Contacts

What is the Contacts Module?

The Contacts module is your relationship management system. It stores every person who interacts with your WebApp — whether they signed up, made a purchase, or were imported from another platform. This is where you can instantly see who, when, what, how, and why for any user.

Every contact record serves as the ultimate source of truth for a user on your WebApp, bringing together their profile information, purchase history, tags, and activity in one place.

Contact Types

Contacts are categorized into two types:

• Lead — Someone who has shown interest but hasn't made a purchase yet (signed up, subscribed to newsletter, etc.)
• Customer — Someone who has completed a purchase or transaction

Contacts automatically transition from Lead to Customer when they make their first purchase. You can also manually change a contact's type if needed.

Contact Data

Each contact record stores:

• Basic Information — First name, last name, email address, phone number
• Address — Full address including street, city, state/province, zip code, and country
• Tags — Labels for segmentation and organization
• Timestamps — When the contact was created and last updated
• Module Data — Additional information from other modules (purchases, subscriptions, activity)

Managing Contacts

The Contacts list provides powerful tools for managing your audience:

• Search — Find contacts instantly by name, email, or phone
• Filter by Type — View all contacts, only leads, or only customers
• Filter by Tags — Include or exclude contacts based on specific tags
• Sort — Order by name, email, type, or creation date

Available actions for each contact:

• View — Open the full contact profile
• Edit — Update contact information and tags
• Delete — Remove the contact permanently

Bulk Operations

For managing large numbers of contacts, use the Edit All mode:

• Select individual contacts using checkboxes
• Select all contacts on the current page
• Select all contacts matching your current filters (across all pages)
• Bulk delete selected contacts with confirmation

When bulk deleting, you'll need to type "DELETE" to confirm, preventing accidental mass deletions.

Contact Profile

Clicking on a contact opens their full profile, displaying all their information in a clean, organized layout:

• Contact details (name, email, phone, type)
• Address information
• Creation and last update timestamps
• All assigned tags
• Module Widgets — Additional sections from other modules, such as purchase history from the Offers module

This is where other modules integrate their data — for example, the Offers module adds a widget showing all purchases, allowing you to view orders, manage entitlements, and process refunds directly from the contact profile.

Tags

Tags are the foundation of contact segmentation. They allow you to categorize and organize your contacts for targeted communication and filtering.

Navigate to the Tags section to manage your tags:

• Create Tags — Add single tags with name and optional description, or bulk import multiple tags at once
• View Contact Count — See how many contacts have each tag (clickable to filter the contacts list)
• Edit Tags — Update tag names and descriptions
• Delete Tags — Remove tags that are no longer needed

Tags are automatically assigned when:

• A contact purchases an offer (based on the offer's default tags)
• A contact uses a specific checkout (based on checkout custom tags)
• A product tag is applied when a contact gains access to a product
• You manually assign tags while editing a contact

Importing Contacts

Import contacts from CSV, TSV, or TXT files to quickly populate your database from other platforms or spreadsheets.

The import process:

1. Upload — Drag and drop or browse to select your file (up to 10MB)
2. Map Fields — Match your CSV columns to contact fields. Common field names are auto-mapped for convenience
3. Import — Process contacts in batches with real-time progress
4. Review Results — See how many contacts were created, updated, or skipped

Available import fields:

• Email (required) — The contact's email address
• First Name / Last Name / Full Name — Name fields (Full Name automatically splits)
• Phone — Phone number (international format preferred)
• Country Code — If phone numbers don't include country code, map this to add it
• Address Fields — Address lines, city, state, zip, country
• Type — lead or customer
• Tag — Apply a tag to all imported contacts

If an email already exists, the import will update the existing contact rather than creating a duplicate.

Integration with Other Modules

Contacts is the foundation that every other module builds upon. Whether it's sending emails, processing purchases, running automations, or delivering digital products — everything connects back to contact records.

Some integrations are visible directly on the contact profile as cards (like purchase history), while others work in the background to deliver services. Each module's documentation covers its specific integration with Contacts.