Contacts

The Contacts area is where you review, update, and act on the audience records used across Leadpush. Use it when you need to search for a person, inspect their attributes, confirm subscription status, review related messages and segment membership, or troubleshoot how that contact is moving through your marketing workflows.

Guides in this section

• Importing Contacts

Before you start

• Make sure your workspace Identity setting is correct, because it determines how contacts are uniquely recognized.
• Create any missing custom fields in Workspaces -> Data -> Fields before you start importing or editing records.
• Use Creating Contacts if you need a separate setup guide for manual creation, CSV import, or API-based creation.

Manage the contacts list

Open Contacts from the main dashboard sidebar to reach the full contacts table.

From this screen you can:

• search the table to find a specific contact
• filter by Provider
• filter by Subscription to separate subscribed and unsubscribed records
• click New Contact to add one record manually
• use the dropdown beside New Contact to Import CSV
• open the row actions menu to view, edit, subscribe, unsubscribe, or delete a contact

Create or import contacts

Leadpush supports two common ways to add records from the Contacts screen.

Create one contact manually

Import contacts from CSV

If you need to add many records at once, use the dropdown beside New Contact and choose Import CSV. That workflow sends you through the contact import setup and review flow so you can map columns before the records are created.

For the full step-by-step workflow, read Importing Contacts.

Open and review a contact record

Click a contact name or email in the table to open that contact’s detail page.

At the top of the record, Leadpush shows:

• the contact email address
• the created date
• the contact provider label when available
• a Subscribed or Unsubscribed badge
• an actions menu for editing, sending a message, changing subscription state, or deleting the record

What each contact tab shows

Each contact record is split into tabs so you can inspect related activity without leaving the profile.

Overview

The Overview tab shows the contact’s stored attributes, including any default fields and custom workspace fields. If a provider label exists, it appears above the attribute list. Use Edit from this screen when you need to update attribute values.

Activity

The Activity tab shows the event history for that contact, including:

• contact created
• contact updated
• contact subscribed
• contact unsubscribed
• custom events
• comment activity

You can also click Send Event from this tab to attach a custom event with an event name and JSON payload.

Segments

The Segments tab shows which saved segments the contact is associated with, along with the most recent segment event such as joined or left.

Messages

The Messages tab shows messages connected to the contact, including send source, delivery status, engagement states, and related newsletter or campaign links when available.

Workflows

The Workflows tab shows campaign or workflow participation for the contact, including current status and start time.

Add comments and recent notes

On desktop layouts, the contact page also includes a sidebar with:

• Recent Activity, which highlights the latest events on the record
• Comments, where teammates can leave internal notes on the contact

Use comments for operational context that should stay inside the team, such as why a record was updated, why a recipient was reviewed, or what follow-up is needed before the next send.

Common contact actions

You will usually manage contacts through one of these actions:

• Edit to update names, identity values, or custom attributes
• Send Message to send a direct message to that contact from the record
• Subscribe or Unsubscribe to change sending eligibility
• Delete Contact when the record should be removed from the workspace

If you change subscription state, the badge on the profile and the activity history both update to reflect that action.

Best practices

• Keep identity fields accurate so imports, API syncs, and updates attach to the correct record.
• Create custom fields before bulk imports so column mapping stays clean.
• Review subscription state before sending, especially when a recipient should no longer receive marketing messages.
• Use comments and custom events to preserve context directly on the contact instead of tracking it in a separate document.
• Check the Segments and Messages tabs when you need to understand why a contact did or did not receive a send.

Troubleshooting

Related guides

• Importing Contacts
• Creating Contacts
• Fields
• Segments
• Managing Suppressions
• Contacts API