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. Enterprise customers can activate it by contacting their Customer Success Manager.

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 Add with form to map your Contact properties from a form. 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.

• 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.

If you want to add more or different information about your Contacts, you can also 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.

Edit or delete 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 or delete 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 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.

5. To delete a contact, click Delete (the trashcan icon).

6. 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.