Every purchase adds a contact automatically.
Purchases, enrollments, and subscriptions add contacts automatically, then segment by course, purchase history, or tags and email the right group.
See what each contact did.
- Contacts added automatically from every purchase, enrollment, and subscription.
- See each contact’s purchases, enrollments, and activity on one profile.
- Track audience growth over time.
Maya Chen
maya@example.net · Example contactEnrolled 12 Aug; last active 3 days ago.
Bought the Identity toolkit on 2 Aug.
Every interaction with Form & Field, in one place.
Segment by what they did.
Example contact data. The filters change this local demonstration only.
Brand foundations learners
Segment built from course enrollment; 2 of 6 example contacts match.
Email this segment directlyYour next Brand foundations lesson is ready.
Send one practical exercise to apply what the last lesson covered.
Identity toolkit buyers
Segment built from purchase history; 3 of 6 example contacts match.
Email this segment directlyPut the Identity toolkit to work.
Send a short project that uses the toolkit on their next brand.
Design resources
Illustrative manual tag on example contacts; tags organize your own custom groups.
Email this segment directlyA new resource for your next brief.
Send one exercise: name the person, the task, and the intended change.
Message the right group.
Example message ideas. Choose a relevant audience and review each send.
Segmented by course enrollment.
“A practical resource for your next Brand foundations lesson.”
Segmented by purchase history.
“Ready to go deeper? Meet the Brand foundations course.”
Segmented by a manual tag.
“A new resource for the next brand project on your desk.”
Keep and export your list.
Export your full contact list to CSV anytime, and import contacts from Excel or CSV.
Illustrative CSV export of fictional contacts. Export your full contact list from Store anytime.
- Every contact and interaction in one dashboard.
- Import contacts from Excel or CSV.
- Export the full list to CSV anytime.
| Contact | Added from |
|---|---|
| Maya Chen | Purchase + enrollment |
| Leo Rivera | Purchase |
| Nora Patel | Subscription |
Before you build your audience.
How do contacts get into the CRM?
Purchases, course enrollments, and subscriptions add contacts automatically, and you can also import from Excel or CSV.
What can I see about a contact?
Each contact profile shows their purchases, enrollments, and activity in one place.
How can I segment my contacts?
Segment by course, purchase history, tags, or custom criteria, then email that group directly.
Can I export my contact list?
Yes. Export your full contact list to CSV anytime, and import contacts from Excel or CSV.