Step 1AudienceBeginner6-8 min

Contacts Management

Import, organize, and segment contacts using CSV uploads, tags, and audience segments.

Step-by-Step Walkthrough

Step 1
Open contacts directory
Use Contacts as your central audience list to review subscribers and track who receives email campaigns.
Step 2
Import contacts
Upload CSV, map fields like first name and email, then validate imported rows before confirming.
Step 3
Add metadata
Store useful contact attributes to improve targeting and provide more context to your team.
Step 4
Organize with tags
Apply labels such as source, interest, or customer stage so teams can quickly filter groups.
Step 5
Create segments
Define condition-based groups for precise campaign targeting instead of broad one-size-fits-all sends.

Practical Deep Dive

This section explains how each screen should be used, what good setup looks like, and the main gotchas to avoid.

●Contacts page: this is your master audience table. Use it for search, quick edits, and status checks.
●Bulk upload screen: upload CSV, map fields, and preview sample rows before final import.
●Tags and Segments screens: apply labels first, then build segment rules on top of those labels and fields.

●Every row has a clean email, sensible name fields, and consistent tag vocabulary.
●List membership reflects real campaign intent, not temporary experiments.
●Segments return predictable audiences when tested repeatedly.

●Different spellings/casing in tags create hidden duplicates (for example 'webinar' vs 'Webinar').
●Wrong CSV column mapping silently hurts personalization later.
●Old unsubscribed records can reappear in views if filters are not set correctly.

●If counts seem off, compare total contacts, list-specific contacts, and segment output before editing data.
●If personalization fields are blank, re-check the mapping step and sample preview rows.
●If segment results look random, simplify conditions and add them back one-by-one.