Wix Contacts allows you to manage and organize your site visitors efficiently. Every time a visitor submits a contact form, subscribes to your newsletter, buys something from your store, or interacts ...

Wix Contacts: An Overview

<div data-component-type="text"><div>Wix Contacts allows you to manage and organize your site visitors efficiently. Every time a visitor submits a contact form, subscribes to your newsletter, buys something from your store, or interacts with your site in various ways, they are automatically added to your Contacts with the information they provided. This means you have instant access to those interested in your business.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/05/34990a3d-7333-4b11-bfbb-eaa25122761c/17f4fce5-18ad-424f-a9cf-801395ccc7d2.png" alt="A screenshot of the contact panel in the contact list." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="gain-valuable-insights-from-contact-interactions" level="3">Gain valuable insights from contact interactions</h2></div><div data-component-type="text"><div>You can view all of your site's contacts in the contact list. When you select a contact, their details open in the panel on the right. </div></div><div data-component-type="text"><div>Wix saves significant data about how contacts interact with your site, such as signing up for newsletters, making purchases, or viewing specific pages. Viewing and analyzing this information in your contact panel helps you target customers who have performed specific actions. This data-driven approach allows you to tailor your marketing efforts effectively, and build stronger relationships with your audience.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/05/f404763d-f66b-4b32-9fe2-2b2d72e6e30d/a4211f29-1bcc-43a2-b9a0-c48b51c7912c.png" alt="A screenshot of the contact panel in the contact list, showing contact info." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-managing-your-contact-list" target="">managing your contact list</a>.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="understand-your-customer-base-with-segments" level="3">Understand your customer base with segments</h2></div><div data-component-type="text"><div>Contact segments help you gain insights into your customer base. Organizing your contacts into specific groups based on attributes or interactions can help you tailor your messaging and marketing campaigns. For example, you can segment customers who have spent more than $500 but haven't visited your site in the last three months. This targeted approach strengthens customer relationships and improves sales.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/03/c345c045-cdae-45b9-93f0-ae8670eaf31f/3be6173c-c249-4aa1-b2cf-547769775fef.png" alt="A screenshot of creating a new segment." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-about-segments" target="">contact segments</a>.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="import-and-export-contacts-easily" level="3">Import and export contacts easily</h2></div><div data-component-type="text"><div>Manually import a CSV file to your contact list from external mail hosts like Gmail, Yahoo or Outlook. You can also create an instant mailing list by importing your Gmail contact list, and these contacts will be stored in your Wix account for future use.</div></div><div data-component-type="text"><div>Export your contacts to back up your list or transfer them to another platform. You can export up to 50,000 site contacts at once to a CSV file.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/05/01049622-ba23-4f92-898b-d7589d5a14c8/187d3eb5-d58a-4925-8b46-2c7d88908531.png" alt="A screenshot of the import/export option from the Contacts page in the dashboard." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-importing-contacts-by-uploading-a-csv-file" target="">importing</a> and <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-exporting-your-contacts" target="">exporting</a> your contacts.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="use-labels-to-organize-contacts" level="3">Use labels to organize contacts</h2></div><div data-component-type="text"><div>Adding labels to your contacts helps you to group them based on their relationship with your business, such as leads, customers, and service providers.</div></div><div data-component-type="text"><div>Use labels to filter your contacts, send email marketing campaigns to multiple contacts at once, and more. This organization ensures that you can quickly find and manage different types of contacts efficiently.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/05/bf419175-6463-464e-a763-b175a316eade/55e8588e-57fa-4923-9ba5-00a6073bf0a7.png" alt="A screenshot of the labels menu open in the contact panel." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/creating-contact-labels" target="">using labels for your contacts</a>.</div></div></div></div>

Wix Contacts provides a comprehensive way to manage and interact with your site visitors. By utilizing the Contact Panel, you can gain valuable insights into how users engage with your site, helping y...

Wix Contacts: About Your Contact Panel

<div data-component-type="text"><div>Wix Contacts provides a comprehensive way to manage and interact with your site visitors. By utilizing the Contact Panel, you can gain valuable insights into how users engage with your site, helping you to build stronger relationships and tailor your marketing efforts effectively.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/c15fcd8a-f7aa-4200-8f97-3bf6b8ab2a23/2ddb919c-7e5f-4aac-a0c3-4c35af55de40.jpg" alt="A screenshot of the Contact Panel." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="easily-access-and-manage-your-contacts" level="3">Easily access and manage your contacts</h2></div><div data-component-type="text"><div>When you click on a contact, their information appears in the panel on the right. Wix collects and stores important data on how contacts engage with your site, like subscribing to newsletters, making purchases, or visiting particular pages. By examining this data in your contact panel, you can identify and target users based on their actions. This informed strategy enables you to customize your marketing efforts and strengthen your connections with your audience.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/12/06/0286cc28-9d82-44b0-9f91-06a222b8282c/f3b93667-b273-4b93-b872-aa07c6391f22.png" alt="A screenshot of the contacted me label in the contacts panel." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-managing-your-contact-list" target="">Learn more about managing your contact list.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="customize-your-panel-with-pinned-actions" level="3">Customize your panel with pinned actions</h2></div><div data-component-type="text"><div>Save time when managing workflows, sending invoices or booking appointments by pinning actions to the top of your contact panel. You can set frequently-used actions for your contacts, allowing you to customize actions based on your specific needs.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/b1a3bd1c-f8f3-45d6-ada8-ba1dcb2f4b17/1cb56e59-cf5c-4ea2-993d-306b1e5a63b1.jpg" alt="A screenshot of the contact panel showing actions pinned to the top." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-using-pinned-actions-in-your-contact-panel" target="">Learn more about using pinned actions in your contact panel.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="organize-your-contacts-with-labels" level="3">Organize your contacts with labels</h2></div><div data-component-type="text"><div>Group your contacts based on their relationship to your business by adding labels. This organization ensures that you can quickly find and manage different types of contacts efficiently.</div></div><div data-component-type="text"><div>Each contact can have multiple labels such as leads, customers, and service providers. Use labels to filter your contacts, send email marketing campaigns to multiple contacts at once, and more.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/19/99a3cbd9-217f-47a5-8010-caaed19385f8/e70baf66-79ea-414a-8f08-6972b7b3e4a0.png" alt="A screenshot of the labels menu open in the contact panel." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/creating-contact-labels" target="">Learn more about creating and using contact labels.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="strengthen-your-knowledge-of-your-customer-base-with-segments" level="3">Strengthen your knowledge of your customer base with segments</h2></div><div data-component-type="text"><div>Analyze and segment your customer base to gain a greater understanding of who your customers are and how they're interacting with your site. Segments group your customers using conditions defined by you.</div></div><div data-component-type="text"><div>For example, if you know you want to target customers who have spent a lot in the past but haven't visited your site in a while, you could create a segment that identifies people who have spent more than $500 but haven't visited in the last 3 months.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/03/27/ee3e0131-1d0e-4fd7-ac80-1a9cc0cabd67/f56cfecf-ff34-43a2-a8e3-632ea1c27780.png" alt="A screenshot of a filters being added to a new segment." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment" target="">Learn more about creating contact segments.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="stay-informed-by-setting-tasks-for-your-contacts" level="3">Stay informed by setting tasks for your contacts</h2></div><div data-component-type="text"><div>Create tasks and set due dates directly in your contact panel, with easy access to your Tasks &amp; Reminders dashboard. You can assign tasks to yourself or anyone on your team, and mark them as complete once they're done. Setting tasks for individual contacts helps you stay organized and prioritize your work.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/d2504334-1b52-43fa-8a60-8361237119f2/7bd2aeea-2d2b-4908-a147-7a2ccd022353.jpg" alt="A screenshot of the contact panel with the Tasks menu open, showing an upcoming task." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-and-managing-tasks-reminders#managing-your-tasks-reminders" target="">Learn more about managing your tasks &amp; reminders.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="grow-your-sites-community-by-setting-contacts-as-members" level="3">Grow your site's community by setting contacts as members</h2></div><div data-component-type="text"><div>Some contacts may want to sign up to your site to access specific services and content. You can set individual contacts as site members directly in the contact panel. Once you set a contact as a member, they automatically get an email asking them to create a password for their new account.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/7886ac6b-d09b-4105-b7bb-0e7f7edd5bf8/09c37253-508c-4f1d-bf52-fcd71eaa9770.jpg" alt="A screenshot of the contact panel with the Member info menu open, with the Set Contact as Member option highlighted." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/site-members-setting-contacts-as-members" target="">Learn more about setting contacts as site members.</a></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="keep-track-of-loyalty-point-usage" level="3">Keep track of loyalty point usage</h2></div><div data-component-type="text"><div>View each of your contacts' loyalty points balance and their activity straight from their contact panel. This allows you to easily access their points history and gives you a better idea of how often they gain and redeem points. </div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/9b393e52-323e-4f79-bf93-e218053e97e6/4e982244-d205-4742-ae6f-a5f9690a4953.jpg" alt="A screenshot of the contact panel with the Loyalty points menu open, showing the contact's point balance." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title"></div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-loyalty-program-managing-your-customers-loyalty-points" target="">Learn more about managing your contacts' loyalty points.</a></div></div></div></div>

Manually add someone to your contact list. Contacts can be anyone related to your business, including leads, subscribers to your email campaigns, or customers. If someone takes an action on your site ...

