Managing Contacts

Contacts are the core of PrimoCRM. Every subscriber, lead, and customer is a contact with a profile, activity history, lists, tags, a status, and custom fields.

Adding contacts

• Manually: go to Contacts then Add Contact, then fill in the details. Email is the only required field.
• By import: bring in a CSV or another CRM’s export. See Importing Contacts.
• From a form: new form submissions create or update contacts automatically. See Forms.
• From WordPress users: PrimoCRM can import your existing users and auto-create a contact whenever a new user registers (Settings then Migration).

Built-in contact fields

Every contact carries these standard fields, all of which are usable as smart codes in emails:

Field	Example smart code
First name	{{contact.first_name}}
Last name	{{contact.last_name}}
Full name	{{contact.full_name}}
Name prefix	{{contact.prefix}}
Email	{{contact.email}}
Phone	{{contact.phone}}
Address line 1 and 2	{{contact.address_1}}, {{contact.address_2}}
City, State, Postal code, Country	{{contact.city}}, {{contact.state}}, {{contact.postal_code}}, {{contact.country}}
Date of birth	{{contact.date_of_birth}}
Status	{{contact.status}}

Anything beyond these is a custom field.

The contact profile

Open any contact to see:

• Core details and custom fields.
• The lists and tags the contact belongs to.
• The contact status (see Contact Status).
• Activity: campaigns received, opens, clicks, and automation history.

Segmenting

Filter the contact list by list, tag, and status, and search by name, email, or phone. Campaigns target the same way: lists and tags to include, and lists and tags to exclude. Use lists for broad grouping such as a newsletter, and tags for behavior or interests such as clicked-pricing. See Lists and Tags.

Example segment: contacts on the Newsletter list who are not tagged customer. To act on a custom field value, such as a plan field that equals free, branch on it with an If/Else step in an automation (Pro).

Bulk actions

Select multiple contacts to add or remove tags, change lists, change status, or delete. These run as efficient batch operations, so acting on thousands of contacts at once is safe and fast.

Deleting contacts

Deleting a contact removes their profile and detaches them from lists and tags. Their aggregate campaign counts are reconciled so your reports stay accurate. Deleting is permanent, so export first if you might need the data later.