All Contacts & Members Overview

Contacts & Members Overview

The Contacts area is the central hub for managing everyone in your platform – from leads and customers to registered members and community participants.

Here you can view, filter, segment, tag, and manage contacts, as well as control Member Groups and their settings.

This view is designed to give you both high-level insight and hands-on control over your audience.

Navigating to Contacts

To access Contacts and Members, go to Contacts > All Contacts & Members

This opens the main Contacts view, which is divided into three main areas

Left panel – Segments & Member Groups
Top controls – Filters, actions, and view settings
List view – The contacts or members currently displayed

Each section works together to help you quickly find, organize, and manage the right people.

1. Left Panel – Segments & Member Groups

The left-hand panel is your navigation and structure layer. It lets you quickly switch between saved views and membership groupings.

Segments

Segments are saved filters that help you group contacts dynamically based on rules.

Default segments

Some segments always exist by default, such as:

All Contacts
Created last 7 days
Created last 30 days

These update automatically, just like custom segments you create.

Custom segments

You can create your own segments by:

Applying filters in the main view
Clicking Save Segment
Giving the segment a name

Once saved, the segment appears in the left panel and updates automatically as contacts match (or no longer match) the rules.

Use cases for segments:

New leads this month
Customers with a specific tag
Members from a certain country
Contacts from a specific campaign (UTM-based)

Member Groups

Member Groups control access and permissions across your platform (for memberships, gated content, communities, pages, etc.).

In the left panel, you can:

View all existing member groups
Click a group to see only members in that group
Edit the global Members Settings
Create a new group using + Add Group

Members Settings (Global)

From the Members area, you control the global behavior for how members are created, approved, and managed across your entire platform.

These settings apply to all member registrations, regardless of whether members join via a checkout, form, funnel, or manual addition.

From this section, you can configure:

Allow registrations
Enable or disable whether new users can register as members on your platform.
This is especially useful if you want to:
- Capture leads through free offers or freebies
- Allow users to register without paying
- Grant access to free gated content, previews, or lead magnets
- Build an audience before monetization
Require member approval
Decide if new registrations must be manually approved before gaining access. This can be useful for invite-only communities or controlled onboarding.
Send email notification on new registration
Automatically notify your team when a new member signs up.
Email for member notifications
Specify which email address should receive registration notifications.
Default group for new members
Choose which Member Group new members are automatically added to when they register.
Every member must belong to at least one Member Group. When someone registers (without purchasing), they are assigned to this default group.
When a customer purchases a Membership Product:
- The member is first assigned to the default group (e.g. Basic Members) when they click Complete Purchase
- The specific member group tied to the membership product is assigned only after payment is successfully completed
  This ensures proper access control and prevents unpaid users from accessing protected content.

These settings define the baseline member experience—from lead capture and free access to paid memberships and onboarding. Configuring them correctly ensures smooth registration flows, secure access handling, and a scalable foundation for both free and paid member journeys.

Creating a Member Group

Click + Add Group
Enter a group name
Submit to create the group

The group becomes immediately available for:

Membership products
Access control
Manual member assignment

Member Group Settings

Click a member group, then click Show group settings to manage it.

Once expanded you can now edit the Member Group settings:

From here you can:

Set a Redirect URL
Rename the group
Delete the group

Redirect URL behavior

When a redirect URL is set:

Members are redirected to that URL immediately after login

If a member belongs to multiple groups with different redirect URLs:

They are sent to the Member Profile page
From there, they can choose where to go after login

This prevents conflicts and ensures a clear user experience.

2. Top Controls – Filters, Actions & View Settings

The top section of the main window controls what is shown in the list and what actions you can take.

Filters

Click Add Filter to narrow down contacts.

Available filter fields include:

Name
Email
Phone
First Seen
Signed Up
Member Group
Tag
Address, City, State, Zip / Postal Code, Country
Company Name
UTM Source, Medium, Campaign, Term, Content

Each filter supports operators such as:

is / is not
starts with
ends with
contains / doesn’t contain
is unknown
has any value

Filter logic

All filters use AND logic
This means every condition must be true for a contact to appear in the filtered list view

Example:

Tag contains customer
AND Member Group is Membership
AND Country is Sweden

Only contacts matching all conditions are shown.

Saving Filters as Segments

Once filters are applied:

Click Save Segment
Name the segment

This turns your filter logic into a reusable, dynamic view in the left panel.

Add Contact

Click + Add Contact to create a contact manually.

You can enter:

Name
Email

Once the contact is added to the system you can view their profile to add additional information.

This is useful for:

Internal testing
Manual onboarding
Admin-created members

💡 Note

Most contacts are created automatically when someone:

Purchases a product
Submits a form or quiz
Registers for a membership or member group

Columns

Use Columns to toggle which fields are visible in the list view, helping you tailor the interface to your workflow.

Available column options:

Name
Email
Phone
Address
City
State
Zip / Postal Code
Country
Company Name
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Tags
Created

3. List View – Contacts & Members

The list view displays all contacts matching the current segment or filters.

Each row represents one contact and can include:

Name
Email
Phone
Tags
Creation date
Additional enabled columns

From here you can:

Select one or multiple contacts
Click on a contact to open their profile
Apply tags
Use bulk actions
Export data
Delete contacts

When viewing a Member Group, the same list view is used – but actions will also apply group membership. So if you for instance add a member ur use the bulk import function from the member view, these contacts will also be assigned to that member group.

Managing Members from a Group

When a member group is selected:

All actions under More are still available
Added contacts are automatically included in the selected Member group

You can also:

Manually add members to the group using + Add Member
Manage members without switching views

This keeps contact and membership management unified.

Summary

The Contacts > All Contacts & Members view is your central control center for audience management.

From here, you can:

Filter and segment contacts with precise logic
Save dynamic segments for reuse
Tag and manage contacts in bulk
Create and manage member groups
Control access behavior with redirect URLs
Add, import, export, or remove contacts
Manage both contacts and members in one unified interface

By combining filters, segments, tags, and member groups, you can build a powerful, scalable system for managing relationships, access, and communication across your entire platform.