Managing Contacts

View and Manage Email Contacts Gathered Through Projects.

Adrian avatar
Written by Adrian
Updated over a week ago

When navigating to the menu tab Contacts you'll be able to see all email contacts across your entire organization in one place.

If you're interested in having a more detailed view of each one of your contacts, then make sure to check out the following article: Contact Details Card
Whenever you gather a participant's email by having a Contact Form within your project, it will get added to the organization-wide contact list. If it's a recurring participant and the contact already exists, the entry will get updated with a new submission and project count.

You can currently work with contacts within a set of actions, such as:

  • Searching for individual contacts by email address,

  • Adding and removing tags individually and in bulk (by selecting multiple contacts),

  • Filtering by tags, either by selecting a tag from the dropdown or clicking on one,

  • Importing contacts (via file upload or by copy and pasting them),

  • Deleting contacts individually or in bulk.

Each contact features additional information regarding:

  • The number of submissions across all projects within your whole organization,

  • The number of projects the contact has participated in,

  • If they are subscribed, i.e. have proactively opted in for your conditions,

  • The date the contact was first created and added to the list,

  • The date the contact was seen last participating in a project.

Should you have further questions, please contact support.

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