For creators
Contacts & segments (your CRM)
Every buyer, lead, and subscriber lives in one list on the Marketing page. Contacts mostly fill themselves — a purchase adds the buyer automatically — and tags slice the list into segments you can target.
Last updated Jun 4, 2026
On Marketing (/dashboard/marketing), the Contacts card lists everyone in your workspace's marketing audience with their name, email, tags, and where they came from (Source).
Where contacts come from
- Purchases — when an order is paid, the buyer is auto-added (or updated) and tagged customer. No manual step.
- Opt-in / lead forms — a public form submission adds the person tagged lead.
- Manual — use the Email / Name / Tags row at the top of the card to add someone yourself.
Contacts are de-duplicated by email per workspace. Adding the same email again merges into the existing contact and unions the tags — it never creates a duplicate or wipes existing tags.
Segments — filter by tag
- Below the search box is a row of Segments chips — All plus one chip per tag in your list.
- Click a tag (e.g. customer, lead, at-risk) to show only those contacts. Click it again, or All, to clear.
- Use the search box to narrow by name, email, or tag text on top of the chip filter.
Tags are the bridge to automations: an automation can fire 'when a contact gets the tag X', so the names you give tags here are the same ones you'll pick when building a rule.
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