Contact Type

Contact Type is a customizable dropdown field used to define the role or status of a contact in your system. It helps with segmentation, targeting, and automation. You can assign Contact Types manually or dynamically through workflows.

When creating a new contact, Contact Type is a mandatory field, requiring the user to select from predefined dropdown values. Each contact can have only one Contact Type at a time, which makes this field ideal for high-level segmentation based on relationship status or lifecycle stage.

In this article:

• Key Benefits of Contact Types
• How To Set Up Contact Types
• How To Assign a Contact Type
• Filtering Contacts by Type

Key Benefits of Contact Types

Organizing your contacts by type enables better segmentation, automation, and targeting in your campaigns. This section outlines the main advantages.

• Simplify segmentation and filtering of contacts
• Automate marketing and nurturing flows based on contact status
• Enables targeted Smart Lists for email, SMS, and workflows
• Easily customizable to fit any business or agency model
• Works seamlessly with other organizational tools like tags and categories

How To Set Up Contact Types

You can add, edit, or delete Contact Types through the Custom Fields section. This is also where you configure the labels that define each type.

1. Navigate to Settings > Custom Fields
2. Locate the Contact Type custom field
3. Check the box next to Contact Type. Click the blue Bulk Actions button then choose Edit from the dropdown.
4. Add, rename, or delete options like “Lead" or "Customer".

How To Assign a Contact Type

You can assign Contact Types while creating or editing a contact or dynamically using workflows. Here's how to do it.

Manual Assignment:

1. Navigate to the Contacts tab
2. Click on the desired contact
3. Click the Contact Type dropdown and choose the contact type

Assign via Workflow:

1. Add an Update Contact Field action to a workflow
2. Add a field and select Contact Type. Then select the desired contact type

Filtering Contacts by Type

Use the "Type" filter under Advanced Filters in Contacts to effectively create and save different filter views for different contact types.