Create and manage your Contacts

You can create new contacts and update existing ones in the Contacts tab of your account. Contacts can be added through form submissions, imported from an external CSV file, or added individually.

This article explains how to get started with creating Contacts.

Creating Contacts is available on all Typeform plans. If you’re on an Enterprise plan, only users with Owner or Admin permissions can view Contacts and access contact data. Contact your CSM if you would like to give access to Contacts to all team members.

✨ You’ll find the manual steps for creating and managing your contacts below. To speed things up, you can also ask Typeform AI to do these things for you.

To get you started, here are some examples of what you could ask Typeform AI:

• Create a contact for Jamie Rivera with email jamie@example.com.
• Add a new contact for Priya Shah, mark them as Subscribed, and add a note saying they asked about enterprise pricing.
• Find all contacts who are Unsubscribed and delete them.
• Show me contacts with missing names.

To create a new Contact

1. Log into your account and click the Contacts tab.

2. If you’ve created some Contacts already, you’ll see them listed here. If you haven’t created a Contact yet, you can get started in a few different ways:
   1. Click Auto-add from forms to map your Contact properties from your forms. You can find out everything about property mappings here.
   2. Click Add with import to import Contacts from a CSV file. You can find out everything about CSV imports here.
   3. Click add individually to manually create a Contact. Read on to find out how this is done.

3. If you've selected to add contacts individually, you’ll see some default Contact properties including Email and Name. You can manually enter the contact information you need here. You can also add Subscription status and include some notes about the contact. Your notes can be up to 1,000 characters.

4. Enter a valid email address in the Email field of your Contact. The email address can be up to 254 characters long. An Email address is required to create a Contact, and you won’t be able to save a Contact without a valid email address.

Note that you won’t be able to save a Contact if the email address you’ve entered is not in a valid format.

5. Optionally, you can enter the name of your contact (up to 254 characters).

6. Select your Contact's Subscription status from the dropdown list. To make sure you’re compliant with legal requirements, ask your Contacts for their consent before subscribing them to communications.

The Subscription status of a Contact can be the following:

• Subscribed
• Unsubscribed
• Never subscribed
• Suppressed

Note that you can't select the Suppressed subscription status manually. Learn more about the Subscription status property here.

7. Add some notes about your contact if you like (up to 1,000 characters). Click Save when you’re done creating your new contact.

8. If you’ve selected Subscribed as your Contact’s Subscription status, you’ll also see a message asking you to confirm that you’ve received consent from your Contact. Click Subscribe if you’ve obtained their consent.

Your Contact has been created and its details have been added to your default Contact list. Along with the required Email and Subscription status contact information columns, you'll also see the following non-editable details:

• Last change column with the date and time of the last contact update. You can sort this column to show newest or oldest contacts at the top of the list. Learn more about sorting columns here.
• Last update source column showing the source of each contact. The values in this column can be the following: 
  • CSV import for contacts imported from a CSV file,
  • Sync for contacts added through form submissions,
  • Manual edit for contacts added individually.

• Sources column indicates all contact sources. For example, if a contact was first created manually, then updated through forms submissions, you'll see each of those sources listed here. When viewing contact details on the right-hand side, you can also click the expand icon next to the name of the form to directly open and edit it.

• Data enrichment column indicates whether a contact has been enriched with additional data (shown by a tick). This feature is available on selected plans only. You can learn more about this feature here.
• Automations column indicates which active automations the contact is currently enrolled in, helping you see at a glance how that contact is being used in automations.

You'll also see a Contact column. When you scroll across to see the information in your Contacts database, you can keep track of which contact you're looking at as the Contact column is frozen in place. If you've added the Name standard property to your Contacts, this name will also appear in the Contact column. If the Name property is empty, the contact's email address will be displayed in the Contact column.

If you want to add more or different information about your Contacts, you can edit existing properties, or add new ones. For example, you could edit the Name property to First Name and create a separate property for Last Name. You can choose from a list of standard properties or create custom properties to fit your use case. Find out more about creating and managing Contact properties here.

Search your Contacts table 

Use the search bar above the Contacts table to quickly find specific contacts without scrolling through long lists.

Search looks across Name, Email, Phone, and Text properties.

To find contacts based on other properties (e.g. Multiple Choice), use filters instead.

Edit Contacts

Now that you have created some Contacts, you’ll see them in your Contact list where you can also edit or delete them.

To edit contacts:

1. Go to the Contacts tab to view the Contacts you’ve created. Your Contacts will be in the default Contact list, or in a Contact list you’ve created. You can find out more about how to create Contact lists here.

2. Click the View icon on the email address to open the contact and see all its details.

3. The details of the selected Contact will be displayed on the right-hand side.

4. Click Edit (the pencil icon) to update a Contact.

This will let you manually edit the property fields of your Contact. Click Save when you're done.

Delete Contacts

When you delete a contact, this will delete them from all your contact lists and from your contacts database.

Delete an individual contact:

1. To delete a single contact, click the checkbox to select it, then click the Delete (trashcan) icon in the bar that appears at the bottom of the page.

2. You’ll see a warning message letting you know that this will permanently delete the contact you’ve selected. Click Delete contacts if you’re sure you want to delete it, or click Cancel to go back to your contact list.

3. Alternatively, click the View icon to open the contact and see all its details.

4. Click Delete (the trashcan icon).

5. You’ll see a warning message letting you know that this will permanently delete the contact you’ve selected. Click Delete contact if you’re sure you want to delete it, or click Keep contact to go back to your Contact list.

Delete multiple contacts:

1. To delete multiple contacts, click the checkbox next to each contact you want to delete. A bar will appear at the bottom of the page showing how many contacts you’ve selected and a Delete option (trashcan icon).

2. When you click the Delete option, you’ll see a warning message letting you know that this will permanently delete the contacts you’ve selected. Click Delete contacts if you’re sure you want to delete them, or click Cancel to go back to your contact list.

3. To select all contacts in your current view, click the checkbox in the table header. You’ll see how many contacts have been selected in the bar at the bottom of the page. Click the trashcan icon, and confirm in the pop-up to permanently delete all selected contacts from your contacts database.

4. Alternatively, if you start to select the contacts you want to delete and want to select all contacts instead, click the Select all contacts option in the bar that appears at the bottom of the page. 

You’ll see the number of contacts that have been selected. 

Then click the trashcan icon and confirm in the pop-up to permanently delete all selected contacts from your contacts database.