> ## 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.

# Overview

> A unified view of every person who has interacted with your organization — leads, waitlisted contacts, enrolled students, imports, and manual adds — with tagging, custom lists, and email.

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.

## Where to find Contacts

Go to [**Program Dashboard → Contacts**](https://firstrespondershub.com/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](/leads/where-leads-come-from)).
* **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

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.

## Requirements

* **Subscription:** Contacts is available on all plans. **Email campaigns** and monthly email volume are feature-gated — see [plan tiers and limits](/plans-and-billing/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](/contacts/contact-record-and-sources)                           | Fields on a contact, sources, program interests, email status (active / unsubscribed / bounced). |
| [Managing contacts](/contacts/managing-contacts)                                     | The All Contacts table: filters, bulk tag, bulk delete, opening the detail panel.                |
| [Tags](/contacts/tags)                                                               | Creating tags, assigning in bulk, using tags in lists and email audiences.                       |
| [Custom lists and the audience builder](/contacts/custom-lists-and-audience-builder) | Filter conditions, saving a list, live preview count, editing a list.                            |
| [Importing contacts](/contacts/importing-contacts)                                   | CSV/TSV upload, column mapping, optional program interest and tags on import.                    |
| [Email campaigns](/contacts/email-campaigns)                                         | Audience types, recipient count preview, test sends, and what the CAN-SPAM footer contains.      |
| [Send history and deliverability](/contacts/send-history-and-deliverability)         | Viewing past sends, delivered/failed counts, and how bounces and unsubscribes are handled.       |
| [Promote a contact to a lead](/contacts/promote-to-lead)                             | Turn a contact into a tracked lead for a specific program offering.                              |
| [Unsubscribe and compliance](/contacts/unsubscribe-and-compliance)                   | How unsubscribe links work, the public unsubscribe page, and what's required before sending.     |