Why it exists
One person may register for a webinar, download a guide, text in and pay. Contacts ties all of that to one record, so you can find anyone and see the whole story, even people who never texted.
How it works
- Tiles show total contacts, SMS opt-ins and how many came from a lead magnet.
- Search by email, phone (typed in any format) or name, or click a Source or Tag chip. Segments include Textable, Qualified (paying buyers), Attendees, Non-attendees, Opted out and Marketing stopped.
- Badges mark buyers, webinar attendees or non-attendees, and people whose marketing was stopped.
- Open a contact for the timeline, attribution touches, webinars, bookings, emails and what was reported to ad platforms.
- On the right, click Stop all marketing to end every automatic text and email to them, add tags or notes, switch the follow-up route, or delete the contact permanently.
Works with
- Conversations: Open conversation to reply
- Customers: Stripe customers link to their contact
- Attribution: channel totals built from these records
Common questions
What does Stop all marketing stop?
Every text and email the system sends on its own: webinar reminders and replays, announcements, follow ups, lead magnet emails, booking reminders and AI replies. Their scheduled texts are cancelled and they are unsubscribed in Mailchimp. A message you type yourself in the Inbox still goes. Resume marketing undoes it, but cancelled texts stay cancelled and Mailchimp keeps them unsubscribed.
Is that the same as Opted out?
No. Opted out means they texted STOP themselves, which blocks every text and can only be undone by them. Stop all marketing is your choice, covers email too, and you can undo it.
How do I bring in a list?
Click Import, add a CSV and use Check first to preview. Rows match existing people by email, then phone, never name, up to 5,000 rows at a time.
Can we text imported contacts?
No. A spreadsheet is not consent. They can be emailed, and become textable only by opting in through our forms.
Attributed or Lifetime?
Lifetime is everything they paid. Attributed counts only payments since their first tracked touch, and drives ad reporting.