Wix Contacts: Manually Adding a Contact

<div data-component-type="text"><div>Manually add someone to your contact list. Contacts can be anyone related to your business, including leads, subscribers to your email campaigns, or customers. If someone takes an action on your site such as filling out a 'Contact' form, they are automatically added to your contact list.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Want to import a list of contacts?</div><div class="info-content"><div>You can import a contact list directly from a <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-importing-contacts-by-uploading-a-csv-file" target="_blank">CSV file</a> or from a <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-importing-contacts-from-a-gmail-account" target="_blank">Gmail account</a>.</div></div></div></div><div data-component-type="heading"><h2 id="" level="3">To manually add a contact:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>+ Create New</strong> drop-down at the top right and select <strong>Contact</strong>.</li>  <li>Enter the contact's information including first and last name, primary email address, primary phone number, and physical address.<br />
<strong>Note:</strong> Where a contact has more than one email address or phone number, their <strong>Primary email</strong> or <strong>Primary phone</strong> will receive all communications. Any additional email address or phone number is stored for your reference.</li>  <li>(Optional) Click the <strong>Never subscribed</strong> drop-down next to the <strong>Primary email</strong> and/or <strong>Primary phone</strong> field to select a subscription status:</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/02/21/7bf790c6-6217-41cc-8679-7e98780f50d8/0f2c3375-1932-4537-a0af-e27d836d76b5.png" alt="A screenshot of the drop-down to change a contact's subscription status." /></div></div><div data-component-type="text"><ol>
  <li>(Optional) Click the <strong>Add New Field</strong> drop-down at the bottom left to add more fields. You can choose from an additional field or create a custom field.
    <ul>
      <li><strong>Additional field:</strong> Select a field to add it to your contact. </li>      <li><strong>Custom fields:</strong> 
        <ol>
          <li>Click <strong>Custom Field</strong>. </li>          <li>Click the <strong>Field Type</strong> drop-down menu to select the relevant type of information: <strong>Text</strong>, <strong>Number</strong>, <strong>Date</strong>, or <strong>URL</strong>. </li>          <li>Enter the new field name.</li>          <li>Click <strong>Add</strong>.</li>        </ol>      </li>    </ul>  </li>  <li>Click <strong>Save </strong>to save your new contact.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">What's next?</div><div class="info-content"><div>Access your new contact's card by selecting their name in the contact list. From here you can add labels, upload attachments, and add notes and tasks about this contact.</div></div></div></div>

View and manage every contact on your site in your contact list. Add new contacts, edit information, filter your list, merge duplicate contacts, and delete unnecessary contacts. Keeping a well maintai...

Wix Contacts: Managing Your Contact List

<div data-component-type="text"><div>View and manage every contact on your site in your contact list. Add new contacts, edit information, filter your list, merge duplicate contacts, and delete unnecessary contacts. Keeping a well maintained contact list helps you stay organized so you can effectively manage your business's communication and marketing efforts.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/b60b53ba-928b-4804-8197-c77e34cfefd1/22745be6-21ce-4f49-8ee9-679ca7f5b63b.jpg" alt="A screenshot of a contact list." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="editing-a-contact" level="3">Editing a contact</h2></div><div data-component-type="text"><div>You can edit a contact's information at any time to update their details or add new details or custom fields that are relevant to them.</div></div><div data-component-type="heading"><h2 id="" level="4">To edit a contact:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/e05fdf47-4760-45d4-85d2-0afb96ad33f9/9d5199eb-e6e6-46e2-9a3e-83ad6f8e764f.png" /> next to a contact and select <strong>Edit</strong>.</li>  <li>Edit the contact's information.</li>  <li>(Optional) Click <strong>Add New Field</strong> at the bottom to add a new information field such as phone number, email, birthday. You can also create a custom field.</li>  <li>Click <strong>Save</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/015ad08e-b44a-421c-9059-bd745cb0ac5a/5e724d46-6834-4fc8-ace1-4dc8edcbac69.jpg" alt="A screenshot of the edit contact panel." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="merging-contacts" level="3">Merging contacts</h2></div><div data-component-type="text"><div>If the same person uses different contact information on your site, it's possible that duplicate contacts can get created. You can merge up to 5 contacts into 1. The contact card displays information from all the merged contacts, including labels and activity data.</div></div><div data-component-type="heading"><h2 id="" level="4">To merge contacts:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Select the checkbox next to the contacts you want to merge. </li>  <li>Click <strong>Merge</strong> at the top of the contact list.</li>  <li>View the main contact and contact to be merged. If you need to swap them, click <strong>Make Main Contact </strong>under the merged contact. If one contact is a site member, it must remain the main contact.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/85d0d6ff-7a95-410c-b2df-04c401d8f7f9/94e04a89-e5dd-45f6-b555-c0bc3571fa9f.jpg" alt="A screenshot of the merged contacts panel." /></div></div><div data-component-type="text"><ol>
  <li>Click <strong>Preview </strong>to review the new contact information.<br />
<strong>Note: </strong>If you need to change the main contact, click <strong>Back.</strong></li>  <li>Select the checkbox to confirm.</li>  <li>Click <strong>Merge Contacts.</strong></li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="deleting-a-contact" level="3">Deleting a contact</h2></div><div data-component-type="text"><div>Clean up your contacts by deleting contacts you no longer need. You can delete a single contact or multiple contacts at once.</div></div><div data-component-type="heading"><h2 id="" level="4">To delete a contact:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Select the contact(s) you want to delete.</li>  <li>Click <strong>Delete</strong> at the top right of the contact list.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>You can also delete a contact by viewing their individual contact card and clicking the <strong>More Actions </strong>icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/e05fdf47-4760-45d4-85d2-0afb96ad33f9/9d5199eb-e6e6-46e2-9a3e-83ad6f8e764f.png" /> under their name. Select <strong>Delete</strong> from the options.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Want to restore deleted contacts?</div><div class="info-content"><div><a data-composite="true" href="https://www.wix.com/contact" target="_blank">Contact us</a> with your site name and URL. If possible, a Customer Care expert will restore your contacts. It is not possible to restore individual contacts.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="filtering-your-contact-list" level="3">Filtering your contact list</h2></div><div data-component-type="text"><div>Apply filters to your contact list to quickly find the contact(s) you need. You can filter by segment, label, subscription status, last activity, and more.</div></div><div data-component-type="heading"><h2 id="" level="4">To filter your contact list:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click <strong>Filter</strong> at the top of the contact list.</li>  <li>Select a filter from the available options.</li>  <li>(Optional): Save the filter as a customized view:
    <ol>
      <li>Click <strong>Manage View</strong> at the top of the contact list.</li>      <li>Click <strong>Save as new view</strong>.</li>      <li>Add a name for the view.</li>      <li>Click <strong>Save</strong>.</li>    </ol>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>To remove a filter, click <strong>Clear</strong> next to the applied filter label.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/031ef183-0519-4c5f-963c-53da77b7e560/514b2bf8-44f1-4680-beb9-d71c970ae458.jpg" alt="A screenshot of the clear filter option next to a filter label." /></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about managing your contacts.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I search for a specific contact?</h4><div class="collapsible-content"><div>There are a few different ways you can find contacts in your list. You can filter the list, sort the list columns, or use the search bar at the top of the list.</div><div><br /></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Choose what you want to do:
    <ul>
      <li><strong>Search:</strong> Enter the contact's name or email address in the search bar.</li>      <li><strong>Filter:</strong> Click <strong>Filter</strong> at the top right and select from the available options.</li>      <li><strong>Sort:</strong> Click a column heading (e.g. Name). If an arrow appears beside the heading, it can be used to sort your contacts. Click the arrow to sort in ascending or descending order.</li>    </ul>  </li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/ecbd84e5-098a-405c-a20d-1f9131beef5c/eeaae956-e05e-481d-97f9-04ce315277c9.jpg" alt="A screenshot of the contact list with the filter, search, and sort options selected." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I add custom fields to my contacts?</h4><div class="collapsible-content"><div>Yes. You can add custom fields to store additional information about a contact. To add a custom field, edit the contact info and click <strong>Add New Field</strong> at the bottom left of the contact card. Once you create a new custom field, it appears in the filter options of the contact list. <a data-composite="true" href="https://support.wix.com/en/article/adding-custom-fields-to-contacts" target="_blank">Learn more about custom fields</a>.</div><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/4f1d9438-865b-4ba4-b361-204ca5138780/b37ee40d-1afc-426d-a58a-09b6b0d6adb7.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I customize the columns on the contact list?</h4><div class="collapsible-content"><div>Yes. You can customize the columns to show the information that's most relevant to your business. You can show up to 5 columns at a time.</div><div><br /></div><div><strong>To customize the contact list columns:</strong></div><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>Filter</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/11/02/018f8893-bdb3-4e3b-bdc1-e30efd4ba784/c34f15bb-d48f-439d-b42b-d1f75697e353.png" /> at the top right of the list.</li>  <li>Select the columns you'd like to display.</li>  <li>Drag your columns up and down the list to reorder them.</li></ol><div><br /></div><div><strong>Note: </strong>Columns that aren't featured on the list still appear you select a contact. </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I change a contact's subscription status?</h4><div class="collapsible-content"><div>Keep a contact's subscription status up-to-date to remember the type of email or SMS content you can send them. To update a contact's status, edit a contact and click the subscriber status drop-down next to <strong>Primary email</strong> or <strong>Primary phone</strong>. Then select the relevant status. <a data-composite="true" href="https://support.wix.com/en/article/changing-the-subscription-status-of-a-contact" target="_blank">Learn more about changing a contact's subscription status</a>.</div><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/03d61a69-b336-47d9-b244-3830f3a4340f/30e5a713-9c06-42f3-88be-849c12222e31.png" alt="A screenshot of the subscription status dropdown next to a contact's primary email." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens when I merge two site members?</h4><div class="collapsible-content"><div>If you want to merge two site members, you must first <a data-composite="true" href="https://support.wix.com/en/article/site-members-blocking-or-deleting-a-member" target="_blank">delete one of the site members</a>. Once you have deleted a site member, they still appear in your contacts. You can then merge the contacts as normal.</div><div><br /></div><div><strong>Note:</strong> When you delete a site member, their subscriptions are canceled and they can no longer log in to your site.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I set a default view for my contact list?</h4><div class="collapsible-content"><div>Yes. Once you have created the view you want to set as default, save the new view. Then click the <strong>Manage View</strong> drop-down at the top of the contact list and select <strong>Set as default view</strong>. This view will now appear whenever you open your contact list.</div><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/618dd30c-27ce-43ec-b8e2-6298d0e96f87/aaa7d358-f680-4386-a5c6-fb2f6837f2af.jpg" alt="A screenshot of the Manage View drop-down with the set as default view option selected." /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I update a contact's profile photo?</h4><div class="collapsible-content"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Select the contact you want to update.</li>  <li>Click the <strong>Photo</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/c3363e2c-ea6b-45b4-a2da-1f718b7fe442/88e823e5-7095-4ad5-ad05-103327232d6c.jpg" /> next to the contact's name.</li>  <li>Upload the relevant photo from your computer.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/7e47267c-e813-4c72-a708-aaa83ef997e8/fbfe3b48-767c-4a2b-b4c6-83b31ffd6c8b.jpg" alt="A screenshot of uploading a new profile photo for a contact" /></div><div><br /></div><div><strong>Note: </strong>When a contact joins your site as a member, they can upload their own photo from the Member's Area. If your contact already has a profile photo, hover over it and click the <strong>Photo </strong>icon  <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/c3363e2c-ea6b-45b4-a2da-1f718b7fe442/88e823e5-7095-4ad5-ad05-103327232d6c.jpg" alt="undefined" /> to replace it.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I filter my contact list by contacts who have been in touch with me before?</h4><div class="collapsible-content"><div>Filter your list by the contacts who have contacted you before (e.g. submitted a contact form) to see who has communicated directly with you.</div><ol>
  <li>Click <strong>Filter</strong> at the top right of the contact list.</li>  <li>Click <strong>Label</strong>.</li>  <li>Select &quot;matches any of&quot; and then the &quot;Contacted Me&quot; label.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/09/9f5cc623-84d5-40bf-b632-9d7e2d294bfb/473defcd-6534-4259-8bb9-b3845fa3054c.jpg" alt="A screenshot of the contacted me label in the contacts panel." /></div></div></div></div>

