Find people and read a contact page

#Find people

• Search by email or name looks for part of an address or a name.
• Load a list or a segment has the choices Everybody, your lists and your segments. Press Show to apply it. A note on the page tells you which one you are looking at, with a link to show everybody again.
• The filter buttons are Everyone, Can email, Held back, Active, Lapsing and Quiet.
• Held back list opens the page for people you cannot email (see "Consent, unsubscribes and held-back contacts").
• Download CSV exports what you are looking at, with the same search, filter and sort.

Click a column heading to sort. Click it again to flip the order.

#The table

Every row has the person's name and address, then:

• Engagement. Active, Lapsing, Dormant or Quiet. A click in the last 90 days or an order in the last 180 days makes someone Active. Opens alone never make anyone Active, because some opens are machines. Lapsing runs to 180 days, Dormant to a year, and after a year of nothing the person is Quiet. New people get their first three marketing emails before they are judged at all.
• Can we email them? A plain answer, such as Yes · opted in at checkout or Yes · they typed their email on your site. A no says why: No · they opted out, No · not from your site (imported or a list), No · your brand requires an opt-in or No · quiet for 12 months.
• Optional columns. Press Columns to show Last opened, Last order, Orders, Lifetime total, Source, Lists, Country and Added. Your choice is saved in this browser only. Back to the usual resets it.

A blank in Last opened reads No open recorded. It does not mean the person did not read the email. Many mail apps block the tracking image.

If your plan covers a set number of people, a Covered or Locked tag appears. Locked people were added after the ones your plan covers, and campaigns and flows skip them.

#Act on many people

Tick the boxes. A bar appears above the table.

• Pick a list in Which list, then Add to list or Take off list.
• Export these downloads only the ticked people.
• Stop emailing them stops marketing to them. Owners and admins only.
• Erase removes the people for good. Owners and admins only. A box lists what is destroyed. The delivery record stays with no name on it, plus a one-way code so the address can never be mailed again if it is imported later.
• Clear removes the ticks.

#One person

Click a name. The contact opens as a panel, or as a full page if you open it in its own tab. It shows:

• The engagement tag, the Can we email them? answer, order count and lifetime total, and the last open and click.
• Add a note, Lists and Stop emailing them. Lists shows every list with Add or Take off.
• Where their consent came from. Every record of a yes or a no, with the date, the source and, when we have it, the exact words they saw. Nobody can edit this list, including us.
• Held back? Either Clear, or the reason and whether it can be undone.
• Every email, and what happened. Held back means we chose not to send. Bounced means we sent and the inbox answered. Both show the reason.

The full page adds three cards:

1. Their details. Press Edit to change First name, Last name, Email address and Custom fields (+ Add a field). Changing the address moves their consent record, orders and held-back status with them, and it does not count as them agreeing to anything.

2. Notes. Notes are for your team. A note never changes whether someone can be emailed. Press Delete to remove one.

3. Their data. Download gives you one file with everything we hold on them, which is what a data request asks for. Erase removes them as above.

#Stop emailing one person

Press Stop emailing them. Marketing stops at once, in campaigns and flows. Order confirmations still go out. The record shows it was your decision, not theirs. You cannot switch it back on from here.

#If it didn't work

• A person you expected is missing. Check you are not inside a list or segment. Press Show everybody.
• The answer says "No · not from your site (imported or a list)". The address came in a file. See "Import contacts and consent".
• The Edit, Erase or Stop buttons are missing. Your role cannot use them. Ask an owner or admin.