Manage your contacts efficiently to understand and engage with your audience better through the Contacts menu. Here's everything you need to know:

View Contacts

• Access all contacts through the Contacts menu
• Sort by name, email address, and other details
• Filter using tags or advanced search options
• View detailed interactions by clicking on individual contacts
• Edit contact names using the pencil icon

Import Subscribers

1. Upload Multiple Subscribers:

   • Click "Add Subscribers" > "Upload a List"
   • Upload CSV file
   • Select or create mailing list
   • Confirm marketing acceptance
   • Review and import

2. Add Individual Subscribers:

   • Click "Add Subscribers" > "Add Individual Subscriber"
   • Enter name and email
   • Choose mailing list
   • Confirm marketing acceptance

Organize Contacts

• Add up to 250 unique tags for internal organization
• Create segments using filters like:
  • Account status
  • Subscription details
  • Purchase history
  • Donation information
  • Membership status
• Save up to 5 segments for quick access

Manage Marketing Preferences

• Track contacts who accept marketing communications
• Handle unsubscriptions manually or through automated links
• Monitor subscriber changes through weekly email reports

Additional Features

• Add internal notes for customer details
• Export contacts to CSV files
• Edit contact information
• Delete contacts (with important considerations for active subscriptions)

Best Practices

• Keep contact information updated
• Use tags for efficient organization
• Regular backup through exports
• Monitor subscriber reports for audience insights
• Review marketing permissions regularly

Security and Privacy

• Internal notes and tags are not visible to customers
• Follow proper unsubscription procedures
• Handle contact deletion carefully, especially for active accounts
• Maintain customer privacy in exported data

Remember: Changes to contacts can affect customer accounts, orders, and subscriptions. Always consider these relationships before making major changes.

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