

The Blocklist tab