The Contacts panel

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The Contacts panel

Last updated October 21, 2026 18:23

View and organize your subscribers, clients, and customers.

The Contacts panel shows everyone who's given you their email address or phone number during a transaction, marketing opt-in, or form submission.

Who appears in the contacts panel

The contacts panel shows:

View contacts

To see all contacts:

  1. Open the Contacts panel.
  2. Review the contact details. Checkmarks let you know when a contact has a customer account or has agreed to receive email and SMS marketing.
  3. To find a specific contact, search their name or email address.
  4. Click Filter to narrow the list based on different criteria.
  5. Click a contact, then View profile to see more details or email them.

View lists & segments

Lists and segments are targeted groups you can send email and SMS marketing to. Squarespace creates smart segments for you, but you can also make your own segments and mailing lists.

  1. Open the lists & segments panel.
  2. Smart segments appear at the top. Squarespace creates these for you, and you can't edit them.
  3. The user segments and mailing lists you create appear at the bottom.

Import existing contacts

Upload a .csv file to add existing subscribers in bulk, or add them one at a time. You can't add subscribers on mobile or in the Squarespace app.

Add multiple contacts

Upload a .csv file to import multiple contacts.

  1. Open the Contacts panel.
  2. Click Add contacts in the top-right corner, click Upload a list, then click Next.
  3. In the Import subscriber list window, choose a .csv file. Ensure the file has the right format.
  4. Click Select mailing list to choose the mailing list where the subscribers will be added, or create a new one.
  5. Switch the These subscribers accept email or sms marketing toggles on to confirm you have permission to send marketing emails and texts to these contacts.
  6. Click Next in the top-right, preview the import, and click Import.

Add individual contacts

To add a single contact:

  1. Open the Contacts panel.
  2. Click Add subscribers in the top-right corner, click Add individual subscriber, then click Next.
  3. Enter the subscriber's name, email address, and phone number.
  4. Under Add to a Mailing List, choose an existing list to add the subscriber to, or create a new one.
  5. Switch the These subscribers accept email or sms marketing toggles on to confirm you have permission to send marketing emails and texts to this contact.
  6. ClickDone.

You need to get consent or otherwise have a legal basis to send marketing emails. Follow these guidelines for building healthy mailing lists.

You need express consent to send SMS marketing. This means that your contact actively agreed to receive SMS marketing from your business, knew what they were signing up for, and didn’t need to sign up to access your services or buy your products.

Tag contacts

Add tags to organize contacts. You can have up to 250 tags. For example, create a tag for “Top100” to identify top customers, or “Vegan” to track dietary needs. Contacts can't see their tags. To add tags:

  1. Open the Contacts panel.
  2. Select contacts.
  3. Click Add tag.
  4. Enter a tag name. If it's an existing tag, choose it from the drop-down menu. If it's a new tag, click Add new tag.
  5. Click Update.

Remove tags

To remove tags:

  1. Open the Contacts panel.
  2. Select contacts.
  3. Click Remove tag.
  4. Click the X on the tag you want to remove.
  5. Click Update.

View and edit tags

To view and edit existing tags:

  1. Open the Contacts panel.
  2. Click … in the top-right corner.
  3. Click Manage tags.
  4. Click … beside the tag name.
  5. To rename the tag, click Edit, enter the new name, then click Save.
  6. To delete the tag, click Delete, then click Delete to confirm.

Filter the contacts list

Narrow the contact list using filters. A filtered list is called a segment, and you can save it. Saved segments appear in the lists & segments panel as user segments. You can add them as a recipient for future email and SMS campaigns. Marketing only goes to contacts who consented.

  1. In the contacts panel, click Filters.
  2. Apply filters, then click View contacts.
  3. To save the filter as a user segment, click Save segment.

Use these search filters

  • Contact details
  • Tags
  • Phone number
  • Subscriber details
  • Subscription status
  • Campaign type
  • Mailing lists
  • Email subscribed date
  • Email subscriber source
  • SMS subscribed date
  • SMS subscriber source
  • Acuity details
  • Has appointment
  • Past appointment date
  • Past appointment type
  • Upcoming appointment date
  • Upcoming appointment type
  • Customer details
  • Has account
  • Total spent
  • Number of orders
  • Last order date
  • Customer since
  • Form submitter details
  • Has form submission
  • Form submission date
  • Form submitted
  • Member details
  • Pricing plans
  • Member since date
  • Donor details
  • Total donated
  • Number of donations
  • Last donation date
  • Donor since

View your email and SMS subscribers

Contacts who subscribed to marketing have an email or SMS subscribed checkmark. To view all subscribers, filter by subscription status and campaign type in the contacts panel, or use the subscriber smart segment in the lists & segments panel.

The checkmark disappears if a contact unsubscribes or if you opt them out. To see the mailing lists a contact joined, click their name to open their profile.

