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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.

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Where to find Contacts

Go to Program Dashboard → Contacts in the sidebar. The page has four tabs:

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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.

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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
Each contact has an original source that records how they first entered your organization. The source never changes — it’s the first touchpoint. Contacts can later accumulate additional program interests and be on multiple cohorts’ waitlists at once.

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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.

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