Create an instant mailing list by importing your Gmail account contacts. You can choose whether to import all your Gmail contacts or selected contacts. You can have up to 200,000 contacts per site.Not...

Wix Contacts: Importing Contacts from a Gmail Account

<div data-component-type="text"><div>Create an instant mailing list by importing your Gmail account contacts. You can choose whether to import all your Gmail contacts or selected contacts. You can have up to 200,000 contacts per site.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>In order to be imported, each contact must include at least one of the following fields: </div><ul>
  <li>Phone</li>  <li>Email</li>  <li>Address</li></ul></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/06/c1df5823-aaad-4b1e-a686-51f2e8858a50/bc1aa1c6-cb50-4834-ae1d-6c508c8a47b5.jpg" alt="A screenshot of importing Gmail contacts" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="" level="3">To import contacts from a Gmail account:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="http://www.wix.com/my-account/site-selector?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https://www.wix.com/my-account/sites/{{metaSiteId}}/contacts" target="_blank">Go to Contacts</a> in your site's dashboard. </li>  <li>Select <strong>Import contacts </strong>from the <strong>Import/Export</strong> drop-down at the top.</li>  <li>Click <strong>Connect </strong>under <strong>Gmail account</strong>.</li>  <li>Sign in to your Gmail account and click <strong>Continue</strong>.</li>  <li>Select the checkbox to give Wix access to see and download your contacts. Then click <strong>Continue</strong>.</li>  <li>Choose which contacts to import: 
    <ul>
      <li><strong>All my Gmail contacts: </strong>All contacts are automatically imported. </li>      <li><strong>Only selected Gmail contacts: </strong>Use the drop-down to select the group of contacts (i.e. Gmail label) to import.</li>    </ul>  </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/06/34ee3621-cb71-4f83-a499-860b055064e4/0879d62c-b21c-43f3-bf1c-86d86bd2e0a3.jpg" alt="A screenshot of the selected gmail contacts dropdown" /></div></div><div data-component-type="text"><ol>
  <li>(Optional) Select the <strong>Mark as email Subscribers</strong> checkbox.<br />
<strong>Note: </strong>If selected, all contacts uploaded in this batch will be marked as subscribers (people who have agreed to be added to your mailing list).</li>  <li>Click <strong>Next</strong>.</li>  <li>(Optional) <a data-composite="true" href="https://support.wix.com/en/article/creating-contact-labels" target="_blank">Add a label</a> by selecting an existing label or start typing to create a new label. Labeling helps keep your contact list organized.</li>  <li>Click <strong>Import</strong>.</li>  <li>Click <strong>Done</strong>.</li></ol></div>

Keep all your contacts in one place by importing them into the Contacts area of your site's dashboard. You can export your contact list from an external host such as Gmail or Outlook and save it as a ...

