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.

This article covers how contacts are created and how you manage them. To filter contacts and save segments, see Segments and Filters. For a detailed view of a single contact, see Contact Details Card.

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:

If the same person submits again and the contact already exists, the entry is updated with a new submission and funnel count rather than duplicated, so each person appears once.

Every contact appears as a row, with their details shown as columns. The default columns are email, first name, last name, phone, submissions, funnels, tags, and opt-in status.

From here you can:

Each contact record also shows the number of submissions across all funnels in your organization, the number of funnels the contact has participated in, their opt-in status, the date the contact was first created, and the date they were last seen participating in a funnel.

Click the columns icon at the top right of the list 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 return to the standard layout.

To add contacts without a funnel submission, click Actions and select Import. You have two options:

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

Select two or more contacts to act on all of them at once. There are exactly three bulk actions:

You can create and remove contact tags directly from the Contacts page.

To manage your tags:

In the Manage tags modal, you can:

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:

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.

You can define custom properties to store additional data on your contacts beyond the built-in fields. To manage them, click the Actions dropdown at the top of the Contacts page and select Manage properties.

Here 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. 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, and you can filter and build segments on them in Segments and Filters.

Should you have further questions, please contact support.

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.