Contacts & Data

Your database needs to be clean and organized. Here is how to manage it.

Importing Contacts

Bulk import contacts using CSV files. This is the fastest way to migrate from other tools like Mailchimp or HubSpot.

CSV Requirements

  • Must have a header row.
  • Must contain an email column (case-insensitive detection).
  • Optional columns: first_name, last_name, phone.
  • Any other columns can be mapped to Custom Fields.

Custom Fields

Store additional data about your subscribers, like "Company", "Plan Tier", or "Signup Date".

To create a custom field:

  1. Go to Fields & Tags > Custom Fields.
  2. Click Create Field.
  3. Enter a Key (e.g., plan_tier) and a Label.
  4. Choose a type (Text, Number, Date, Boolean).

Once created, you can use these fields in Email Templates as {{plan_tier}}.

Tags and Segmentation

Use Tags to organize users into groups (e.g., "VIP", "Newsletter", "Churned").

  • Manual Tagging: Select contacts in the list and apply tags.
  • Automated Tagging: Use the "Add Tag" action in Automation flows.
  • API Tagging: Pass tags in the POST /ingest payload.