All your customers in one place
Messages > Contacts is one address book for every customer your site has met, no matter how they arrived - all of them in one place, whether they bought, booked, subscribed or just sent a message.
Where contacts come from
A contact is created by any of these, and Source records which:
- sending a contact form,
- subscribing to your mailing list,
- placing an order,
- making a booking or a reservation,
- being added by you.
Somebody who does several of those is one contact, not four. That is the point of the page: before it, a customer who ordered and then emailed you existed twice, with no way to see they were the same person.
What each contact shows
| Column | What it tells you |
|---|---|
| Name, Email, Phone | How to reach them. |
| Source | How they first arrived. |
| Orders | How many times they have bought. |
| Spent | Total money, across everything. |
| Last seen | The last time they did anything. |
| Tags | Your own labels. |
Spent and Orders together are your most useful sort. The customers at the top are the ones worth a personal email, and most businesses cannot name them without looking.
What you can do from here
- Add tag - label them for later.
- Add to newsletter - subscribe them to your mailing list.
- Merge - join duplicates. See Segments & merging.
- Delete - remove them entirely.
Good to know
- Being a contact is not being subscribed. Someone who ordered from you has not agreed to receive marketing; use Add to newsletter only where you genuinely have consent.
- Deleting a contact does not delete their orders. The sales record stays.
Finding the people you want
One list of everybody is only useful if you can narrow it, so the page opens with quick filters that answer the questions most often asked of it:
| Filter | Who it shows |
|---|---|
| All contacts | Everyone, however they arrived. |
| Customers (bought) | People who have actually placed an order. Your revenue, in one list. |
| Leads | People who got in touch but have not bought. |
| Bookers | People who have made an appointment or a reservation. |
| Newsletter signups | People subscribed to your mailing list. |
These are views rather than saved segments. When you want a rule that keeps re-evaluating itself, and an audience you can email, build a segment instead - see Segments & merging.
Find duplicates scans for contacts that look like the same person, usually because they ordered under one address and subscribed under another. It hands back the possible pairs for you to confirm rather than merging anything by itself, because a wrong merge is not undoable. Run it before any send where the count matters, and before you judge anybody's total spend.
Next steps
Related reading
- One customer list for your business - why the same person in four places costs you money.