Contacts

Tabs All, Subscribed, Not subscribed ("Not subscribed" is everyone who isn't subscribed, whatever the reason: they asked to stop, they never signed up, or they only ever chatted). Each row's Status uses the same words as the contact's own page (below); hover it for a one-line reason. The Has customer feedback button next to the tabs shows only people with a Customer feedback entry on their page (press it again to clear it); the tab counts follow it.

Contacts/new, "Add contact" for one, or contacts/import, "Import contacts" for a CSV batch. On the import page you must answer "Did these people agree to receive marketing emails from you?" before you can import; nothing is picked for you. "Yes, they agreed: subscribe them" subscribes them straight away and keeps a record, with the date, that you told us they agreed. "No or not sure: add them unsubscribed" adds them with no marketing emails (use it for a list you have no consent for yet, for example one moved from a WordPress site): each gets a note saying where they came from and that the basis is pending, and they show as "Not subscribed". Not sure how the file should look? On the import page, "Download a sample file" gives contacts-sample.csv: three example lines under the heading line email,name,phone. Fill it in and choose it under "CSV file" (or paste the same lines in the box). Only email is required (a real address, duplicates are skipped); name is optional; phone is optional, written with the + and country code (+2348012345678, +447700900123), no spaces. With the heading line first the columns can be in any order ("e-mail", "full name" and "mobile" are understood too); with no heading line the order is email, name, phone. Files saved from Excel or Google Sheets (quoted names, semicolons) work. Up to 500 lines. A column guide sits under the button on the page.

The contact's own page has a tag manager to add/remove tags one at a time; from the contacts list, select rows and use the bulk action bar's "Add tag" / "Remove tag" (pick a tag, then "Apply").

On a contact's own page, switch "Subscribed to marketing emails" on or off; from the list, select rows and bulk "Resubscribe" / "Unsubscribe". Unsubscribing here, in bulk or with the switch, puts the person on the suppression list, so their Status reads "Unsubscribed" and they stay off even if you import them again. "Resubscribe" and the switch do not turn marketing back on for someone on the suppression list; the page says so, and removing them from the suppression list is how to email them again. The suppression list shows every address that will never be emailed — from unsubscribing, a hard bounce, or a spam complaint — with filter tabs All/Unsubscribed/Bounced/Marked as spam, and a way to remove an entry. Addresses brought in as blocked from another system show as "Blocked" (a "Blocked" tab appears once there are some).

The badge at the top of a contact's page (and the Status column in the list) says: "Subscribed"; "Unsubscribed" — they asked to stop, and they are on the suppression list (the only thing that gets this word; signing up again with a form or the newsletter box does not undo it: only the business can, from the Suppression list); "Bounced", "Marked as spam" or "Blocked" — also on the suppression list, for those reasons; "Not subscribed" — nothing says they ever signed up for marketing (a buyer, a chat visitor, someone brought in who wasn't subscribed), so none is sent, but they did not ask to stop. What happens when they tick a sign-up form, the newsletter box or a funnel opt-in is your choice in Settings > Email, "Confirm new subscribers by email": Off (the default) subscribes them straight away; "Existing contacts only" sends someone already in your contacts one "Confirm your subscription" email; "Everyone" sends it to every new subscriber too. Pressing its button makes them "Subscribed" (their Consent history then shows "Double opt-in"). Someone who clicked unsubscribe is always sent that email, whatever you chose, and their click is what lifts the unsubscribe; someone who bounced, marked your email as spam or is blocked is never emailed and stays off; "Chat only" — they have no email address of their own (a WhatsApp, text or website-chat person), so you can only reach them through chat. The list shows their phone number with a WhatsApp or SMS mark, or "Website chat visitor" when there is no phone, and no email is shown. Search finds them by name, email or phone number, however the number was typed. No email, broadcast or automation is ever sent to them, and a new WhatsApp or text person starts as not subscribed. Lazycom no longer makes up an email address for them: the email box on their page is simply empty. If you add a real email to such a person later, they become a normal contact with that address. Each phone number can belong to only one chat-only contact in a store, so giving one a number another already has shows "Another contact in this store already has that phone number, so nothing was saved."; "Waiting for confirmation" (they signed up but never clicked the confirmation link, so no marketing emails) or "Order emails only" (order and account emails, no marketing); these two come from contacts brought in from another system. Marketing emails only ever go to a contact who is subscribed and not on the suppression list. Order and account emails are not affected by any of these.

The "Consent" list in a contact's Details box (shown when there is any) says what they agreed to (marketing emails, data processing, the terms, confirmed their email address), when, and where it came from (for example Groundhogg, FluentCRM or a form). "About" before a date means the exact time wasn't recorded. These records can't be edited.

On a contact's own page, "More details" shows the business's own fields (for example Birthday, Job title, Customer type). "Add or change fields" adds a field: give it a name and pick its kind (Short text, Long text, Number, Amount of money, Percentage, Web address, Email address, Phone number, Date, Date and time, Pick one from a list, Pick several from a list, Yes or no). A field is shared by every contact on the site; "Change" renames it or edits its choices, and "Remove" deletes it and its value from every contact. "Edit" fills in this contact's values. Up to 100 fields per site.

The contact's page has a "Company" box: "Add a company" / "Change", type the company's name (existing companies are suggested; a new name makes the company), or leave it empty to remove it. One company per contact.

The "Notes" box on the contact's page: write a note, pick its kind (Note, Call, Email, Meeting, Task, Other) and press "Add note". Notes show who wrote them and when, newest first; notes brought in from another system are marked "Brought in". "Delete" removes one. A note labelled Customer feedback came from an order (it names the order code): it is written from the order, cannot be typed here and has no Delete here; a manager deletes it from the order.

Above the tabs, pick Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This month, Last month, All time, or your own From/To dates ("Show these dates"; both days are included and the To date can't be in the future). Only contacts added in those dates are listed, and the numbers on the tabs follow them. The choice stays in the page address; All time (the default) shows everyone.

"Export CSV" at the top of the Contacts list downloads the contacts the list is showing (the same tab, search and dates, every page) as a CSV file; when dates are picked the button says which ("Export CSV (This month)"): name, email, phone, channel, tags, email status (the same words as the list: Subscribed, Unsubscribed, Bounced, Not subscribed, Chat only…), "Can be emailed" (Yes only for someone subscribed, with a real address and not on the suppression list), source, date added and contact ID. People who only chatted have no email in the file, never a made-up one. Only the account owner and admins can export contacts; a file holds at most 50,000 contacts.

"Delete" from the contact's own page, or bulk "Delete" from the list (selected rows).