The Manage Contacts page holds every contact collected across your involve.me organization in one place. From here you can search, filter, tag, customize your view, open a full contact profile, and save any filtered view as a segment that keeps itself up to date. This article covers how contacts, filters, and segments work together.

Open Contacts from the top navigation to reach Manage Contacts. The Contacts page is only visible to workspace owners and organization admins.

A contact is created whenever a completed submission contains a valid email in any personal data field. This is usually a Contact Form, but the email can also come from a hidden field that passes it into the submission. Two conditions apply: the funnel must be live (drafts never create contacts), and contact creation can be disabled per funnel. If the same person submits again, their existing contact is updated with the new submission and funnel count rather than duplicated.

The table shows each contact with columns for email, first name, last name, phone, submissions, funnels, tags, and opt-in status. You can:

To add contacts without a funnel submission, click Actions and select Import. You can upload a CSV or TXT file up to 3MB and map each column to a contact property, or copy and paste up to 1000 email addresses directly.

You can apply a single tag to everyone in the import, and you confirm consent to contact them with a checkbox before the import runs.

Click the columns icon to open Customize columns. Tick the fields you want visible and drag the handles to reorder them. Available columns include Email, First name, Last name, Phone, Mobile, Company, Address, City, State, Postcode, Country, and Submissions. Click Reset to defaults to go back to the standard layout.

Click Filter to build advanced searches and narrow your list. Add one or more filters from these types:

Stack multiple filters and use the selector between them to control how they combine: AND returns contacts matching every condition, OR returns contacts matching any condition.
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Filter groups. For more advanced logic, combine whole groups of filters. Click Add filter and choose Filter group. Filters inside a group combine with AND or OR, and the groups themselves combine with AND or OR, so you can mix operators in one view.

For example: (Submitted: B2B Lead Magnet AND Contact created after 2026-08-01) OR (Submitted: Car Loan Calculator AND Opened: feedback email).

Contact properties store data on each contact beyond the built-in fields. To create and manage them, click Actions and select Manage properties. You can create up to 100 custom properties per organization. Each property has a name and one of four types: text, number, boolean, or date.

The Manage properties view also shows which funnels map data into each property, so you can see where a property's values come from.

A segment is a live group of contacts. Instead of a one-time filtered result, it keeps updating on its own: contacts enter as they start matching the conditions and leave as they stop.

There are three ways to reach the segment builder: build a filter and click Save as segment in the filter panel; open the view dropdown at the top left (it reads All contacts by default) and click + Create new segment; or click Actions and select Manage segments. Set the conditions, give the segment a clear name, and save it. The builder shows how many contacts currently match.
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Your saved segments then appear in that same dropdown, so you can switch between All contacts and any segment without rebuilding the filters each time. When you open a segment you see the contacts that match its conditions right now, and because segments are dynamic that list changes over time.
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Contact properties group contacts by information saved on their profile, such as name or company, plus any custom properties you create. Common examples are lead stage, interest, score category, or customer type.

This is especially powerful when properties update automatically through workflows or integrations. As soon as a property changes, the contact enters or leaves the matching segment.

For example, a segment where Contact property: Lead stage / Condition: is / Value: Qualified always holds every contact currently marked Qualified, and drops each one the moment their lead stage changes.

Segments can trigger email automation. In Email Automation, two triggers respond to segment membership:

For example, with a Qualified Leads segment you can trigger a workflow the moment a contact enters it, then send a follow-up email, update a property, add a tag, or notify your team. To set this up: go to Workflows, create a new workflow, choose Entered segment or Exited segment as the trigger, select the segment, and add the actions you want to run.

Click any contact to open its full profile. It has three parts:

Personal Data groups the contact's fields into Contact (first name, last name, email, phone, mobile, organization name), Address (street, zip code, city, state, country), Socials (website, Facebook, Twitter, Instagram, LinkedIn), and Other.

Timeline shows the contact's full activity history: funnels started and completed (with outcomes), workflow emails sent and whether they were opened, and integration events such as data sent to Google Sheets. Links let you open the funnel, view the submission, or view the workflow.

Right panel holds Custom Properties, Tags, Segments (which segments this contact is currently in), and Metrics: funnel submissions, funnel participations, opt-in status, and last seen.
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From the Actions menu on the profile you can Opt-out the contact or Delete contact. Opting out is permanent: opted in simply means the contact has never unsubscribed, as there is no double opt-in. Once a contact opts out, from the dashboard or an email unsubscribe link, this cannot be undone in the UI.

Create and remove tags from the Contacts page via Actions, then Manage tags. In the dialog:

Removing a tag deletes it from every contact it is applied to. It does not delete the contacts themselves. Click Done to close the dialog.