← All guides

Manage your contacts

Contacts is everyone who has bought from you or joined your list. It fills automatically as people check out or download a lead magnet, and you can search, tag, and export them.

2 min · 3 steps

1

Open Contacts

Choose Contacts in the left menu. Every customer and subscriber shows here with what they spent, which products they have, and when they joined.

Open Contacts
2

Tag and filter

Create tags to group people, like a course cohort or your VIPs, and filter by All, Active, or Churned. Tags can also be added automatically by an automation.

3

Export when you need to

Click Export to download your contacts as a file, for a backup or to use in another tool.

Good to know

  • Tag customers by what they bought, then trigger automations off those tags for targeted follow-ups.
  • Your contact list is the asset you own. Grow it with lead magnets and keep emailing it.