Review information about your customers, subscribers, members, donors, and form submitters.

The Contacts panel displays all customers, mailing list subscribers, members, donors, and form submitters in one place, so you can get a holistic view of your engagement and manage relationships with your audience.

View contacts

All contacts display an email address and name. To review all contacts:

1. Open the Contacts panel.
2. All contacts display in the panel by default. Sort the list by details like name and email address.
   • Account - Customers, donors, and members who've created a customer account.
   • Accepts marketing - Visitors who've subscribed to at least one of your Email Campaigns mailing lists or accepted marketing when submitting through a form block on your site.
3. Filter by tag or click More filters for other filter options. If you're looking for a specific contact, search for a name or email address.
4. Click a contact to review their engagement with your site.
5. Click the pencil icon to edit a contact's name.
6. Click a card to review their subscriber, customer, member, donor, or form details.

Click Lists & Segments in the Home menu below Contacts to view specific groups of contacts. In that same panel, you can also view your saved segments. To learn more, visit Organizing contacts with lists and segments.

Import existing subscribers

You can add existing subscribers in bulk by uploading a .csv file or individually. It's not possible to add subscribers on mobile or in the Squarespace app.

Import multiple subscribers

To import multiple existing subscribers by uploading a .csv file directly through the Contacts panel:

1. Open the Contacts panel.
2. Click Add subscribers in the top-right corner, click Upload a list, then click Next. Depending on how many subscribers you have, an Import Subscribers button may appear in the top-right corner.
3. In the Import subscriber list window, select a .csv file. For help with .csv file formatting, visit Building mailing lists.
4. Click the Select mailing list drop-down menu to choose a mailing list where the subscribers will be added, or create a new one.
5. Switch the These subscribers accept marketing toggle on to confirm you have permission to send marketing emails to these subscribers. For more details, visit Email campaign best practices.
6. Click Next in the top-right corner and review the preview. If the formatting looks correct, click Import.

Add an individual subscriber

To add a single subscriber:

1. Open the Contacts panel.
2. Click Add subscribers in the top-right corner, click Add individual subscriber, then click Next.
3. Enter the subscriber's name and email address.
4. Under Add to a Mailing List, select an existing mailing list to add the subscriber to, or create a new list.
5. Switch the These subscribers accept marketing toggle on to confirm you have permission to send marketing emails to this subscriber. For more details, visit Email campaign best practices.
6. Click Done.

Add tags

You can add internal tags to help organize contacts and make them searchable. For example, creating a tag for "Top100" to identify top customers, or "Vegan" to track dietary needs. Tags aren't visible to your customers or donors. You can create up to 250 unique tags. To add tags:

1. Click a contact.
2. Scroll down to Tags and click into the Add tags field.
3. Enter a tag name. If it's an existing tag, select it from the drop-down that appears. If it's a new tag, click the tag text under Create new tag.

To remove a tag from a contact, click the X on the tag.

Manage tags

To view and manage all tags:

1. Open the Contacts panel.
2. Click the … icon in the top-right corner of the Contacts panel.
3. Click Manage tags.
4. Click the … icon beside the tag name.
5. To rename the tag, click Edit, enter the new name, then click Save.
6. To delete the tag, click Delete, then click Delete to confirm.

Filtered search

Narrow down a list of contacts by clicking Filters and setting your search parameters. The resulting filtered list is called a segment. Choose from the following filters:

• Tags
• Subscriber details
  • Accepts marketing - Users who subscribed to at least one of your Email Campaigns mailing lists
  • Mailing lists - Users who subscribed to a specific mailing list
  • Subscriber since date - Users who subscribed On or before or On or after the selected date
• Customer details
  • Has account - Customers, members, or donors who’ve created a Customer Account
  • Total spent - Customers who spent the selected minimum or maximum amount on your site
  • Number of orders - Customers who placed the selected minimum or maximum number of orders on your site
  • Last order date - Customers who placed their last order On or before or On or after the selected date
  • Customer since - Customers who placed their first order On or before or On or after the selected date
• Member details
  • Pricing plans - Users who have a subscription to a specific pricing plan.
  • Member since date - Users who became a member On or before or On or after the selected date.
• Donor details
  • Total donated - Donors who donated the selected minimum or maximum amount on your site
  • Number of donations - Donors who made the selected minimum or maximum number of donations on your site
  • Last donation date - Donors who made their last donation On or before or On or after the selected date
  • Donor since - Customers who made their first donation On or before or On or after the selected date

Save segments

You can save up to five segments for future use. To save a segment:

1. Click Filters.
2. Click Tags and select the desired tags.
3. Click More filters and select the desired filters.
4. Click View contacts.
5. Click Save segment.

