Basics
Managing Contacts
Add, import, and organize your audience
Video Tutorial
Managing Your Contacts — Add, Import & Organize
Video tutorial
Adding Contacts
Add contacts one at a time or in bulk. Each contact has an email address (required) plus optional name, company, and notes.
Go to Contacts
Click Contacts in the sidebar.
Click Add Contact
Fill in the email address. Optionally add a name, company, and any notes you want to remember.
Save
The contact appears in your list immediately. Each email address must be unique.
Add contact form
Adding a new contact with name, email, and company
Importing from CSV
Have an existing list? Import it in seconds:
Prepare your file
Your CSV should have columns for email, name, and company. Only email is required.
Click Import
On the Contacts page, click the Import button and select your CSV file.
Review and confirm
Preview the data before importing. Duplicate emails are automatically skipped, so it's safe to re-import.
CSV import dialog
Upload a CSV file to import contacts in bulk
Your CSV file should look like this:
sarah@acme.com,Sarah Chen,Acme Inc
james@startup.io,James Park,Startup.io
Importing from another email tool? Most platforms (Mailchimp, ConvertKit, etc.) let you export contacts as CSV. Just download and upload here.
Organizing with Groups
Groups let you organize contacts into categories for targeted sending.
Create a group
On the Contacts page, click Groups to manage your groups. Create groups like “Newsletter”, “VIP Customers”, or “Leads”.
Assign contacts
When adding or editing a contact, select which groups they belong to. You can also assign in bulk by selecting multiple contacts.
Send to a group
When composing an email, choose a group as the recipient. Everyone in the group receives the email.
Contact groups management
Organize contacts into groups for targeted sending
A single contact can belong to multiple groups. For example, a person can be in both “Newsletter” and “VIP Customers”.
Contact Status
Each contact has a status that determines whether they receive emails:
| Status | Meaning | Can Receive? |
|---|---|---|
| Active | Receiving emails normally | Yes |
| Unsubscribed | Opted out of emails | No |
| Bounced | Email address is invalid | No |
Unsubscribes and bounces are handled automatically. When someone clicks “unsubscribe” in an email, their status updates instantly. You don't need to manually remove anyone.
Exporting Contacts
Click Export on the Contacts page to download your full contact list as a CSV file. This is useful for:
- Creating backups of your audience
- Migrating to another platform
- Sharing data with your team
Best Practices
Regularly remove bounced contacts and inactive subscribers. A clean list means better deliverability and more accurate analytics.
Only add people who have agreed to receive your emails. Sending to people who didn't opt in leads to spam complaints and hurts your sender reputation.
The more targeted your sends, the better your engagement. Send product updates to customers, not prospects. Send onboarding tips to new signups, not everyone.
Learn About Segments
For dynamic grouping based on rules, check out Audience Segments