Contacts, Tags, and Segments

Contacts

The Contacts page lets an organization create, edit, and inspect contacts. A contact can include email, first name, last name, phone, subscription status, tags, and custom field values.

CSV import

CSV import creates multiple contacts in one operation. Plan limits are enforced during import to avoid exceeding contact quotas.

Tags

Tags organize the audience by source, event, interest, sales pipeline, or campaign. They can be reused in segments and automations.

Custom fields

Custom fields add business data to contacts. Supported types include text, number, email, URL, date, select, and boolean.

Segments

Segments dynamically resolve contacts from rules such as subscription status, engagement score, dates, tags, and available data. They are used as campaign audiences and automation inputs.