After you create and save a new segment, it appears in the Lists & Segments panel as a "User segment." You can also create segments from the built-in smart segments and your Email Campaigns mailing lists to focus on specific groups of contacts. To learn more, visit Organizing contacts with lists and segments.

Accepts marketing

Contacts with the Accepts marketing flag have subscribed to at least one of your Email Campaigns mailing lists or checked the Sign Up for News and Updates box when submitting through a form block. You can filter by this status to review all subscribers at once. The flag will disappear if they unsubscribe from one of your marketing emails, or you opt them out. To check the mailing lists visitors are subscribed to, click the contact, then click Subscriber details.

Digital product pricing plans

When a user creates a Customer Account and purchases a membership to a pricing plan, we automatically tag the contact with the Accepts marketing flag. You can then subscribe to Squarespace Email Campaigns to communicate with all members in a pricing plan.

Conversely, members of free pricing plans will receive an automated opt-in confirmation email after completing the sign-up process. They'll need to click a link in this email to confirm their interest in receiving email communications. Doing so will tag the contact with the Accepts marketing flag.

Opt-out of marketing

Customers can unsubscribe from your mailing lists using the unsubscribe link at the bottom of any campaign. If a customer asks for your help to stop receiving marketing emails, you manually opt them out:

1. Open the Contacts panel.
2. Search for the contact and click to open their details.
3. Click the … icon in the top-right corner of their profile.
4. Scroll down and click Opt out of marketing.
5. In the pop-up message, click confirm.

If they want to resubscribe, you can manually add them to a mailing list, or they can resubscribe on your site.

Edit contact name

To edit or add a contact's first and last name:

1. Open the Contacts panel, then click a contact to open their profile.
2. Click the … icon in the top-right corner of their profile.
3. Click Edit name.
4. Edit the first and last name, then click Save.

If you click a contact in a smart segment or mailing list, click Full Profile to open their profile where you can edit their name.

You can't edit an existing email address. If you need to update a contact's email address, add the email address as a new contact.

Add notes

Add internal notes to keep track of customer details, like special shipping requests, previous interactions, and other key details. Internal notes aren’t visible to your customers.

1. Click a contact.
2. Scroll down to Recent Internal Notes.
3. Click into the Add note field and type your note.
4. Click Save.

To edit a note, click the … icon beside the note, make the changes, and click Save. To delete a note, click the ... icon and click Delete, then Delete again to confirm.

Export contacts

To export all contacts to a .csv file:

1. Open the Contacts panel.
2. Click the … icon in the top-right corner of the panel.
3. Click Export all contacts.
4. Click Confirm.

Internal notes and saved addresses associated with contacts aren't included in the exported .csv file. If a customer ordered a physical product from your online store, their last used address will be included.

To export specific segments or lists of contacts, visit Organizing contacts with lists and segments.

Email subscriber report

To keep you informed about changes to your audience, Squarespace sends a weekly email with details on how your subscriber numbers have changed. These reports include:

• Number of new subscribers
• Total subscribers
• Total percent change
• Unsubscribes
• The sign up sources for new subscribers
  • Website signups (includes signups from newsletter block signups and promotional pop-ups)
  • Checkout
  • Imported
  • Form submissions

Only site owners receive this email. If there's been no change in your subscriber count, we won't send a report that week.

To unsubscribe from or resubscribe to this email, click Manage subscription preferences at the bottom of any subscriber report.

Delete contacts

Deleting a contact is permanent. Before you delete a contact, keep the following in mind:

• If a contact has an active subscription or membership, you can’t delete it. You need to cancel any active subscriptions or memberships before deleting the contact.
• If the contact has orders associated with it, the orders remain in your Orders panel after you delete the contact. In the orders, the customer's name is replaced with Anonymous User, the email is replaced with no-reply@squarespace.com, and their billing and shipping addresses are deleted. The orders won't be connected to a contact.
• If the contact has a customer account associated with it, that customer account will be deleted along with the contact. Your customer won’t be able to log in or recover their information after the contact is deleted. To keep the contact but remove a customer's payment, shipping, and billing information, delete the customer account.
• If the contact left any customers reviews, those reviews will be deleted along with the contact.
• When reviewing email campaign analytics, email addresses for deleted contacts display as a random series of numbers @example.com.

If you still want to delete a contact:

1. Open the Contacts panel.
2. Click the contact you want to delete.
3. Click the … icon in the top-right corner of their profile.
4. Click Delete Profile.
5. Check I understand that deletion cannot be undone.
6. Click Delete Profile to confirm.

It’s not possible to delete multiple contacts at the same time. If you need to delete a large amount of contacts, contact privacy@squarespace.com.