Creating Contacts
Add contacts manually, import them in bulk, or create them via API.
Overview
Contacts are the foundation for campaigns, segments, and personalization. Each contact is identified by your workspace identity fields (email by default), plus any custom attributes you define.
Before you start
- You must have Workspace Owner or Member access.
- Confirm your identity fields in Workspace Settings > Identity.
- If you plan to store additional details, create fields first in Workspace Settings > Fields.
Avoid storing sensitive data like passwords, payment details, or government IDs. For more detail, see Managing Attributes.
Create a contact in the dashboard
Use this for individual contacts or small tests.
Go to Contacts
From the Dashboard, click Contacts.
Create a contact
Click the + Contact button.
Fill in required identity fields
Enter the required identity fields (for example, email).
Add optional attributes
Add any extra fields like first_name, last_name, or custom attributes.
Save
Click Create to save the contact.
Import contacts in bulk
Use CSV import for large lists.
Open Imports
Go to Contacts > Imports.
Upload a CSV file
Drag and drop your CSV or click Upload.
Map columns to fields
Match each column to a contact field or custom attribute.
Start the import
Confirm the mapping and start the import. You can monitor progress from the imports list.
Create contacts via API
Use the API when syncing from your product or CRM.
- Include all required identity fields.
- Send attributes using your field keys (snake_case).
- Use upsert behavior when updating existing contacts.
If you need API examples, check your API reference or contact support.
Troubleshooting
Contact not created
- Verify you supplied all required identity fields.
- Check for duplicate identity values if your workspace prevents duplicates.
- Ensure your workspace plan has available contact capacity.
Attribute values not saving
- Confirm the field exists and the value matches its type.
- For dates, use ISO 8601 formats.