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Contacts is your address book. It holds everyone who has ever dealt with your organization: people who asked about a program, joined a waitlist, started checkout, enrolled, or came from a spreadsheet you uploaded. Each person is one record. No duplicates, because the email address is what identifies them.

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Where to find it

Go to Program Dashboard → Contacts. There are four tabs.

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What you can do

  • Add people — one at a time, or a whole spreadsheet at once.
  • Filter — by status, source, program, class, tag, or date. Save any filter as a custom list you can reuse.
  • Tag — put your own labels on people, one at a time or in bulk.
  • Email — send to everyone, to everyone interested in one program, to a class roster or waitlist, to a saved list, or to a tag. Send yourself a test first.
  • Promote to lead — start tracking someone as a real sales lead for one program.

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How contacts get created

A contact is created — or matched, if that email is already there — whenever someone:
  • Sends a Request Program Information form
  • Starts checkout and does not finish
  • Joins a class waitlist
  • Enrolls in a class
Or whenever you:
  • Import a spreadsheet
  • Add someone by hand
See The contact record.

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Before you can send email

  • Your plan has to allow it. Starter cannot send campaigns. See Plan tiers and limits.
  • Your organization needs an email address and a mailing address. Anti-spam law requires the mailing address in the footer. Set both in Organization profile.
Program owners and instructors can both use Contacts.

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Learn more