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.

Note! When you click the Contacts tab for the first time, Typeform may automatically add some contacts using data from responses to your existing forms, if you have fewer than 5 forms in your account. This is expected behavior and lets you explore Contacts using real response data. Learn more about automatic contact creation.

✨ 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

Log into your account and click the Contacts tab.

Typeform account dashboard highlighting the Contacts tab.

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.
2. Click Add with import to import Contacts from a CSV file. You can find out everything about CSV imports.
3. Click add individually to manually create a Contact. Read on to find out how this is done.

The Contacts onboarding screen displaying options to Auto-add from forms, Add with import, or add individually.

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.

The right-hand sidebar for creating an individual contact, showing default empty property fields.

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.

The Email field in the contact creation sidebar with a required email address entered.

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

The Name field in the contact creation sidebar with a name value entered.

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.

The Subscription status dropdown menu showing options like Subscribed, Unsubscribed, and Suppressed.

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.

The Notes text entry box and the Save button at the bottom of the contact sidebar.

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.

A pop-up dialogue box asking to confirm that contact consent has been received.

Your Contact has been created and its details have been added to your default Contact list. In the Contacts table, you’ll see the Subscription status and Email columns, and a subscription status icon next to the contact’s email address so you can check a contact’s subscription status at a glance.

The default Contacts table displaying populated rows with the Subscription Status and Email 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.

The Contacts table highlighting the Last change column with dates and times of updates.

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.

The Contacts table highlighting the Last update source column displaying CSV import and Manual edit values.

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.

The right-hand contact sidebar highlighting the Sources column details and form expansion icons.

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 the data enrichment feature.

The Contacts table highlighting the Data enrichment column with checkmarks indicating enriched accounts.

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.

The Contacts table highlighting the Automations column showing active automation counts for entries.

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.

The Contacts table scrolled horizontally, showing the Contact name column frozen in place on the left side.

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.

Open a Contact

To open a contact, click the View icon in the Contact column.

The Contacts table highlighting the View eye icon next to a contact row.

The contact’s details will open in a right-hand sidebar. Click the dropdown arrow next to the contact's email address or phone number to view their subscription history.

The contact sidebar displaying a dropdown menu next to contact credentials to show subscription history.

You’ll also see Sources information in the contact sidebar. This shows where the contact was created or updated, for example through a manual edit or a form submission. If a contact has been updated in more than one way, each source will be listed here. Click the expand icon next to the name of the form to directly open and edit it.

The contact details sidebar showcasing the multi-source origin list for an updated contact.

You'll also see if a contact is enrolled in any active Automations.

The contact details sidebar showing the active Automations list section at the bottom.

Search your Contacts table

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

The search bar interface positioned directly above the main Contacts data table.

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:

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.

The main Contacts tab layout displaying a summary list of all current contacts.

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

The Contacts table layout with a focus indicator over the View icon on a target email address.

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

The contact profile details sidebar fully expanded on the right side of the screen.

4. Click Actions and then Edit to update a Contact.

The Actions dropdown menu inside the contact sidebar with the Edit option highlighted.

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

The contact properties sidebar switched into editable form fields with a highlighted Save button.

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.

The Contacts table with a single checkbox checked, activating the Delete trashcan icon in the bottom menu bar.

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.

A confirmation pop-up window warning about permanent deletion with a highlighted Delete contacts button.

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

The Contacts table highlighting the View icon on a row to access details alternative deletion path.

4. Click Actions and then Delete contact.

The Actions menu within the specific contact details sidebar showing the Delete contact option.

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.

A modal dialog prompt confirming deletion of a single contact with a Delete contact execution choice.

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).

The Contacts table with multiple contact rows checked and the Delete action selected on the bottom utility bar.

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.

A confirmation warning pop-up summarizing the permanent removal of multiple selected profiles.

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.

The Contacts table layout with the top header checkbox selected to check all visible rows at once.

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.

The bottom persistent menu option highlighting the Select all contacts label.

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

The bottom persistent menu bar updating to show the total calculated count of all database contacts chosen.

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

The final system warning confirmation window tracking broad database purge requests before deletion.

Tip! Apply filters or use search to narrow down the contacts you want to delete. If you've selected all contacts, this will select all the contacts in the list you are currently viewing. When you delete a contact, this will delete them from all your contact lists and from your contacts database.