The Contacts page shows your contacts, organized into views. Use it to browse and filter contacts, act on one contact or many at once, and export your data. To open it, click Contacts in the sidebar.
How to Search for a Contact
There are two ways to search, and they cover different ground.
The Search VipeCloud bar at the top of every page searches across VipeCloud, not just the view you have open. Use it to find a specific contact quickly from anywhere.
The search bar on the Contacts page searches only the view that's open. Its placeholder shows which one, such as "Search My Contacts". Use it to narrow down a view you're working in.
If a contact doesn't come up in the page search, they may not be in the open view. Try the Search VipeCloud bar instead. For more, see How to Search for Contacts, Opportunities, and Accounts.
How to Switch Between My Contacts, All Contacts, and Other Views
The tabs across the top of the table are your views. Each view is a saved set of filters, and everything on the page reflects the view that's open, including the table, the page search, the New This Month badge and the entry count.
My Contacts - the default view. It shows the contacts you own.
All Contacts - every contact in the account. Only Admins see this view, and it isn't shown on the Plus plan.
Other tabs - views you've starred or used recently. Recently used views show a clock icon.
To keep a view as a tab, hover over it and click the star. Views that aren't shown as tabs are listed under More, which has its own search box. Manage views opens the full list of your contact views.
To rename, share or delete a view you manage, click the arrow on the active tab. That menu also has external share links. See How to Share a Live View of Your Contacts or Pipeline Externally.
For creating and managing views, see How to Use Filter Views to Segment Contacts.
Why Can't I Find a Contact on the Contacts Page?
The page search only looks in the open view. Use the Search VipeCloud bar at the top of the page to search more broadly.
A different view is open than you expect. Check which tab is active and whether any filters are applied.
Another user owns the contact. My Contacts only shows contacts you own. Admins can check All Contacts, and other users can ask an Admin.
How to Filter Contacts
Filters appear as chips next to Filters, just above the table.
Add a filter - click + Add filter, choose a Field, Condition and Value, then click Apply.
Edit a filter - click its chip.
Remove a filter - click the x on its chip.
The table updates as you go. Any change marks the view as Unsaved changes, with options to Save, Save as new or Discard. Save only appears on views you manage.
Built-in views like My Contacts, and views created by other users, only offer Save as new.
How to Add or Import Contacts
To add one contact, click Create at the top of the page. To add contacts in bulk, go to Import in the sidebar and choose Contacts. See How to Import Contacts. Import History in the sidebar lists your past imports.
Contacts are also added automatically from other parts of VipeCloud, such as sign up form submissions, scheduler bookings and lead parsing.
How to Change Rows, Columns, and Row Spacing
The Rows button sets how many contacts show per page. Fewer rows means faster page loading.
To choose which columns appear, change their order or sorting, adjust row spacing, or use a column view your Admin has shared, see How to Customize Table Columns and Share Column Views.
How to Switch Between Table View and Board View
The two icons next to Columns switch between Table View and Board View. Board view shows your contacts as cards grouped into columns, and your choice is remembered. The Columns button is hidden in board view. Use Card Layout to choose what appears on each card instead.
If you haven't set up a board yet, the table stays in place and a Manage board views button appears. If a view has more contacts than a board can show, narrow the view with filters to open it as a board. For setup, see How to Create and Use Board Views.
How to Find Your Most Engaged Contacts
The Score button creates a report that ranks contacts by their engagement with your emails, website and other marketing. Contact scoring requires the Enterprise plan.
Click Score.
Choose which contacts to score, such as My Contacts, a Filter View or a Contact List.
Choose the Score Days range. Custom allows up to 90 days.
Click the generate button, which is named for the group you chose, such as Generate My Contacts Score Report.
The report runs in the background. You'll get a notification when it's ready, with a link to Contact Score Reports under Reports. Results do not appear on the Contacts page.
What Do the Icons Next to Each Contact Do?
Eye (Quick View) - opens the contact's details without leaving the page.
Pencil (Edit Contact) - edits the contact.
Envelope - emails the contact. It's grey if the contact has no email address, and red if their email bounced or is undeliverable.
Speech bubble - texts the contact. It only appears on accounts with texting. It's grey if the contact has no mobile number, and red if they opted out of texts.
Shield - the contact's email address has been verified.
Click the contact's name to open their full contact record. In board view, these actions are in the menu on each card.
What Do the Red Badges on a Contact Mean?
A red badge under a contact's name means they can't receive some or all of your messages.
Bounced - an email to this contact bounced.
Undeliverable - the email address can't receive mail.
Unsubscribed - they won't receive mass emails, but you can still send them individual emails.
List Unsubscribe - shown when viewing a contact list. They unsubscribed from that list and won't receive mass emails sent to it.
Text Opt Out - they opted out of text messages.
Issue Contacts in the sidebar lists contacts you can't send to, grouped by reason. See Managing Issue Contacts.
How to Update or Delete Many Contacts at Once
Check the box next to each contact, or check the box in the table header to select the whole page.
To select every contact in the view, not just this page, click Select all [number] items available in the banner above the table.
Click the arrow next to the header checkbox.
Choose an action.
Available actions:
Create Segment From Selected - creates a new contact list from the selected contacts. The list builds in the background, and you'll be alerted when it's done.
Add To Existing List - adds them to a contact list you already have.
Add / Remove Tags - adds or removes tags.
Change Owner - reassigns the contacts to another user.
Change Custom Field Value - updates a custom field on every selected contact.
Delete - permanently deletes the contacts. This cannot be undone.
When you use Select all, the action applies to every contact in the view, not just the page you can see. Double-check the view and its filters before deleting.
To update many fields at once from a spreadsheet, see How to Mass Update Contacts Using a CSV Re-Import.
How to Export Contacts
Export includes every contact in the view that's open, with its filters and any search applied. Checking boxes next to contacts does not limit the export. To export every contact in the account, Admins can open All Contacts first.
The export includes more fields than the columns shown in the table. To make sure a specific custom field is included, add it as a column before exporting. See How to Customize Table Columns and Share Column Views.
On the Contacts page, click Export.
Click Start Export in the window that pops open, in most cases the default encoding, UTF-8, is appropriate.
You'll receive an email with a link to download the CSV. The link is available for 3 days. Export History in the sidebar shows a log of past exports.