Contact status
Each contact has one Contact status. It describes the mailbox as a whole and overrides every list the contact is on.
Subscription to an individual list is tracked separately. See Lists.
Transactional sends follow different rules: an Unsubscribed contact still receives transactional mail such as receipts. See Send policies.
Add a contact manually
1
Open the Add Contact page
Click Add Contact in the toolbar. Where you start decides the list: from a list’s view (a list selected in the sidebar), the contact joins that list, and the page says Will be added to the ”…” list. From All Contacts, the contact isn’t added to any list.
2
Fill in the details
Email is required. Every other field is on the page: first and last name under Contact, company, job title, phone, birthday, language and timezone under Profile, and the postal address under Address. Any custom fields you have defined appear at the end.
3
Save
Click Add Contact to save and go back to the contacts table, with your filters as they were. Click Add and create another to save and start a new contact straight away.The contact is created with the status Active, and subscribed to the list if you started from one. Adding it to a list can start automations with a Contact Added to List trigger. If the address already exists, its details are updated; if it had unsubscribed from that list, it stays unsubscribed. To add it to more lists later, open the contact and use Subscribe to list, or select it in the table and use Bulk update → Add to list.
Find contacts
- Search: the search box matches email and name.
- Lists sidebar: click a list on the left to show only its members. The table then gains a Status in column named after the list, and the Add Existing button appears so you can add existing contacts to that list.
- Filters: the Filters: row has Email, External ID, First Name, Last Name, Phone, Language, Country, Status and List. Click one to turn it into an editable chip. List status (Subscribed, Pending, Unsubscribed) appears once a list filter is set. Click Clear to remove every filter.
- Segments: the Segments: row shows one coloured chip per segment with its contact count. Click a chip to show only its members. Click it again to remove the filter.
Choose columns
Click the columns button next to the export button to show or hide Name, Lists, Segments, Contact status, Country, Language, Timezone, Phone, Source, Added and Custom Fields. Your choice is remembered in your browser. In the Lists column, each list has a coloured dot for the contact’s status on that list.Bulk update
1
Select contacts
Tick rows, or use the header checkbox to select every contact on the current page. The selection is kept when you move between pages and cleared when you change a filter.
2
Choose an action
Click Bulk update and pick an Action:
- Add to list / Remove from list
- Set list subscription status: Subscribed, Pending or Unsubscribed on one list
- Set a profile field: country (ISO code), language, timezone, source, company or job title. Leave the value blank to clear the field.
- Set a custom field (shown only if you have custom fields)
- Set contact status and Delete contacts (Owners and Admins only)
3
Apply
Click Apply. A message reports how many contacts matched and how many changed.
Save a filtered view as a list
When a filter is active, click Save as List and choose where the matching contacts go:- A new list: enter a name and, optionally, a description, then click Create List.
- An existing list: pick the list and click Add to list. Contacts already on it stay as they are, including anyone who unsubscribed from that list, and the confirmation tells you how many were added and how many were already there.
Export to CSV
Click CSV in the toolbar to download the contacts that match the current filters. The file includes profile fields, each list asList name:STATUS, segments, and one column per custom field. You need export permission to see the button.
- Up to 250,000 rows per export
- Up to 5 exports per minute per user
The contact page
Click a row to open the contact.- Header: the email address (with a copy button), status, Lifetime value, Purchases, Last goal and Website visits where available (see Events and goals).
- Unsubscribe from all lists: marks the contact Unsubscribed and records an opt-out on every list. Campaigns and journeys stop sending to them straight away. Setting the status back to Active under Edit Contact does not re-subscribe them to any list; you have to add each list back yourself.
- Awaiting confirmation: if the contact is Pending, or is Active but hasn’t yet confirmed a double opt-in list, a banner explains why, with a Resend Confirmation button. See Double opt-in.
- Edit Contact: change profile fields, status, source and custom field values.
You can also open the activity timeline from the table without leaving it: click the clock icon (View activity) on a row.
Row actions
The ⋮ menu on each row offers Edit Status, Resend Confirmation (for Pending contacts, and for Active contacts with a Pending list subscription), and Delete contact. When you are viewing a list, the last one becomes Remove from list, which keeps the contact in your workspace.Troubleshooting
A contact shows as Subscribed on a list but never receives campaigns
A contact shows as Subscribed on a list but never receives campaigns
The contact status wins. If the contact is Unsubscribed, Bounced, Complained or Pending, hovering the list badge explains that they opted in to the list but cannot be sent to.
I can't find Set contact status or Delete contacts in Bulk update
I can't find Set contact status or Delete contacts in Bulk update
Only Owners and Admins can use those actions.