Wix Contacts: Importing Contacts by Uploading a CSV File

<div data-component-type="text"><div>Keep all your contacts in one place by importing them into the Contacts area of your site's dashboard. You can export your contact list from an external host such as Gmail or Outlook and save it as a CSV file. This CSV file will be used to import your contacts.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-1-create-or-export-your-csv-file" level="3">Step 1 | Create or export your CSV file</h2></div><div data-component-type="text"><div>Before initiating the import process, make sure your CSV file is ready and in the right format. Follow our basic instructions on exporting your contact list as a CSV file, or download a sample CSV and create your file manually.</div></div><div data-component-type="heading"><h2 id="" level="4">Choose what you want to do:</h2></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Export your contacts from another host</h4><div class="collapsible-content"><div>You can also export your contacts from external mail hosts like Gmail or Outlook. Once you have exported from the provider, you can import the CSV file to your site's contact list.</div><div><br /></div><div>View the following article to learn more: <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-exporting-your-contacts#exporting-contacts-from-an-external-mail-host" target="">Exporting Contacts from an External Mail Host</a></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Manually create your CSV file</h4><div class="collapsible-content"><div><a data-composite="true" href="https://static.parastorage.com/services/contacts-import/1.202.0//assets/Wix%20Contacts%20Sample.csv" target="_blank">Download this sample CSV file</a>. Then edit the file and export it as a CSV file. </div><div><br /></div><div>You can edit and export CSV file using software such as Microsoft Excel or Google Sheets.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Keep the following in mind when setting up your import file:</div><div class="info-content"><ul>
  <li>You can import a maximum of 100 custom fields and include up to 200 columns.</li>  <li>Include a header row in your file. Each header will match up to a field within Wix Contacts. You can include values for any of the default Wix Contacts fields or custom fields you've added.</li>  <li>Make sure each row in your file contains an email address or phone number.</li>  <li>Make sure your import file contains fewer than 10,000 contacts.</li>  <li>Make sure any date fields are in the following format: YYYY-MM-DD.</li>  <li>Make sure your file is a CSV file in <a data-composite="true" href="https://www.fileformat.info/info/unicode/utf8.htm" target="_blank">UTF-8 encoding</a>.</li>  <li>Make sure your contact email addresses are correct. Mistyped emails such as @gmial.com or @gmal.com may cause your email marketing campaigns to bounce.</li></ul></div></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-content"><div>Check that your data is displayed correctly before moving to Step 2. If you're using software that isn't displaying your data correctly, open your CSV file using different software (e.g. Google Sheets).</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2020/04/12/13c9cf82-c885-49c2-ab59-7f856837c87e/dbfa7d96-3a9e-4313-9706-5f047128edb3.png" alt="A screenshot of two files. The file on the left shows the wrong way to set it up and the file on the right shows it correctly" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-2-initiate-the-import-process" level="3">Step 2 | Initiate the import process</h2></div><div data-component-type="text"><div>From the Contacts area of your site's dashboard, start the process of importing your contacts.</div></div><div data-component-type="heading"><h2 id="" level="4">To initiate the import process:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Go%20to%20Contact%20List&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/contacts/" target="_blank">Contacts</a> in your site's dashboard. </li>  <li>Select <strong>Import contacts </strong>from the <strong>Import/Export</strong> drop-down at the top.</li>  <li>Click <strong>Get Started</strong> under <strong>CSV file</strong>.</li>  <li>Click <strong>Next</strong>.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-3-upload-your-csv-file" level="3">Step 3 | Upload your CSV file</h2></div><div data-component-type="text"><div>Upload your CSV file by dragging it onto your screen or selecting it from your computer. </div></div><div data-component-type="heading"><h2 id="" level="4">To upload your CSV file:</h2></div><div data-component-type="text"><ol>
  <li>Click the <strong>Add</strong> <strong>+ </strong>icon to browse for your file on your computer, or drag your file into the box.</li>  <li>(Optional) Select the <strong>Mark as email subscribers</strong> checkbox if every contact you're importing has agreed to be added to your mailing list. <br />
<strong>Tip: </strong>Learn more about <a data-composite="true" href="https://support.wix.com/en/article/understanding-the-differences-between-contacts-members-and-subscribers" target="">the differences between contacts and subscribers</a>.</li>  <li>Click <strong>Next</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/3eadcc04-813b-4e69-acf6-5bb047eced92/2024/08/18/55118678-2085-4b7c-9ffb-46be02b22242/8f9ae13f-1b32-4329-bf0f-72e159e38314.png" alt="Screenshot of the Upload step and marking as email subscribers." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>It might take a few seconds for your file to upload.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-4-match-your-fields-to-wix-contact-fields" level="3">Step 4 | Match your fields to Wix contact fields</h2></div><div data-component-type="text"><div>Wix will attempt to match the fields (column titles) from your CSV file with the contact fields in Wix Contacts. This happens during the upload process. If Wix can't work out a match, you can map these fields manually.</div></div><div data-component-type="heading"><h2 id="" level="4">To match your file's fields to Wix contact fields:</h2></div><div data-component-type="text"><ol>
  <li>Review the drop-downs under <strong>Wix Contact Fields</strong>. For each drop-down, choose what you want to do:
    <ul>
      <li><strong>Leave the field as it is:</strong> Wix automatically maps the fields in your file to the Wix contact fields. You only need to make changes if the field displayed is incorrect.</li>      <li><strong>Select a new field:</strong> Choose an existing field or click <strong>Create Custom Field</strong> to create a new field.</li>      <li><strong>Do not import the field:</strong> Select <strong>- Don't Import -</strong> to leave this field out.</li>    </ul>  </li>  <li>Click <strong>Next</strong>. </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>Make sure to match fields that have an orange notification icon. Fields that are not matched will not be imported.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/07/8080f924-6aba-475d-8e11-63a2d2fdc64f/0261e94c-1823-4021-ba11-9a864229438d.png" /></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-5-if-necessary-review-and-fix-file-errors" level="3">Step 5 | (If necessary) Review and fix file errors</h2></div><div data-component-type="text"><div>Data errors will be flagged so you can return to your file and fix any missing or incorrect data (for example, a number in an email field). Fixing data at this stage means it will be imported successfully.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>If there are any errors in your file, you'll see the below <strong>Some Contacts Have Errors</strong> screen.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/07/eb51bf19-bbd8-4df4-aa25-ee7085f951c2/018695c9-d41d-4057-9094-3700379700c3.png" /><br />
If you do not see this screen, skip this step.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To review and fix file errors:</h2></div><div data-component-type="text"><ol>
  <li>Click the <strong>view errors</strong> link under <strong>Want to fix your file?</strong>.</li>  <li>Open the file and review the <strong>Import Status</strong> and <strong>Error Description</strong> columns.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/07/2e643d2f-6773-4b91-9ab5-fd733b9b6bf0/c51af8e0-4619-4b1d-abeb-89180bf04721.png" alt="A screenshot of a file that shows the Import Status and Error Description columns." /></div></div><div data-component-type="text"><ol>
  <li>Make the recommended changes that appear in the <strong>Solution</strong> column.</li>  <li>Click<strong> Back to Upload</strong> and upload your file again.</li>  <li>Click <strong>Next</strong>.</li>  <li>Follow <a data-composite="true" href="https://support.wix.com/en/article/importing-contacts-by-uploading-a-csv-file-1066522#step-4-match-your-fields-to-wix-contact-fields" target="">step 4</a> above to match your file fields to Wix Contacts fields.</li>  <li>Click <strong>Next</strong>.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Possible errors and what they mean:</div><div class="info-content"><ul>
  <li><strong>Contacts will be imported with incomplete or incorrect fields:</strong> There was a validation error in one of the fields - the contact will be created, but that field will be left blank.</li>  <li><strong>Contacts won’t be imported due to missing required fields: </strong>You need at least a complete email or phone field. If both are missing, the contact can’t be imported at all.</li>  <li><strong>Contacts won’t be imported because they are duplicates: </strong>Duplications are based on the email address. You cannot have 2 contacts with the same email address.</li></ul></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="step-6-optional-label-and-import-your-contacts" level="3">Step 6 | (Optional) Label and import your contacts</h2></div><div data-component-type="text"><div>Label the set of contacts you're importing if you'd like to add a searchable tag to them. For example, if all these contacts attended the same yoga session, you could add a &quot;yoga&quot; label to help you identify them in the future. </div></div><div data-component-type="heading"><h2 id="" level="4">To label and import your contacts:</h2></div><div data-component-type="text"><ol>
  <li>Click <strong>+ Add Label </strong>and select an existing label, or start typing and press <strong>Enter</strong> to create a new label.</li>  <li>Click <strong>Import</strong>.</li>  <li>Click <strong>Done</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/07/fc477847-b95a-496d-97f4-b7ebe6b9a873/8426a9c8-fe0a-4046-9148-c8862f3f1826.png" alt="A screenshot of labeling the imported contacts." /></div></div>

If you are having trouble importing contacts to your Wix account using a CSV file, see our solutions below. You may encounter different issues depending on how you have set up and saved your import fi...

