Contacts

Contacts (also called subscribers) are the individual email addresses stored in your lists. Each contact can have associated profile data, engagement history, and various status flags that determine how they interact with your campaigns.

Viewing Contacts

All Contacts View

Navigate to Contacts → View/Search Contacts to search and view contacts across all lists.

This view provides:

• Add New button to add a single contact
• Import Contacts button for bulk import
• Bulk Actions dropdown for operations on selected contacts
• Search box to find contacts by email, name, or other data
• Filter dropdown to filter by list or other criteria
• Column reorder button (≡) to customize displayed columns

List-Specific View

Navigate to Lists → Contact Lists, then click on the contact count to view contacts within that specific list.

Contact Information Displayed

The default columns shown are:

Column	Description
Contact	Avatar, name, and email address
Group	The list group
List	The contact list name (clickable link)
Created on	Date and time the contact was added
Bounced	Bounce status indicator (circle)
Unsubscribed	Unsubscription status indicator (circle)
Confirmed	Confirmation status badge (e.g., "CONFIRMED")
Actions	Action menu (three dots)

Contact Actions

Click the actions menu (three dots) next to any contact to access:

Action	Description
Contact Details	View full contact information and custom fields
Email History	View all emails sent to this contact
Edit	Modify contact details and custom field values
Delete	Permanently remove the contact

Customizing Columns

Click the column reorder button (≡) in the top right to customize the display:

1. Select which columns to show
2. Drag and drop to reorder
3. Save your preferences

Column preferences are saved per list.

Adding Contacts

Manual Entry

Navigate to Contacts → Add a Contact or click Add New from the View/Search Contacts page.

Contact's Details

The first section contains the core contact information:

Field	Description	Required
Contact List	Select the list to add the contact to	Yes
Email Address	Valid email address	Yes
Format	Email format preference (HTML or Text)	No
Confirmation Status	Confirmed or Unconfirmed	No
Status	Active or Inactive	No
Bounced	Not Bounced, Soft Bounced, or Hard Bounced	No
Unsubscribed	Yes or No	No

Email Validation

Invalid email formats will be rejected. Ensure the email address is correctly formatted.

Confirmation Status

If set to Unconfirmed, the contact may need to confirm their subscription before receiving campaigns, depending on your settings.

Custom Fields

Below the contact details, you'll see custom fields organized into groups:

Custom Fields (Default)

These are the standard profile fields assigned to the list:

• Title
• First Name
• Last Name
• Company
• Country (dropdown)
• State
• City

Custom Fields (Unsorted)

Any additional custom fields that don't belong to the default group appear here:

• Custom fields you've created (e.g., Company Staff Count, Industry)
• Fields from other sources

Fill in the relevant fields based on the information you have for the contact.

Duplicate Handling

If you try to add a contact that already exists in the list, you'll see an error message:

"The contact [email] already exists in the contact list [list name]."

Each email address can only exist once per list.

Importing Contacts

Navigate to Lists → Import Contacts or click Import contacts from a list's action menu.

File Source

Select how to provide your contact file:

Source	Description
Upload a CSV file	Upload a file from your local machine
Select a file from server	Choose a file already uploaded to the server

Click Browse to select a file from your computer.

Maximum File Size

The maximum file size for uploads is 250MB. For larger files, upload directly to the server and use the server file option.

Rocket Import

Enable the Rocket import toggle to significantly speed up the import process using multi-threading. This is recommended for large files.

Performance

Rocket import uses more server resources. For very large imports, consider running during off-peak hours.

Import Settings

Configure the following options for your import:

Field	Description
Contact List	Select the destination list. Click Create a List to create a new one.
Format	Email format preference: HTML or Text
Confirmation Status	Confirmed or Unconfirmed
Contact Status	Active or Inactive
Includes header?	Yes if your file has a header row (first row will be skipped)
File Format	CSV (comma-separated) or TXT (tab or custom delimited)
Duplicates	How to handle existing contacts: Skip, Update, or Overwrite

Duplicate Handling Options

Option	Description
Skip	Ignore duplicates, keep existing data
Update	Keep existing contact, update with new field values
Overwrite	Delete existing contact, add new one

Field Mapping

After uploading your file, map the columns to the corresponding fields:

Your File Column	Maps To
Column 1	Email Address (required)
Column 2	First Name
Column 3	Last Name
...	(other custom fields)

Email Column Required

You must map at least one column to "Email Address" for the import to proceed.

Import Process

Click Import to start the process. The import runs in the background, showing:

Metric	Description
Total Records	Number of rows in the file
Imported	Successfully added contacts
Duplicates	Contacts already in the list
Invalid	Rows with invalid email formats

Background Processing

You can leave the page during import. The process continues in the background.

