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GuidesContactsContacts overview

Contacts

Contacts are the people your business communicates with. Every contact has an identity, properties, event history, and segment memberships — all updated in real-time.

Accessing contacts

Go to People → Contacts. You’ll see a searchable, filterable table of all contacts in your workspace.

What you see

Contact table

Each row shows:

  • Name (or email/phone if name isn’t set)
  • Status — active, inactive, or deleted
  • Channels — which channels they’re reachable on (email, phone, push token)
  • Last active — when they last fired an event
  • Segments — number of segments they belong to
  • Tags — manual or auto-applied labels

Filters

Filter contacts by:

  • Tags — manual labels you’ve applied
  • Segment membership — contacts in a specific segment
  • Channel reachability — has email, has phone, has push token
  • Activity — active in last N days, or inactive
  • Outlet — contacts whose recent activity (events with location_id) is attributed to a specific outlet, set via the location chip-strip at the top of the page
  • Properties — any contact property (city, plan, custom fields)

Search by name, email, phone, or user ID. Partial matches work.

Contact count & stats

The header shows:

  • Total contacts — all contacts in the workspace
  • Active — contacts who fired an event in the last 30 days
  • New this month — contacts created in the current calendar month

Creating contacts

Contacts are created automatically when:

  • Someone is tracked via the SDK (identify() or track() with a user ID)
  • A CSV or CRM sync imports records
  • A Shopify/WooCommerce order webhook fires with a new customer
  • You manually create one via the API (POST /api/v1/contacts)

What’s next

F&B Growth PlaybookContact profiles