Wix Contacts: Troubleshooting Contact Importing Issues

<div data-component-type="text"><div>If you are having trouble importing contacts to your Wix account using a CSV file, see our solutions below. You may encounter different issues depending on how you have set up and saved your import file.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What should I know when setting up my import file?</h4><div class="collapsible-content"><div><strong>Keep the following in mind when setting up your import file:</strong></div><ul>
  <li>Include a header row in your file and match each column header with a field. You can include values for any of the default fields in your contact list or custom properties.</li>  <li>Make sure each row in your file contains an email address or phone number.</li>  <li>Make sure your import file contains fewer than 10,000 contacts.</li>  <li>Make sure any date fields are in the following format: YYYY-MM-DD.</li>  <li>Make sure your file is a CSV file in <a data-composite="true" href="https://www.fileformat.info/info/unicode/utf8.htm" target="_blank">UTF-8 encoding</a>.</li>  <li>Make sure your file does not have more than 200 columns.</li></ul><div><br /></div><div><strong>Note about the supported value separators and escape characters:</strong></div><ul>
  <li>The current supported value separators are a comma ',' and a semicolon ';'.</li>  <li>The current supported escape characters are the double-quote character &quot;&quot; and the backslash character '\'. For example, the value the &quot;big&quot; bang will be correctly imported if it appears in the file as the &quot;&quot;big&quot;&quot; bang, or the \&quot;big&quot;\ bang.</li></ul><div><br /></div><div><strong>Tip: </strong>We recommend you <a data-composite="true" href="https://static.parastorage.com/services/contacts-import/1.202.0//assets/Wix%20Contacts%20Sample.csv" target="_blank">download a sample CSV file</a> to learn more about how your file should look.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="troubleshooting-specific-issues-and-error-messages" level="3">Troubleshooting specific issues and error messages</h2></div><div data-component-type="text"><div>Experiencing issues during or after importing a file? Click an issue below to learn the possible cause and how to resolve it.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Receiving an error message about missing email or phone</h4><div class="collapsible-content"><div>If you've added your contact's phone number and email address to the CSV file but still receive this error, you should verify that the email address is in the correct format: email@email.com.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Receiving an error message about duplicate contacts</h4><div class="collapsible-content"><div>When you receive this error, it means your file includes multiple contacts with the same email address. In this case, we only import the first one on your list. Make sure every email address only appears once to avoid this error.   </div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Receiving an error message about rows with extra values</h4><div class="collapsible-content"><div>If you receive the error &quot;Row has extra values that don't align with column headers&quot;, check if the extra value should go under a titled column. For example, if a phone number appears in an untitled column, you may want to move it to be under the column titled 'Phone'.</div><div><br /></div><div>Untitled columns will be flagged in the <strong>Match </strong>step, so you can choose if to match them to existing contact fields, not to import, or create a new custom field.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/3eadcc04-813b-4e69-acf6-5bb047eced92/2024/07/07/947d1a25-5456-4196-9d88-f0116e308c66/4077ab00-cc94-46d1-b99a-aacb859e4a8e.png" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Contacts with non-Latin characters imported incorrectly</h4><div class="collapsible-content"><div>If your contacts include information in a foreign language with non-Latin characters, such as Japanese, Korean, Hebrew, Hindi, Arabic and others, your CSV file may not upload correctly.</div><div><br /></div><div>This is often caused by saving the CSV in an incorrect format. To ensure non-Latin characters are properly imported, your file must be saved as &quot;comma -separated&quot;.</div><div><br /></div><ol>
  <li>Upload your CSV file to <a data-composite="true" href="https://docs.google.com/spreadsheets" target="_blank">Google Spreadsheets</a>. </li>  <li>Click <strong>File</strong>, then <strong>Download As</strong>.</li>  <li>Select <strong>Comma-separated values</strong>. <br />
<strong>Note: </strong>Do not open the file.</li>  <li>Import your contacts following <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-importing-contacts-by-uploading-a-csv-file" target="">these instructions</a>.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/9fece466-836a-4dbb-b473-f21bfa85fc71/2019/07/08/b10b9a37-53d4-4e50-a671-00ef2aa98a95/33c86728-3716-417c-8b70-a14eccde02d9.png" /></div><div><br /></div><div><strong>Note: </strong>Not all Microsoft Excel versions have this option.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Deleted contact information re-appearing in your contact list</h4><div class="collapsible-content"><div>If you deleted a contact and imported a CSV file with a field that includes that same contact's email or phone number (which are unique fields), previously deleted information will appear in your Contact list (even if it's not in your file). To resolve this issue, <a data-composite="true" href="https://support.wix.com/en/article/contacting-wix-customer-care-for-support" target="">contact Customer Care</a>. </div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="troubleshooting-file-formatting-issues" level="3">Troubleshooting file formatting issues</h2></div><div data-component-type="text"><div>Re-saving your file and using the Wix sample file may solve issues that often occur when creating the CSV file in Numbers on Mac, Excel, or Google Sheets.</div></div><div data-component-type="text"><div><strong>Common error messages resulting from this transition:</strong></div><ul>
  <li>There is an empty field in the first row.</li>  <li>To continue, match the email or phone fields to the correct Wix Contact fields.</li>  <li>Unable to Download Your File. File must be spreadsheet in CSV format.</li></ul></div><div data-component-type="text"><div>You may also notice that your file looks like this when you open it - your data is not separated into columns, but separated by a semicolon:</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/3eadcc04-813b-4e69-acf6-5bb047eced92/2024/07/04/59ba6361-c40a-487d-bf78-3508a50c24b8/cd65f88a-982c-45d9-81eb-23f14539379a.png" alt="A screenshot of names and emails in a spreadsheet separated by a semicolon" /></div></div><div data-component-type="text"><div>Try any of the following to resolve formatting issues in your file:</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Download a CSV file from Google Sheets</h4><div class="collapsible-content"><ol>
  <li>Go to Google Sheets.</li>  <li>Click <strong>File</strong>, <strong>Open</strong>, then select your current CSV file from your computer.</li></ol><div><img data-composite="true" src="https://lh5.googleusercontent.com/nSwNxtoVKqcHCAneSWKs-JVMp81blxidSZEgd9eSPIOlL1IssOjm0XAto_UARcUowVQT8hCzdo9rI2JHCSZsRDWu6WRSR5kU0gGEEIXrJsfsrHlz9y2aIIIGYD0vY0L9Cf5VXnof9Yz6vxVEwJdKiuE" /></div><div>3. Once your existing file is loaded (each column should be divided into correct columns), click &quot;File&quot;, &quot;Download&quot;, &quot;Comma Separated Values (.csv)&quot;.</div><div><img data-composite="true" src="https://lh6.googleusercontent.com/sXDH1xtJPUle-1wi7PUyoHMKbGIyfcDTA-zxiAAB0tEjWs7UE89TC8JhOsm0pF7w5XKudoXlm3QBn4AURmPiZ53sHvnUbAMT6UHSFrDtNZtgbfwJPjeeQT8KCl7a1i6OsrCup_S96zNlXzbM6xfttVU" /></div><div>You can now use this CSV to import your contacts.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Copy your contact information into the Wix sample CSV file</h4><div class="collapsible-content"><div>1. Download the Wix sample file.</div><div><img data-composite="true" src="https://lh5.googleusercontent.com/3BP2GU623xJZ1_ZMJ6gREoCNko6uSfd2llPkTy4WvXqCazphBkzPWsnhoFsCOHl5Hux5ER0bh26cBh78Y_I3vi8adTpVxUk7Z3hJ84VJK6rH_0cjzV51Tro84UFButwPUzLwd_tRwjkcp9wY8ZbHfk8" /></div><div>2. Open the file in Google Sheets.</div><div>3. Copy-paste information from original file to sample file.</div><div>4. Download file as Comma Separated Values (.csv).</div><div><img data-composite="true" src="https://lh6.googleusercontent.com/sXDH1xtJPUle-1wi7PUyoHMKbGIyfcDTA-zxiAAB0tEjWs7UE89TC8JhOsm0pF7w5XKudoXlm3QBn4AURmPiZ53sHvnUbAMT6UHSFrDtNZtgbfwJPjeeQT8KCl7a1i6OsrCup_S96zNlXzbM6xfttVU" /></div></div></div></div>

Export your contacts to back up your contact list or to copy contacts to a different platform. You can export up to 50,000 site contacts at once to a CSV file. Choose to export all your contacts or se...

