Skip to main content
The Contacts module manages individuals who aren’t platform members but have a relationship with your organization. Track donors, newsletter subscribers, event attendees, and other external contacts.

​
How to access

Sidebar → Contacts Or: Resources → Contacts

​
What are Contacts

Contacts are external individuals who:
  • Subscribe to newsletters
  • Donate without creating accounts
  • Attend public events
  • Have business relationships with your organization
  • Are potential future members
Contacts are different from Members. Members have accounts and can log in. Contacts are external records.

​
Contact Information

​
Basic Fields

​
name
string
Contact’s full name.
​
email
email
Primary email address for communication.
​
phone
phone
Phone number.
​
address
text
Physical address.

​
Location

​
country
relation
Contact’s country.
​
town
relation
Contact’s city/town.
​
localCenter
relation
Associated Local Center (if applicable).

​
Professional Information

​
organisation
string
Contact’s company or organization.
​
role
string
Job title or role.
​
professionOrganisationRole
string
Role within their organization.

​
Company Details

​
companyName
string
Company name (for business contacts).
​
companyIdentifier
string
Company tax ID or registration number.
​
companyRegNo
string
Company registration number.
​
companyAddress
string
Company address.

​
Social Media

​
linkedin
url
LinkedIn profile URL.
​
twitter
string
Twitter/X handle.
​
instagram
string
Instagram handle.

​
Creating Contacts

​
Manual Creation

1

Navigate to Contacts

Go to Contacts in the sidebar.
2

Click Create Contact

Click the + Create Contact button.
3

Fill in details

Enter name, email, and other relevant information.
4

Set preferences

Configure newsletter subscription and status.
5

Save

Click Save to create the contact.

​
Automatic Creation

Contacts are automatically created when:
  • Someone donates without an account
  • Someone subscribes to your newsletter
  • Someone registers for a public event
  • Imported from external systems

​
Newsletter Management

​
Subscription Status

​
isNewsletterSubscribed
boolean
Whether the contact is subscribed to newsletters.

​
Subscribing Contacts

  1. Edit the contact
  2. Toggle Newsletter Subscription on
  3. Save

​
Unsubscribing

Contacts can unsubscribe via:
  • Link in newsletter emails
  • Contact preferences
  • Admin manually updating
Always honor unsubscribe requests promptly. This is legally required in most jurisdictions.

​
Contact Status & Tags

​
Status Tracking

​
status
relation
Current status of the contact (Lead, Active, Inactive, etc.).
​
lastStatusUpdate
datetime
When the status was last changed.

​
Tags

Add tags to categorize contacts:
  • Donor
  • Newsletter
  • Event Attendee
  • Partner
  • Vendor
  • (Custom tags)

​
Import & Export

​
Importing Contacts

Import contacts from CSV files:
1

Prepare CSV

Create CSV with columns: name, email, phone, country, town, etc.
2

Navigate to Import

Go to Contacts → Import.
3

Upload CSV

Select your CSV file.
4

Map fields

Match CSV columns to contact fields.
5

Review and import

Preview the import and confirm.

​
Exporting Contacts

Export contacts for external use:
  1. Go to Contacts
  2. Apply filters if needed
  3. Click Export
  4. Download CSV file

​
Custom Fields

Add custom fields to track additional information:
  1. Go to Settings → Custom Fields
  2. Create fields for Contacts
  3. Fields appear on contact forms
See Custom Fields for details.

​
Identity Verification

For donations requiring identity verification:
​
identity
relation
Linked identity verification record.
Contacts can be prompted to verify their identity for:
  • Large donations
  • Regulatory compliance
  • Event registration

​
Converting Contacts to Members

When a contact wants to become a member:
1

Find the contact

Search for the contact in the Contacts list.
2

Click Create Account

Use the Create Account action.
3

Complete registration

Fill in additional member details.
4

Invite

Send invitation to complete account setup.
The contact record links to the new member account.

​
Use Cases

Track people who subscribed through your website or events.
Maintain records of external donors for acknowledgment and tax receipts.
Keep records of non-member event participants.
Track contacts at partner organizations for collaboration.
Track potential members before they join.

​
Best Practices

Regularly update contact information and remove outdated records.
Develop a tagging strategy and apply tags consistently.
Respect communication preferences and unsubscribe requests.
Remove bounced emails and inactive contacts periodically.