Contacts is the unified directory for everyone your organization has a relationship with: people who requested program info, joined a waitlist, started checkout, enrolled, or were imported from a spreadsheet. Every person is a single, deduplicated contact record, and from Contacts you can segment them, tag them, and email them.Documentation Index
Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt
Use this file to discover all available pages before exploring further.
Where to find Contacts
Go to Program Dashboard → Contacts in the sidebar. The page has four tabs:| Tab | What it’s for |
|---|---|
| Overview | At-a-glance program lists, cohort lists, saved custom lists, recent sends, and your email quota. |
| All Contacts | The full searchable table with filters (status, source, program, tag, date range), bulk tag, bulk delete, and bulk email. |
| Tags | Create, rename, and delete organization-wide tags and see how many contacts are on each. |
| Send History | Every email campaign you’ve sent, with recipient count and delivery stats. |
What you can do
- Add or import contacts — Manually add one contact, or bulk import via CSV with column mapping.
- Segment — Filter by email status, source, program interest, cohort, tag, or date. Save any filter set as a reusable custom list.
- Tag — Apply organization-wide tags to individuals or in bulk from the table. Tags are first-class filters in the list builder and email audience picker.
- Email — Send an email to All Contacts, everyone interested in a program, a cohort’s students or waitlist, a custom list, or a tag. Send a test to yourself first.
- Promote to lead — Turn a contact into a tracked lead for a specific program (creates a program info request).
- Track unsubscribes and bounces — Contacts that unsubscribe or bounce are automatically excluded from future sends.
How contacts are created
A contact is created (or matched, if the email already exists) whenever any of the following happens:- Someone submits Request Program Information on your public page
- Someone starts checkout but does not complete payment (cart abandonment)
- Someone joins a cohort waitlist
- Someone enrolls in a cohort
- You import contacts from a CSV
- You manually add a contact from the Contacts page
Requirements
- Subscription: Contacts is available on all plans. Email campaigns and monthly email volume are feature-gated — see plan tiers and limits.
- Role: Program owners and instructors can view and manage contacts, send email, and promote to lead.
- Email sending: Your organization email address (used in the CAN-SPAM footer) must be set in organization settings before you can send campaigns.
Learn more
| Guide | What it covers |
|---|---|
| The contact record | Fields on a contact, sources, program interests, email status (active / unsubscribed / bounced). |
| Managing contacts | The All Contacts table: filters, bulk tag, bulk delete, opening the detail panel. |
| Tags | Creating tags, assigning in bulk, using tags in lists and email audiences. |
| Custom lists and the audience builder | Filter conditions, saving a list, live preview count, editing a list. |
| Importing contacts | CSV/TSV upload, column mapping, optional program interest and tags on import. |
| Email campaigns | Audience types, recipient count preview, test sends, and what the CAN-SPAM footer contains. |
| Send history and deliverability | Viewing past sends, delivered/failed counts, and how bounces and unsubscribes are handled. |
| Promote a contact to a lead | Turn a contact into a tracked lead for a specific program offering. |
| Unsubscribe and compliance | How unsubscribe links work, the public unsubscribe page, and what’s required before sending. |