Wix Contacts: Exporting Your Contacts

<div data-component-type="text"><div>Export your contacts to back up your contact list or to copy contacts to a different platform. You can export up to 50,000 site contacts at once to a CSV file. Choose to export all your contacts or selected contacts or contact groups. You can also export contacts from an external mail provider like Gmail or Outlook before importing the file into your Wix site's contact list.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="wix-contacts-exporting-your-contacts-from-wix" level="3">Exporting your contacts from Wix</h2></div><div data-component-type="text"><div>Export contacts from your Wix site contact list. Make sure you are the site owner, as only the site owner can export contacts.</div></div><div data-component-type="heading"><h2 id="" level="4">To export your contacts:</h2></div><div data-component-type="text"><ol>
  <li>Go to <a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts%2F" target="_blank">Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>Import / Export</strong> drop-down and select <strong>Export contacts</strong>.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-content"><div>If you want to export specific contacts, select the checkboxes next to the relevant contact(s) in your contact list before completing Step 2. </div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/08/28/752f34b6-ae57-433d-a7e2-b6973fee3073/511be03f-ef7b-4154-ae47-0b6cdf530e5a.png" alt="A screenshot of the import and export drop-down in the Contacts dashboard." /></div></div><div data-component-type="text"><ol>
  <li>Choose the contacts to export:
    <ul>
      <li><strong>Selected Contacts: </strong>Exports only the contacts selected from the contact list. </li>      <li><strong>By Label: </strong>Click the drop-down menu to select a contact group, or select<strong> All Contacts</strong>.</li>    </ul>  </li>  <li>Select the relevant file format: 
    <ul>
      <li>Regular CSV file</li>      <li>Google CSV file</li>      <li>Outlook CSV file</li>    </ul>  </li>  <li>Click <strong>Export</strong>.</li>  <li>Save the file to your computer.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Notes about exporting in Google CSV file format:</div><div class="info-content"><ul>
  <li>The following Wix Contacts fields are not supported by Google: email subscription status, SMS subscription status, language, and created date. These fields will be imported as Google custom fields.</li>  <li>Currently labels are not exported in this format.</li>  <li>Google is limited to 5 email, phone, and address per contact so Wix exports the CSV accordingly.</li>  <li>Wix can export up to 16 custom fields (per Google's limitation). If there are more than 16 custom fields, the oldest fields are taken first.</li></ul>  </div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="exporting-contacts-from-an-external-mail-host" level="3">Exporting contacts from an external mail host</h2></div><div data-component-type="text"><div>You can also export your contacts from external mail hosts like Gmail or Outlook. Once you have exported from the provider, you can import the CSV file to your site's contact list.</div></div><div data-component-type="heading"><h2 id="" level="4">To export contacts from an external mail host:</h2></div><div data-component-type="text"><ol>
  <li>Choose the relevant external host and follow the instructions on their website:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Gmail</h4><div class="collapsible-content"><div>Gmail allows you to export all contacts at once. You receive a CSV file which you can upload to your Wix contact list. <a data-composite="true" href="https://support.google.com/contacts/answer/7199294?hl=en&amp;ref_topic=9160153&amp;sjid=13591068370696105345-EU" target="_blank">Learn how to export contacts from Gmail</a>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Outlook</h4><div class="collapsible-content"><div>From Outlook, you can export your entire contact list or specific folders. <a data-composite="true" href="https://support.microsoft.com/en-us/office/export-contacts-in-outlook-966eb60e-a451-4ade-8025-eead2bfe18ef" target="_blank">Learn how to export contacts from Outlook</a>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Other mail hosts</h4><div class="collapsible-content"><div>If the CSV file format of your email service provider is different to the Gmail or Outlook format (services such as Nimble, Mailchimp), copy the contacts from the exported CSV file to the Wix CSV template.</div></div></div></div><div data-component-type="text"><div>2.  <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-importing-contacts-from-a-gmail-account" target="">Import the new file</a> to your contact list.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about exporting your contacts.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How many contacts can I export at once?</h4><div class="collapsible-content"><div>You can export up to 50,000 contacts at a time.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I export only specific contacts?</h4><div class="collapsible-content"><div>Yes. To export specific contacts, select the checkbox next to the relevant contact(s) in the contact list before clicking <strong>Export</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What file formats can I export contacts in?</h4><div class="collapsible-content"><div>You can export your contacts in Regular CSV, Google CSV, or Outlook CSV formats.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Once I export contacts from an external mail host, how do I prepare the CSV file to import to Wix?</h4><div class="collapsible-content"><div>After exporting your contacts from an external mail host, your CSV file should be ready to import to your Wix contacts. There is no need to open or change the file's content. </div><div><br /></div><div>If you want to edit any contact details before importing, please note the following:</div><ul>
  <li>You can view and edit the CSV file in MS Excel.</li>  <li>When importing the CSV file to Wix, make sure that you have at least one piece of contact information for each contact.</li>  <li>To import specific contacts from your CSV file (e.g. a specific contact group) delete the contact rows you don't want, save the file and then import the modified file to Wix.</li>  <li>You can also delete rows for contact information types you don't want to import. For example, if you don't want to import contacts' home addresses, delete the column from the CSV file before importing.</li></ul></div></div></div>

Use segments to truly understand your customer base. Gain insights to drive your messaging and marketing campaigns. Strengthen your customer relationships and improve sales by targeting the right cust...

Wix Contacts: About Segments

<div data-component-type="text"><div>Use segments to truly understand your customer base. Gain insights to drive your messaging and marketing campaigns. Strengthen your customer relationships and improve sales by targeting the right customers at the right time. </div><div><br /></div><div>A segment is a specific group of customers. Segments group your customers using conditions defined by you. Segment your customers based on their attributes or how they've interacted with your site, and personalize the material you send out so your customers feel valued and understood.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Read an example of how one business uses segments</h4><div class="collapsible-content"><div>Jane owns a homeware business. She sent out a marketing email about a new wall art collection. Jane wants to reach out to the contacts who may be interested in the collection but haven't yet purchased.</div><div><br /></div><div>Jane uses segments to view a list of contacts who clicked to open her email, clicked the link to her site within the email but then left her site without making a purchase.</div><div><br /></div><div>Jane sends this specific group of contacts a discount voucher to encourage them to view the collection again and complete the journey to checkout.</div></div></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Ready to get started?</div><div class="info-content"><div>Learn how to <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment#creating-a-segment" target="">create a segment</a>.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="know-your-customer-base" level="3">Know your customer base</h2></div><div data-component-type="text"><div>Analyze and segment your customer base to gain a greater understanding of who your customers are and how they're interacting with your site.</div><div><br /></div><div>Wix stores a lot of data about the ways contacts interact with your site (e.g. someone signs up for your newsletter, makes a purchase, views a particular page). You can benefit from this valuable information by using it to help you target customers who have done specific things.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>You can <a data-composite="true" href="https://support.wix.com/en/article/adding-custom-fields-to-contacts" target="">add custom fields</a> to your contacts to enable you to collect additional customer information. These custom fields can also be used as segment filters.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="group-your-customers-in-very-specific-ways" level="3">Group your customers in very specific ways</h2></div><div data-component-type="text"><div>When you create segments, you're organizing your contacts into groups built from specific filters and criteria.</div><div><br /></div><div>To create a segment, your contacts are filtered by either a <strong>contact attribute</strong> (city, country, etc.) or <strong>contact activity</strong> on your site (number of purchases, last purchased, etc.). Once you've decided on your filter, you add conditional logic (is equal to, is less than, etc). Depending on the filter, you might also choose a value.</div><div><br /></div><div>For example, if you know you want to target customers who have spent a lot in the past but haven't visited your site in a while, you could create a segment that identifies people who have spent more than $500 but haven't visited in the last 3 months.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/03/27/ee3e0131-1d0e-4fd7-ac80-1a9cc0cabd67/f56cfecf-ff34-43a2-a8e3-632ea1c27780.png" alt="A screenshot of a filters being added to a new segment." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="take-inspiration-from-our-suggested-templates" level="3">Take inspiration from our suggested templates</h2></div><div data-component-type="text"><div>Ensure your segments are specific to your business goals. For example, use segments to market a certain product line or improve traffic to a certain part of your site.</div><div><br /></div><div>The suggested segments in the <strong>Manage Segments</strong> page of your site's dashboard provides pre-defined segments to get you started. You can set these up as they are or customize them to fit your needs. These are based on common ways of targeting customers.</div><div><br /></div><div>Additional ideas for targeting include:</div><ul>
  <li><strong>Birthdays:</strong> Filter by birthday month to congratulate customers and share birthday coupons.</li>  <li><strong>High value:</strong> Target the customers most loyal to your business.</li>  <li><strong>Churn potential:</strong> Reach out to the people who have been engaging less in recent months.</li>  <li><strong>Specific country:</strong> Celebrate a country's national holiday with a targeted email.</li>  <li><strong>Viewed campaign and didn't purchase:</strong> Share a discount coupon to tempt your customer to return to your site.</li></ul></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="target-the-right-customers-at-the-right-time" level="3">Target the right customers at the right time</h2></div><div data-component-type="text"><div>You want to understand your customers and you want your customers to feel understood. Once you're happy with a segment you've created, you can <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment#sending-an-email-campaign-to-a-segment" target="">create and send an email campaign</a>.</div><div><br /></div><div>As well as sending this campaign to a specific segment (e.g. &quot;Happy birthday! Here's your birthday discount&quot;), you can use <a data-composite="true" href="https://support.wix.com/en/article/email-marketing-personalizing-your-campaigns-with-dynamic-values" target="">dynamic values</a> to personalize your campaign. Dynamic values replace generic text (e.g. &quot;Special customer, it's your birthday!&quot;) with contact information (e.g. &quot;Frank, it's your birthday!&quot;).</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="have-confidence-that-your-segment-data-is-up-to-date" level="3">Have confidence that your segment data is up to date</h2></div><div data-component-type="text"><div>Data that determines which customers fall into your segments can change very frequently. For example, a segment based on customers opening email campaigns could change multiple times a day.</div><div><br /></div><div>Targeting the right customers works best when you're dealing with up-to-date data. When you create a new segment, all customers belonging to that segment at that moment in time are added. Segment data is automatically updated once every 24 hours. You can <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment#viewing-the-contacts-in-your-segments" target="">manually refresh segment data</a> at any time to make sure you're viewing the most up-to-date list of contacts in a segment.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">What's next?</div><div class="info-content"><div><a data-composite="true" href="https://www.wix.com/blog/search-results?q=segment" target="_blank">Explore Wix Blog</a> to read more about the importance of customer segmentation.</div></div></div></div>

