Wix Contacts: Managing Your Contact List

1. Click the More Actions icon

   

   next to a contact and select Edit.

2. Edit the contact's information.

3. (Optional) Click Add New Field at the bottom to add a new information field such as phone number, email, birthday. You can also create a custom field.

4. Click Save.

Click the More Actions icon

next to a contact and select Delete.

If the same person uses different contact information on your site, it's possible that duplicate contacts can get created. You can merge up to 5 contacts into 1. The contact card displays information from all the merged contacts, including labels and activity data.

1. Select the checkbox next to the contacts you want to merge.

2. Click Merge at the top of the contact list.

3. View the main contact and contact to be merged. If you need to swap them, click Make Main Contact under the merged contact.

   Note: If one contact is a site member, they must remain the main contact.

4. Click Preview to review the new contact information.

5. Select the checkbox to confirm.

6. Click Merge Contacts.

1. Click Filter at the top of the contact list.

2. Select a filter from the available options.

3. (Optional) Save the filter as a customized view:

   1. Click Manage View at the top of the contact list.

   2. Click Save as new view.

   3. Add a name for the view.

   4. Click Save.

Tip: To remove a filter, click Clear next to the applied filter label.

1. Select the checkbox next to the relevant contacts.

2. Click Assign Labels.

3. Select an existing label or click Manage Labels to add a new one.

4. Click Apply.

1. Select the checkbox next to the relevant contacts.

2. Click Send Email Campaign.

3. Customize your email campaign.

4. Click Next.

5. Select Target group under Who are you sending this email to?

6. Click Next.

7. Click Send Now.

1. Select the checkbox next to the relevant contacts.

2. Click Export.

3. Select Selected contacts under Contacts to export.

4. Select the relevant file format:

   • Regular CSV file

   • Google CSV file

   • Outlook CSV file

5. Click Export.

6. Save the file to your computer.

It isn’t possible to restore deleted contacts individually. However, you can contact us with your site name and URL. If we can recover your contacts, a Customer Care expert will let you know and help with the process.

Yes. Manage your contacts in bulk to make tasks more efficient and keep your list organized. You can add labels, send email campaigns, merge multiple contacts and more. To manage multiple contacts at once click the checkboxes next to the relevant contacts to select them and then click an action.

There are a few different ways you can find contacts in your list. You can filter the list, sort the list columns, or use the search bar at the top of the list.

1. Go to Contacts in your site's dashboard.

2. Choose what you want to do:

   • Search: Enter the contact's name or email address in the search bar.

   • Filter: Click Filter at the top right and select from the available options.

   • Sort: Click a column heading (e.g. Name). If an arrow appears beside the heading, it can be used to sort your contacts. Click the arrow to sort in ascending or descending order.

Yes. You can add custom fields to store additional information about a contact. To add a custom field, edit the contact info and click Add New Field at the bottom left of the contact card. Once you create a new custom field, it appears in the filter options of the contact list.

Yes. You can customize the columns to show the information that's most relevant to your business. You can show up to 5 columns at a time.

To customize the contact list columns:

1. Go to Contacts in your site's dashboard.

2. Click the Customize icon

   

   at the top right of the list.

3. Select the columns you'd like to display.

4. Drag your columns up and down the list to reorder them.

Keep a contact's subscription status up-to-date to remember the type of email or SMS content you can send them. To update a contact's status, edit a contact and click the subscriber status drop-down next to Primary email or Primary phone. Then select the relevant status. Learn more about changing a contact's subscription status.

If you want to merge two site members, you must first delete one of the site members. Once you have deleted a site member, they still appear in your contacts. You can then merge the contacts as normal.

Note: When you delete a site member, their subscriptions are canceled and they can no longer log in to your site.

Yes. Once you have created the view you want to set as default, save the new view. Then click the Manage View drop-down at the top of the contact list and select Set as default view. This view will now appear whenever you open your contact list.

1. Go to Contacts in your site's dashboard.

2. Select the contact you want to update.

3. Click the Photo icon

   

   next to the contact's name.

4. Upload the relevant photo from your computer.

Note: When a contact joins your site as a member, they can upload their own photo from the members area. If your contact already has a profile photo, hover over it and click the Photo icon

to replace it.

Filter your list by the contacts who have contacted you before (e.g. submitted a contact form) to see who has communicated directly with you.

1. Click Filter at the top right of the contact list.

2. Click Label.

3. Select "matches any of" and then the "Contacted Me" label.

Yes. Go to Invoices in your site's dashboard to create and customize a new invoice. You can add customer details, products or services, quantities, prices, and taxes before sending an invoice to your client.