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 a card to review their subscriber, customer, member, donor, or form details.

Click the dropdown menu in the top-left to select a specific category of contacts. In that same menu, you can use one of your saved searches by clicking its name under Segments.

Tip: It's not possible to edit contacts, but you can update the name associated with a contact by importing a subscriber with the same email address and a different name.

Subscriber contacts

Subscribers are typically people who have signed up to one or more of your Email Campaigns mailing lists, or people who've otherwise asked to receive email marketing from you, like through a newsletter block without a mailing list selected, or a form block with the option to sign up for updates.

To review all subscribers:

1. Open the Contacts panel.
2. Select Subscribers from the dropdown menu in the top-left.
3. Filter by Mailing list or click More filters for other filter options.
4. Sort the list of subscribers by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
5. Click a subscriber, then click Subscriber details to review:
   
   • Name and email address
   • Subscriber status
   • The date they first subscribed
   • How many mailing lists they’re on

The mailing lists they’re on are listed at the bottom of their contact information. Click Remove to unsubscribe them from a list.

Keep in mind, if your newsletter blocks use another storage option, like Mailchimp or Google Drive, instead of Squarespace, your subscriber information passes through your site directly to those options, and won't appear under Subscribers.

Subscriber source

A subscriber's source shows how they subscribed. If they're subscribed to more than one mailing list, it shows how they signed up the first time.

The source can be one of the following:

• Organic - Website Signup - They subscribed through a Newsletter block or promotional pop-up on your site. This source also includes Acuity Scheduling clients, and form submitters and members of free member sites who opt in to receive your email campaigns.
• Organic - Checkout - They subscribed at checkout, or purchased a membership to a paid member site.
• Organic - Waitlist Signup - They subscribed to a product waitlist.
• Manual - Added - You added them individually to a mailing list.
• Manual - Imported - You imported into a mailing list using a .csv file.
• Unknown - Our system can't identify the source.

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.

Customer contacts

To compare key customer information:

1. Open the Contacts panel.
2. Select Customers from the dropdown menu in the top-left.
3. Filter by Total spent or click More filters for other filter options.
4. Sort the list of customers by total number of orders, the date of their last order, or their total amount spent. You can also search by name or email address.
5. Click a customer to review:
   • Total amount spent
   • Date of their last order
   • Average order amount
   • Total number of orders
6. Click the Order or Recurring tabs to review the customer’s purchase history based on order type.

If you offer pricing plans for your digital products, anyone who purchases a membership to your pricing plan appears in Customers. The pricing plan name appears in Orders if the plan has a set amount that members pay in one payment. If members have to make ongoing payments (either recurring or installments), the pricing plan name appears in Recurring.

Other customer lists

To narrow down the type of customer contacts, select one of the other customer lists in the dropdown menu:

• First-Time Customers - Contacts for all customers who've placed exactly one order on your site.
• Repeat Customers - Contacts for all customers who've placed two or more orders on your site.

This is a great way to target specific types of customers with discounts or promotions. Keep in mind, a subscription product only counts as one order, so customers who've only placed an order for one subscription product will appear as first-time customers, even after the subscription renews.

Member contacts

To review members of all pricing plans on your site:

1. Open the Contacts panel.
2. Select Members from the dropdown menu in the top-left.
3. Filter by Membership, or click More filters for other filter options.
4. Sort the list of members by the date they first became members, or search for a name or email address.
5. Click a member to review:
   
   • Name and email address
   • Membership status
   • The date they first became a member
   • How many member sites they have membership to

To learn more, visit Managing members.

Donor contacts

To review donor details:

1. Open the Contacts panel.
2. Select Donors from the dropdown menu in the top-left.
3. Filter by Total donated or click More filters for other filter options.
4. Sort the list of donors by total number of donations, the date of their last donation, or their total amount donated. You can also search by name or email address.
5. Click a donor to review:
   • Date of their first donation
   • Date of their last donation
   • Email address
   • Total amount donated
   • Total number of donations

If a donor makes recurring donations, click Recurring, then click General fund to review their recurring donation details, like the date of their next donation and their renewal frequency. All donations are linked to the General fund.

The individual donations are listed at the bottom of the contact information. Manage them in the Donations panel.

Form submitter contacts

Note: This feature was released for form blocks using required email address fields on July 21, 2023. Form block submissions received before then won't appear in your Contacts panel. To access form submissions received before this feature's release, check the other storage options connected to your form blocks.