Import History

View past imports for a list:

1. Go to the contact list
2. Click Import History from the list actions menu
3. Review import statistics and dates

Editing Contacts

1. Navigate to the contact list or search for the contact
2. Click the Edit icon next to the contact
3. Modify the desired fields
4. Click Save

You can edit:

• Custom field values
• Format preference
• Status flags (Active, Confirmed, etc.)
• Bounce status

Email Address

The email address cannot be changed. To update an email, delete the old contact and add a new one.

Contact Details

Click on a contact to view detailed information:

Contact Information

• Email address
• All custom field values
• Creation date
• Last update date

Email History

View all campaigns sent to this contact:

Column	Description
Name	Campaign name
Sent	Whether the email was sent
Bounced	Whether the email bounced
Status	Delivery status

Event Log

Track all events for this contact:

• Email deliveries
• Opens
• Clicks
• Bounces
• Unsubscribes
• Complaints

Bulk Operations

Selecting Contacts

• Click individual checkboxes to select specific contacts
• Use "Select All" to select all visible contacts

Available Bulk Actions

Action	Description
Delete	Permanently remove selected contacts
Set as Soft Bounced	Mark as soft bounced
Set as Hard Bounced	Mark as hard bounced
Set as Not Bounced	Reset bounce status
Set as Confirmed	Mark as confirmed
Set as Unconfirmed	Mark as unconfirmed
Set as Active	Activate contacts
Set as Inactive	Deactivate contacts

Bulk Update

Navigate to Lists → Bulk Update to update contacts from a file.

How It Works

1. Upload a CSV file with email addresses
2. Select the target contact list(s)
3. Choose an action to apply
4. Process updates in bulk

Available Actions

Action	Description
Delete selected contacts	Remove contacts found in the file
Mark contacts as unsubscribed	Set to unsubscribed
Mark contacts as subscribed	Re-subscribe contacts
Mark contacts as soft bounced	Set bounce status
Mark contacts as hard bounced	Set bounce status
Set contact status to active	Activate contacts
Set contact status to inactive	Deactivate contacts
Mark contacts as confirmed	Set confirmation status
Mark contacts as unconfirmed	Set confirmation status
Set format to HTML	Change format preference
Set format to TEXT	Change format preference

Progress Tracking

The bulk update shows:

• Total records in file
• Total records in contact lists
• Records processed
• Progress percentage

Contact Statuses Explained

Active vs Inactive

Status	Can Receive Emails	Use Case
Active	Yes	Normal, engaged subscribers
Inactive	No	Temporarily disabled contacts

Confirmed vs Unconfirmed

Status	Description
Confirmed	Subscriber has verified their email (double opt-in)
Unconfirmed	Awaiting confirmation

Bounce Status

Status	Description	Impact
Not Bounced	No delivery issues	Normal sending
Soft Bounced	Temporary failure (inbox full, server down)	May retry
Hard Bounced	Permanent failure (invalid email)	Excluded from sends

Subscription Status

Status	Description
Subscribed	Actively opted in
Unsubscribed	Opted out of this list

Suppression Status

Status	Description
Not Suppressed	Normal contact
Suppressed	On a suppression list (email, domain, or IP)

Contact Limits

Your account may have limits on:

• Total contacts: Maximum contacts across all lists
• Contacts per list: Maximum contacts in a single list

The current limit and usage appear in the interface.

Exceeding Limits

If you exceed your contact limit, imports will fail. Contact your administrator or upgrade your package to increase limits.

How Contacts Are Added

The system tracks how each contact was added:

Source	Description
Manual	Added through the interface
Import	Added via CSV import
Webform	Signed up through a web form
API	Added via API integration

This information helps you understand your list growth sources.

Deleting Contacts

Single Contact

1. Find the contact in the list view
2. Click the Delete icon
3. Confirm deletion

Bulk Deletion

1. Select multiple contacts using checkboxes
2. Choose Delete from the bulk actions dropdown
3. Confirm deletion

Permanent Deletion

Deleted contacts cannot be recovered. The contact's email history and engagement data may be retained for reporting purposes depending on your delete settings.

Best Practices

Data Quality

• Validate emails on import: Catch typos and invalid formats
• Use double opt-in: Ensure contacts want to receive emails
• Regular cleaning: Remove bounces and inactive contacts
• Maintain accurate data: Keep custom fields up to date

Import Tips

• Test with small batches first: Import a few records to verify mapping
• Use consistent formatting: Standardize date formats and text casing
• Remove empty rows: Clean your CSV before importing
• Back up before bulk updates: Export your list first

Engagement

• Monitor bounce rates: High bounces indicate list quality issues
• Track unsubscribes: Rising unsubscribes suggest content problems
• Segment by engagement: Target active subscribers differently than inactive

Next Steps

• Custom Fields - Configure additional profile fields
• Segments - Create targeted groups from your contacts
• Suppression Lists - Block unwanted addresses