Organize your contacts into groups called segments to target the right people when sending an email campaign or reaching out to your audience. When you add a new contact to your list, or someone perfo...

Wix Contacts: Creating and Managing Segments

<div data-component-type="text"><div>Organize your contacts into groups called segments to target the right people when sending an email campaign or reaching out to your audience. </div></div><div data-component-type="text"><div>When you add a new contact to your list, or someone performs an action on your site such as signing up for your newsletter, all the data (e.g. name, email, last viewed page) is stored. You can use this valuable information to create segments of contacts built from specific filters and criteria.</div></div><div data-component-type="text"><div>For example, create a segment for all contacts who have purchased an item on your site before, but have not purchased in the last 30 days. You can then send this specific group an incentive such as an email campaign with a special offer or coupon.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/03/c345c045-cdae-45b9-93f0-ae8670eaf31f/3be6173c-c249-4aa1-b2cf-547769775fef.png" alt="A screenshot of creating a new segment." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-segment" level="3">Creating a segment</h2></div><div data-component-type="text"><div>Create a segment using filters and conditional logic. First pick a filter based on either a <strong>contact attribute</strong> (city, country, email) or <strong>contact activities</strong> on your site (number of purchases, last purchased). Then choose the conditional logic for this segment.</div></div><div data-component-type="text"><div>In the following steps we're going to create a segment called 'returning customers'. Using an online store as an example, we want to target all contacts who meet two criteria: 1. They have purchased an item from the store before, and 2. They have been active on the site within the last 30 days but not purchased anything else. Using filters we can create a segment of contacts who meet both criteria.</div></div><div data-component-type="informative"><div class="info-container" info-color="orange"><div class="info-title">Important:</div><div class="info-content"><div>The logic of the filters you choose changes based on the attribute or activity. For example, the conditions for 'last viewed' will be different than the conditions for 'last purchased.'</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To create a segment:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click <strong>Manage Segments</strong> at the top right.</li>  <li>Click the drop-down next to <strong>Create Segment </strong>and choose how you want to create your segment:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Manually</h4><div class="collapsible-content"><ol>
  <li>Add a name for your segment to help you identify it later (e.g. 'Returning customers').</li>  <li>Select all the relevant filters that apply to this segment, or click <strong>+ Add a Filter </strong>to create your first filter.<br />
<strong>Note: </strong>Add the filters one at a time. The more filters you add, the more specific the segment becomes. </li>  <li>Create your filter by choosing an attribute, condition and value:<br />
<strong>Note:</strong> The options change depending on what you select.
    <ol>
      <li>Choose an option from the <strong>Contact attribute</strong> or <strong>Contact activity</strong> list. Following the 'returning customer' example, we want to find all contacts who have previously spent money on the site. To find this we select 'total amount spent.'</li>      <li>Click the <strong>Choose a condition</strong> drop-down to choose logic for your filter. The logic sets the rules for your segment. For the 'returning customer' example we select 'is more or equal to'.</li>      <li>(Optional) Depending on the attribute, input a value for this filter. If you chose 'total amount spent,' you also need to select an amount value. We'll choose '100' as our value.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/03/dfeafc79-13eb-4f41-b484-7a6c29ce0db2/9c4869c5-62b2-469f-a4c0-8b8cac395380.png" /></li>    </ol>  </li>  <li>(Optional) Click <strong>+Add a Filter </strong>below the first filter to create another filter for your segment. Both filters work together to find matching contacts.</li>  <li>When you're done adding filters click <strong>Create Segment.</strong></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">With AI</h4><div class="collapsible-content"><ol>
  <li>Enter the type of segment you want to create into the text field (e.g. 'Returning customers').<br />
<strong>Tip:</strong> Include information about what you want the segment to achieve, such as 'I want this segment to help me identify when and why customers return after a certain period'.</li>  <li>(Optional) Follow the AI Assistant's recommendations to enhance your segment's performance. It may suggest metrics to improve, such as filters to include in the segment.</li>  <li>Enter 'Yes' into the text field when the AI Assistant asks you if you want to proceed with creating the segment.</li>  <li>Choose what you want to do next:
    <ul>
      <li>Click <strong>Review Filters </strong>to edit the filters the segment will use (you can also edit these later).</li>      <li>Click <strong>Create Segment</strong> to add the segment to your dashboard.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/03/e9969c1e-ccd2-4b38-b674-1ef9bc18f60f/3c14e800-a6e8-4d55-9392-9754f91a22c0.png" /></li>    </ul>  </li>  <li>Refresh the page to see the new segment created for you.</li></ol></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="viewing-the-contacts-in-your-segments" level="3">Viewing the contacts in your segments</h2></div><div data-component-type="text"><div>You can view contacts belonging to a segment from your Segments page. Refresh segments data before viewing to make sure you're seeing the most up-to-date list of contacts in a segment.</div></div><div data-component-type="heading"><h2 id="" level="4">To view the contacts in your segments:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click <strong>Manage Segments</strong> at the top of the page.</li>  <li>(Optional) Hover over the relevant segment, click the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2022/05/09/33eb59d3-e216-434c-9e00-2b8923246983/bcc08ae0-410b-4a4f-96b9-d53338620f95.png" /> and click <strong>Refresh</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/01/04/1fd7213e-7320-4b8d-85af-bb6a5eba644e/1cf848ca-e23a-48dc-bd4e-42df23f4f619.png" alt="A screenshot of refreshing a contact segment" /></div></div><div data-component-type="text"><ol>
  <li>Click the <strong>No. of contacts</strong> icon next to the segment you want to view.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/04/57b875ff-fba2-4364-b25e-7a04a1f3d748/f08fee8a-1d6b-4e12-8035-56d94032dc82.png" alt="A screenshot of view contacts in a segment." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-managing-your-contact-list" target="_blank">Filter your contact list</a> to view contacts belonging to multiple segments at once.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-segments" level="3">Managing your segments</h2></div><div data-component-type="text"><div>The Segments tab in the Contacts dashboard shows you all the info on the segments you've created. You can also edit and remove segments. Under <strong>Your Segments</strong>, view the date and time a segment was last updated as well as the number of contacts that match the segment.</div></div><div data-component-type="heading"><h2 id="" level="4">To manage your segments:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click <strong>Manage Segments</strong> at the top of the page.</li>  <li>Hover over the segment you want to manage and click the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2022/05/09/33eb59d3-e216-434c-9e00-2b8923246983/bcc08ae0-410b-4a4f-96b9-d53338620f95.png" /> .</li>  <li>Manage your segment using the available options:
    <ul>
      <li><strong>Send Email Campaign: </strong>Send a targeted email marketing campaign to this segment. This counts as one of your monthly campaign allowances. See the <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment#sending-an-email-campaign-to-a-segment" target="">next section</a> for more information about sending email campaigns to a segment.<br />
<strong>Note:</strong> If you cannot select this option you don't have contacts that match the filter criteria yet.</li>      <li><strong>Create automation:</strong> <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder" target="">Create an automation</a> to trigger an action for this segment.</li>      <li><strong>Export contacts: </strong>Export this segment to create a back up of the contacts list or to copy the segment to a different platform.</li>      <li><strong>Duplicate: </strong>Create a copy of the segment. You can rename the segment or add new filters to change the criteria. When you're done editing click <strong>Create Segment</strong>.</li>      <li><strong>Edit:</strong> Update the segment's name and filters. You can also add a new filter to make the segment more specific. When you're done editing click <strong>Save Segment</strong>.</li>      <li><strong>Refresh: </strong>Refresh a segment's filters so that any new contacts that match the criteria are pulled into the segment. You can also see the date change next to <strong>Last updated</strong>.</li>      <li><strong>Delete: </strong>Remove a segment from the list. The contacts are still saved in your contact list, but the filters are deleted. Click <strong>Delete Segment</strong> to confirm.</li>    </ul>  </li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="sending-an-email-campaign-to-a-segment" level="3">Sending an email campaign to a segment</h2></div><div data-component-type="text"><div>Once you've created a segment, send an email marketing campaign to that group to encourage them to perform a specific action. This counts towards your monthly email marketing balance (both campaign and email limits).</div></div><div data-component-type="heading"><h2 id="" level="4">To send an email campaign to a segment: </h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click <strong>Manage Segments</strong> at the top of the page.</li>  <li>Hover over the segment you want to manage and click the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2022/05/09/33eb59d3-e216-434c-9e00-2b8923246983/bcc08ae0-410b-4a4f-96b9-d53338620f95.png" /> .</li>  <li>Click <strong>Send Email Campaign</strong>.<br />
<strong>Note:</strong> If no contacts currently match a segment's filters, you cannot send a campaign.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2025/03/04/b40ecf0a-370c-4fc3-adcb-28893578e357/abf3a74c-905b-4618-97c7-eebc1752ec28.png" alt="A screenshot of send email campaign button." /></div></div><div data-component-type="text"><ol>
  <li>Add elements to your campaign such as text, images, buttons and more. Learn how to <a data-composite="true" href="https://support.wix.com/en/article/adding-elements-to-your-email-campaign" target="_blank">add elements to your campaign</a>.</li>  <li>Click <strong>Next</strong> at the top right.</li>  <li>(Optional) Add other recipients or contacts in the <strong>To:</strong> field and click <strong>Next</strong>. <br />
<strong>Note: </strong>The segment you selected in Step 2 is automatically included in the <strong>To:</strong> field. </li>  <li>Edit the sender details of your campaign including the subject line, 'From name' and reply-to email.</li>  <li>Click <strong>Send now</strong> to send your campaign to the segment. <br />
<strong>Tip:</strong> You can also send a test email to see how the campaign appears, or click <strong>Schedule</strong> to schedule your campaign.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about creating and managing contacts segments.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How often are segments updated?</h4><div class="collapsible-content"><div>Segment data is automatically updated once every 24 hours. You can refresh segment data at any time to make sure you're viewing the most up-to-date list of contacts in a segment.</div><div><br /></div><div>Depending on the segment filters you've chosen, the contacts in each segment could change very frequently. For example, a segment based on customers opening email campaigns could change multiple times a day.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I add new contacts to an existing segment? </h4><div class="collapsible-content"><div>New contacts are automatically added to segments if they meet the segment's criteria. You can also manually refresh the segment to ensure it includes the latest contacts.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I create a segment that excludes certain contacts?</h4><div class="collapsible-content"><div>Yes, you can exclude certain contacts from a segment by adding a 'is not' filter with the contact's name.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens if a contact no longer meets the criteria for a segment?</h4><div class="collapsible-content"><div>If a contact no longer meets the criteria for a segment, they will be automatically removed from it during the next data refresh. Segment data is updated every 24 hours, but you can also manually refresh it.</div></div></div></div>

