When navigating to the menu tab Contacts you'll be able to see all email contacts across your entire involve.me organization in one place.
If you're interested in having a more detailed view of each contact, 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 funnel, 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 funnel 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)
Creating and deleting tags, and seeing how many contacts have each tag (via the Manage tags modal)
Importing contacts (via file upload or by copy and pasting them),
Deleting contacts individually or in bulk.
Filtering contacts using advanced filters (by funnel, tag, creation date, or last updated date)
Filtering Contacts
Use contact filters to build advanced searches and narrow down your contact list. Click + Add filter to choose from the following filter types:
Submitted in funnel — Show only contacts who completed a specific funnel.
Has tag — Filter by one or more tags applied to contacts.
Contact created — Filter by when the contact was first added.
Contact updated — Filter by when the contact record was last updated.
Contact Properties — Filter by the value of a native or custom contact property.
You can combine multiple filters to refine your results. Use the selector between filters to choose how they combine: AND shows only contacts matching every condition, OR shows contacts matching any condition.
Each contact features additional information regarding:
The number of submissions across all funnels within your whole organization,
The number of funnels 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 funnel.
Saving Filters as Segments
Once you have a filter set you want to reuse, save it as a segment. A segment is a live group of contacts: instead of a one-time result, it keeps updating on its own, adding contacts as they start matching the filters and removing them as they stop.
To save a segment:
Build your filters in the Contacts page.
Click Save as segment.
Give the segment a name and click Create segment. The builder shows how many contacts currently match.
To view or manage your saved segments, click Actions and select Manage segments.
Saved segments can also start automations. In Email Automation, the Entered Segment and Exited Segment triggers let you run a workflow whenever a contact joins or leaves a segment.
Managing Contact Tags
You can create and remove contact tags directly from the Contacts page.
To manage your tags:
Go to Contacts
Click Actions
Select Manage tags
In the Manage tags modal, you can:
Create a new tag by entering a tag name and clicking Create
See all existing tags
Check how many contacts are assigned to each tag
Remove tags you no longer need
Important: Removing a tag deletes it from every contact it is applied to. It does not delete the contacts themselves.
Contact Data From Submissions
Contacts are automatically enriched with personal data collected through Contact Form fields in your funnels. When a participant submits a funnel that includes a Contact Form, the following native fields are saved directly to their contact record:
First name and last name
Phone number
Street address, city, zip code, state, and country
This also applies retroactively — contacts from earlier submissions have been backfilled with any available data for these native fields.
Note on phone numbers: A phone number is only saved to the contact record if it is in a fully valid international format, including the country prefix (e.g. +1, +43, +44). Phone numbers without a country prefix will not be stored on the contact.
Custom Contact Properties
You can define custom properties to store additional data on your contacts beyond the built-in fields. To manage custom properties, click the Actions dropdown at the top of the Contacts page and select Manage properties.
From here you can create up to 100 custom properties per organization. Each property requires a name and a type (e.g. Text). Keep in mind that the type and key of a property are immutable once created — they cannot be changed later, so choose carefully.
Custom properties will appear on the Contact Details Card alongside the native contact fields.
Should you have further questions, please contact support.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.