Managing and Viewing Contacts
This section covers everything from adding new contacts to managing lists and viewing detailed contact histories.
Importing ContactsLearn how to easily import contacts into your system using a CSV file.
Exporting contactsExporting contacts populates your Excel spreadsheet with details. To export, select "More" and then "Export" from the dropdown menu.
Add Contacts ManuallyHere is how you can add contacts manually.
Contact ProfilesContact Profiles enable user management through tags, property updates, group assignments, deletions, password resets, and order views.
PropertiesNeed help with custom properties? Go to the Settings tab to create fields like text or email for your forms, with options to hide them.
CRM TagsTags help segment your audience. To create one, go to the Contacts tab and select the tab icon. You can also use tags on widgets.
Create a Membership GroupThis article shows how to create and manage membership groups and add users. Start by selecting "Add Group" in the 'CRM' tab.
Membership (Secured) contentHere is how you can give access to members only on your page.