Contacts have the email or SMS subscribed checkmark if they:

  • Check the marketing opt-in box when submitting a form block.
  • Sign up for news and updates during checkout.
  • Subscribe to a mailing list.
  • Become a member of one of your pricing plans. Members of paid pricing plans are subscribed automatically. Members of free pricing plans confirm their subscriptions via email.

Do people on my waitlists accept marketing?

Not automatically. Customers who join a product waitlist appear in your contacts, but they aren't added to your subscriber list. They'll still receive an email from your store when the product is back in stock.

How contacts opt out of marketing

Contacts can unsubscribe from your marketing lists using the unsubscribe link at the bottom of any email campaign, or by replying STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to any SMS messages you send.

Help a subscriber opt out

To unsubscribe a contact:

  1. Open the Contacts panel.
  2. Click Lists & segments, then click Subscribers.
  3. Select subscribers.
  4. Click Opt out of email or SMS marketing.
  5. In the pop-up message, click Yes, opt out.

Add contacts to a mailing list

You can copy contacts to a mailing list if they accept email marketing. To add contacts to a mailing list:

  1. Open the Contacts panel.
  2. Filter by subscription status.
  3. Select contacts.
  4. Click Copy to.
  5. Choose a mailing list.
  6. Click Copy contacts.

Edit a contact

To edit a contact's first and last name:

  1. Open the Contacts panel, then click a contact to open their profile.
  2. Beside Information, click Edit.
  3. Edit the first and last name, then click Save.

You can't change a contact's email address

To update a contact's email address, add the email address as a new contact and delete the original.

Add notes to contacts

Add notes to keep track of contact details, like special shipping requests, customer service interactions, and other key details. Your contacts can't see their notes.

  1. Open the Contacts panel.
  2. Click a contact.
  3. Click View profile.
  4. Click Notes.
  5. Type your note in the Add note field.
  6. Click Save.

Edit notes

To edit a note:

  1. Open the customer profile.
  2. Click … beside the note.
  3. Make changes.
  4. Click Save.

Delete notes

To delete a note:

  1. Open the customer profile.
  2. Click..., then click Delete.
  3. Click Delete again to confirm.

Export contacts

To export contacts to a .csv file:

  1. Open the Contacts panel.
  2. To export all contacts, click the … icon in the top-right corner of the page, then click Export all contacts.
  3. To export some contacts, select the contacts, click the ... icon beneath the panel filters, then click Export contacts.
  4. Click Confirm.

Notes and addresses don't export

Notes and saved addresses aren't in the .csv export, except for a customer's last used address on a physical product order.

Export mailing lists and segments

Go to the lists & segments panel to export saved segments and mailing lists.

Delete contacts

Deleting a contact is permanent and could affect your orders, invoices, and donations.

Delete a contact

To delete contacts:

  1. Open the Contacts panel.
  2. Select contacts.
  3. Click the … icon.
  4. Click Delete.
  5. Check I understand that deletion cannot be undone.
  6. Click Delete contacts to confirm.

Customer, client, and donor details disappear or become anonymous

Deleted contacts disappear from order details and email campaigns analytics.

  • Orders - Orders linked to a deleted contact remain in the Orders panel. The customer's name is replaced with Anonymous User, the email is replaced with no-reply@squarespace.com, and their billing and shipping addresses are deleted.
  • Invoices - Invoices linked to a deleted contact remain in the Invoices panel, with client details removed. If the deleted contact is attached to an unpaid invoice, the invoice is cancelled. If the deleted contact is attached to a scheduled invoice, it becomes a draft and doesn't send. Deleted contact details aren't removed from .pdf files.
  • Donations - Donations linked to a deleted contact are anonymized.
  • Email campaigns analytics - Email addresses for deleted contacts display as a random series of numbers in email campaigns analytics.

Customer accounts are deleted

Deleting a contact also deletes the customer's account. Your customer can't log in or recover their information after you delete their contact. To keep the contact but remove a customer's payment, shipping, and billing information, you can delete the customer account instead.

Customer reviews disappear

Deleting a contact also delete's the customer's product reviews.

Contact details remain in invoice .pdf files

We create a .pdf file of your invoice when you send it so you can download the invoice. Your client's contact details remain in the file after you delete the client's contact.

You can't delete contacts with active subscriptions

To delete a contact with an active subscription to a product or pricing plan, cancel the subscription before you delete the contact.

Delete more than 1,000 contacts

You can delete up to 1,000 contacts at once. To delete more than that, contact privacy@squarespace.com.

Read the subscriber report email

Squarespace sends a weekly email with updates about your subscribers. This email goes to site owners. To unsubscribe, click Manage subscription preferences at the bottom of any email. The email doesn't send If there's been no change to your subscribers. These emails include:

  • Number of new subscribers
  • Total subscribers
  • Total percent change
  • Unsubscribes
  • The sign up sources for new subscribers
  • Website signups (includes signups from newsletter block signups and promotional pop-ups)
  • Checkout
  • Imported
  • Form submissions
  • Appointment sign-ups

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The Contacts panel