⌘K

Contact support

Contacts and CRM

Profiles, tags, lists, segments, imports and the forms that feed them.

Finding your way around the Contacts list Tabs, search, sorting, columns and bulk actions on the main Contacts screen. Reading a contact profile Details, notes, the activity timeline, orders and lifetime value, tags, lists and membership. Tags and lists, and when to use each Two reusable labels for grouping contacts, how to create them and where they show up. Contacts and CRM Where every lead and customer lives: profiles, tags, lists, segments and imports. Segments, saved audiences that update themselves Build a rule once and the matching contacts stay current on their own. Importing contacts from a CSV Prepare the file, map the columns, tag on import, and understand how duplicates are handled. How forms on your pages capture leads Form fields map to contact fields, submissions land in Contacts, and double opt-in is one switch.