When visitors submit information through a form block on your site that requires their email address, a contact is created for them. If the visitor already has contact information on your site, their form submission details are added to their contact.

To review form submitter details:

1. Open the Contacts panel.
2. Select Form submitters from the dropdown menu in the top-left.
3. Sort the list of submitters by email address or the date of their last submission.
4. Click a submitter to review their five most recent submissions. If they've submitted more than five, click See all submissions to open a complete list.
5. Click a form submission to review the information they submitted.

If you sell specialized services to clients on a project-by-project basis, you can create a new project to send invoices, track revenue, and view upcoming milestones.

Filter by form name

If you have multiple form blocks on your site, filter by Form Name to find the submitters you're looking for:

1. Open the Contacts panel.
2. Select Form submitters from the dropdown menu in the top-left.
3. Click Form Name.
4. Select a form name. It's not possible to filter multiple forms at the same time.
5. Click Apply.

Keep in mind:

• The form submitters list doesn't support other filtering options.
• Form blocks are named "New Form" by default. Give your forms different names to ensure the filter doesn't have multiple forms of the same name.
• The names of deleted form blocks won't display in the filter. If you deleted a page with a form block on it, the form name will appear in the filter until the page is permanently deleted.

Add form submitters to Subscribers

Form submitters will also be added to your Subscribers list if your form block has Email Signup enabled and the submitter checks the Sign Up for News and Updates box. This way, you can send them campaigns and other communications.

If your form doesn't have Email Signup enabled, or if submitters don't check the Sign Up for News and Updates box, their contact will only appear under Form Submitters and won't accept future marketing emails.

Potential customers

If you sell products, services, or digital product memberships on your site, use the Potential customers list to view all visitors who haven't yet placed an order on your site, but who have shown interest by signing up for one of your mailing lists. The Potential customers list only includes contacts that meet both of the following search parameters:

• Accepts marketing
• Number of orders = 0

To view this list of potential sales leads:

1. Open the Contacts panel.
2. In the dropdown menu in the top-left, select Potential customers.
3. Filter by Mailing list or click More filters for other filter options.
4. Sort the list of leads by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
5. Click Cuztomize email in the banner at the top of the panel to contact all of your leads using Email Campaigns. If your site is on a Business, Commerce, Professional, or Premium plan, you can include a discount code in your campaign.

Filtered search

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

• Has account - Customers, members, or donors who’ve created a Customer Account
• 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
  • 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. After you create and save a new segment, it appears in the Contacts dropdown menu under Segments.

To save a segment:

1. Use All contacts or select a specific list from the dropdown menu.
2. Click More filters.
3. Select the desired filters, then click Apply.
4. Click Save segment.
5. In the pop-up window, name your segment, then click Save.

If you choose a list in the dropdown menu before applying search filters, the segment will only include users of that list who meet the search parameters. When you use the saved segment in the future, Filtered from appears under the segment’s name, to show which list your saved segment applies to.

Editing and deleting saved segments

To edit a saved segment:

1. Open the Contacts panel and click the dropdown menu in the top-left.
2. Click Segments, then select the name of the segment.
3. Click Edit in the top-right corner of the panel.
4. Change the Filter by options, or click More filters to set the search parameters.
5. Click Save.

To delete a saved segment:

1. Open the Contacts panel and click the dropdown menu in the top-left.
2. Click Segments, then select the name of the segment.
3. Click Delete in the top-right corner of the panel, then click Delete.

Accepts marketing

Customers 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 and view the details in the right panel.

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 initiate 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 can use their contact to opt them out:

1. Open the Contacts panel, then select Subscribers in the top-left drop-down menu.
2. Click the customer's email address.
3. In the new panel, click Opt out of marketing.
4. 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.

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.
3. Enter a tag name.
4. Select an existing tag, or click the tag text to create a new tag.

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

To view and manage all tags:

1. Close the contact and select All contacts in the top-left drop-down menu.
2. Click the … icon in the top-right corner
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.

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

It's only possible to export all contacts from the Contacts panel, rather than specific types or segments. 

To export all contacts to a .csv file:

1. Select All contacts in the top-left drop-down menu.
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.

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 you still want to delete a contact:

1. Open the Contacts panel.
2. Click the contact you want to delete.
3. Click Delete Profile.
4. Check I understand that deletion cannot be undone.
5. 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.