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A contact is one person in your address book. Their email address is what makes them unique — one email, one contact.

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What’s on a contact

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Where contacts come from

Every contact has one original source, set the first time their email shows up in your organization. The original source never changes, even if the person comes back another way. Say you import Dana from a spreadsheet. Six months later, Dana fills in your info request form. Dana’s source is still Imported. But Dana now picks up a new program interest and a new lead record.

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Program interest

Program interest is the answer to “which of my programs does this person care about?” A contact gains interest in a program when they:
  • Join a waitlist for any class in it
  • Send an information request about it
  • Start checkout for a class in it and stop
  • Are imported with that program selected
Interest goes away when they enroll in a class of that program, or when you remove it by hand. This is the useful part: interest survives from one class to the next. When your next EMT class opens, you can email everyone who ever showed interest in EMT — not just the people who asked this month.

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The three email statuses

You cannot switch someone back to Active yourself. That is deliberate — it is what keeps you on the right side of anti-spam law. Someone who wants back in has to opt in again through your public form.
You can filter the contacts table by status, and the counts for each status sit at the top of the page.

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The detail panel

Click any row to open the contact. From there you can:
  • Edit the name and phone
  • Add and remove tags, including making a new tag on the spot
  • See which programs they are interested in and which classes those tie to
  • Read their history: form submissions, waitlist joins, enrollments, abandoned checkouts
  • Use Promote to lead to start tracking them as a lead for a specific program

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See also