Contact Storage & Organization
- Store unlimited contacts with email, name, and custom properties
- Built-in properties: first_name, last_name, phone, company, address, city, state, zip, country
- Custom properties with flexible data types (text, number, date, boolean, URL, email)
- Tag-based organization for easy categorization
- Contact source tracking (api, csv_import, form, integration, manual)
- Contact status management (subscribed, pending_confirmation, unsubscribed, bounced, complained)
Dynamic Segmentation
- Create dynamic segments with real-time filtering
- Advanced operators: equals, not_equals, contains, not_contains, starts_with, ends_with
- Date operators: before, after, between, is_empty, is_not_empty
- Numeric operators: greater_than, less_than, between
- Tag filtering: has_tag, not_has_tag, has_any_tag, has_all_tags
- AND/OR logic support for complex queries
- Segments update automatically as contacts change
- Filter by contact properties, tags, status, and source
Custom Properties System
- Two approaches: Centralized definitions or schema-less flexibility
- Define property types, validation rules, and defaults
- Required/optional field configuration
- Help text and descriptions for each property
- Property groups for organization (contact_info, company_details, custom_fields)
- Visibility control (visible/hidden properties)
- Type-based validation enforcement
- Usage tracking and statistics per property
Tagging System
- Create unlimited tags for contact organization
- Shared tags across all contacts
- Bulk tagging operations
- Tag-based filtering and searching
- Use tags in segment conditions
- Track tag usage and statistics
Email History & Engagement
- View complete email history per contact
- Track opens, clicks, bounces, and complaints
- Engagement metrics and scoring
- Timeline view of all interactions
- Filter emails by date range and status
CSV Import & Export
- Bulk import contacts from CSV files
- Automatic field mapping with preview
- Validation before import
- Handle duplicates (skip, update, or create)
- Export contacts and segments to CSV
- Include custom properties in exports