View, edit, and export a contact


You can view and edit an individual contact's record by selecting Contacts from the navigation bar, finding the contact in the appropriate address book, and then clicking on the contact or the Edit pencil icon alongside them. 


You'll be taken to the 'Manage contact' page. This page provides a summary of your contact, with further tabs allowing you to view and edit their contact data field details, view their Insight data, and view their overall activity with you. 

You also have a couple of contact actions available to you - to export and to delete the contact.


Summary tab

This tab provides you with the key details about your contact.

It displays their email address and their default contact data field details.

There are also at-a-glance tiles providing:

  • their subscription status
  • when the contact was created
  • their opt-in type
  • when they were last sent to
  • when they last opened an email
  • their contact score, if they have one

Mouse over the tiles to see more detail.

You can also do the following things here:

Edit the email address

Click on the email address to edit it. Once done, click on the tick to save it.


Edit personal details

A contact's personal details are made up of their default contact data fields and any useful notes you may want to add. Simply click the fields and edit them. Once happy, click Save.

Edit 'Last subscribed' date
Mouse over the 'Status' tile and click on the 'Last subscribed' date to change it.


The 'Edit' side panel will appear, enabling you to make a change.

For more on 'Last subscribed date', read 'Establishing when a contact subscribed' »

Edit Opt-in type

A note on changing verified double opt-in types

If you change the opt-in type of contacts who are already in your address books away from verified double opt-in, then later change their opt-in type back to verified double, we remove them from all of your address books until they click the confirmation link in the confirmation email that we send them.

Mouse over the 'Opt-in type' tile and click on the opt-in type to change it. The 'Edit' side panel will appear, enabling you to make a change.

For more on opt-in types, read 'Explaining contact opt-in types' »

Last send and Last open tiles

You can click on the 'Last send' and 'Last open' tiles to go directly through to the 'Campaigns' tab in the 'Activity' section and see the most recent campaigns you've sent to the contact, with their activity.

Data fields tab

This tab lists all of your contact data fields alphabetically, and, if you've organised them in such a way, it contains them within your folder structure. 

Simply click the fields and edit them, and don't forget to click the tick or hit Enter to save a change. 


Create a new contact data field

You can create a new contact data field in this section by clicking on New data field. The 'Create new data field' side panel will appear, enabling you to add a new one, as well as enabling you to enter an initial value for the contact upon creation.

For more on creating contact data fields, read 'Creating and deleting contact data fields' »

Marketing preferences tab

This tab allows you to view the marketing preferences a contact is opted into.

You can also manually opt a contact into and out of marketing preferences by selecting them, and then select Save.


Insight data tab

This tab allows you to view the available records stored against a contact per Insight data collection.

Select a collection from the dropdown. Any records stored for the contact will be listed by key. Click on a record to view it.

You can also search for a record by key.


Please note: You can't edit Insight data via this section. Insight data can only be edited via the API.
For more on Insight data, read 'Using Insight data (non-developers' guide)' »

Activity tab

This tab allows you to view the activity history for the contact. It features four further tabs.



This lists which campaigns they've been sent and when, along with the number of opens, clicks, and replies for each campaign.

Click on Date range to alter the time period covered (the default period is 30 days). 

Address books

This lists which address books they're currently subscribed to.


This lists which segments they're currently present in.


This lists the programs the contact has ever been enrolled in, including their last enrolled date, the date they exited it, the program outcome, and the overall number of times they've been enrolled in the program.

Click on Date range to alter the time period covered (the default period is 30 days). 

Exporting or deleting a contact

To export or delete a contact, click on Contact actions and select the action you require.


Export this contact

Clicking this option will take you to the 'Exports' page where you'll be able to download the exported details for the contact in a zip file.


The zip file will contain a CSV file with all of the contact's information held in contact data fields, and any Insight data held on the contact will be contained in separate files in JSON (a file per collection). 

As with bulk exports, individual contact exports will be kept in 'Exports' for seven days.

An important note on GDPR compliance

When a contact asks you for the information you hold on them, it's called a 'Subject Access Request (SAR)'. This export action enables you to more fully comply with this request.

In order to fully comply, please remember that you'll still need to separately export any information that you may hold on a contact in our surveys and forms tool and SMS tool.

Delete this contact

Clicking this option will move the contact to the recycle bin for 30 days. After 30 days, all of their information held in contact data fields and Insight data will be permanently removed.

Before committing the action, you'll be asked to confirm that you understand that: 

  • Deleted contacts will be removed from the address books and segments they're currently in
  • Undeleting contacts will not put them back in the address books they were in (they will only get added back to 'All contacts')
  • Deleted contacts are not unsubscribed, and that if they're re-added to your account they may receive campaigns. (If contacts don't want to receive campaigns, you should unsubscribe them instead.)

Only admin users have access to the recycle bin. Navigate to it by clicking on the person-and-cog icon in the bottom left corner of the app and select Recycle bin.

C_recycle_bin_example.pngFrom here you can:

  • choose contacts (or any items) to permanently delete, ahead of the 30 days being up, by ticking them and clicking Permanently remove (you'll be asked to enter your password before confirming)
  • empty the entire recycle bin, ahead of the 30 days for items being up, by clicking More actions > Empty recycle bin (you'll be asked to enter your password before confirming)
  • recover (undelete) contacts (or any items) that are in there. You can recover specific ones by selecting them and clicking Recover (up to a maximum of 150 in one go), or you can recover everything by clicking More actions > Recover all (and you'll be given the choice of filtering which type of every item you wish to recover).

A note on GDPR compliance

When a contact wants you to remove them from your system, they're exercising their 'right to be forgotten'. This delete action allows you to comply with this request.

Did you find this article helpful?

Can we help?

Thanks for using Engagement Cloud. If you need more help or support, then contact our support team.