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.