Labels help you group contacts based on their relationship with you and your business. For example, you could create labels for 'leads', 'important clients' or 'service providers'. You can use labels ...

Wix Contacts: Creating and Using Contact Labels

<div data-component-type="text"><div>Labels help you group contacts based on their relationship with you and your business. For example, you could create labels for 'leads', 'important clients' or 'service providers'. You can use labels to filter your contacts, send <a data-composite="true" href="https://support.wix.com/en/article/email-marketing-adding-recipients-to-your-campaign" target="">email marketing campaigns</a> to multiple contacts at once and more.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-contact-labels" level="3">Creating contact labels</h2></div><div data-component-type="text"><div>Add a label in Contacts in your site's dashboard so you can later assign it to any contact.</div></div><div data-component-type="heading"><h2 id="" level="4">To create a contact label:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8769cf44-f342-494c-b25f-cc98c9da3e82/2023/08/23/a69f8efa-1153-4a83-ab02-f2f5cd521eb4/1dfb5652-72ae-4d27-86c9-720937a8626d.png" /> at the top right.</li>  <li>Click<strong> Labels</strong>.</li>  <li>Click <strong>+ Add Label</strong>.</li>  <li>Enter the name of the label.</li>  <li>Click the checkmark.</li>  <li>Click <strong>Done</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/06/7bc613fa-37c6-4891-8e98-394953f7a76c/a366d675-ddd9-4278-a185-5277b1f227f1.png" alt="A screenshot of the Manage Labels menu, showing a new label being added." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="adding-labels-to-contacts" level="3">Adding labels to contacts</h2></div><div data-component-type="text"><div>Select a specific contact to add a label from their contact panel. You can select multiple contacts on the contact list to add labels in bulk. </div></div><div data-component-type="heading"><h2 id="" level="4">To add a label to a contact:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Select the relevant contact.</li>  <li>In the contact panel, click <strong>Labels</strong>.</li>  <li>Click <strong>+</strong> <strong>Add Label</strong>.</li>  <li>Select an existing label or click <strong>+ Create Label</strong> to add a new one.</li>  <li>Click <strong>Add</strong>.</li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Adding labels to multiple contacts?</div><div class="info-content"><ul>
  <li>Select multiple contacts in your contact list and click <strong>Add Labels</strong> at the top of the list to label them all at once.</li>  <li>You can also automate the process of adding a label by <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder" target="">creating a new automation</a>.</li></ul></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/19/99a3cbd9-217f-47a5-8010-caaed19385f8/e70baf66-79ea-414a-8f08-6972b7b3e4a0.png" alt="A screenshot of the labels menu open in the contact panel." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about contact labels:</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Why do my site visitors already have labels assigned to them?</h4><div class="collapsible-content"><div>When a visitor interacts with your site, they are automatically labelled with one or both of the predefined labels:</div><ul>
  <li><strong>Customers: </strong>A visitor who purchases a product from your site's store automatically gets the 'Customers' label.</li>  <li><strong>Contacted Me:</strong> A visitor who contacts you via a contact form on your site automatically gets the 'Contacted Me' label.</li></ul><div><br /></div><div><strong>Note:</strong> These predefined labels cannot be deleted.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What is the difference between a contact label and a segment?</h4><div class="collapsible-content"><div>Labels help you group contacts based on their relationship with your business. Whereas <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-about-segments" target="">segments</a> help you gain further insight into their interactions with your business. For example, you can segment customers who have spent more than $500 but haven't visited your site in the last three months. This targeted approach strengthens customer relationships and improves sales.</div></div></div></div>

Add custom fields to store additional information about your contacts. Custom fields can be either text, number, date or URL, and can have any name you choose.Adding custom fields to contactsAny custo...

Wix Contacts: Adding and Managing Custom Contact Fields

<div data-component-type="text"><div>Add custom fields to store additional information about your contacts. Custom fields can be either text, number, date or URL, and can have any name you choose.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/09/6f694192-dad3-41dc-ab03-1eb613be92e9/75f562f4-5867-40cf-a8de-8ee25477a2ee.png" alt="A screenshot of the contact panel with the date of birth custom field highlighted." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="adding-custom-fields-to-contacts" level="3">Adding custom fields to contacts</h2></div><div data-component-type="text"><div>Any custom field that you add is automatically added to all contacts in your Contact List. This way, you do not have to fill in this field for every contact.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div><a data-composite="true" href="https://support.wix.com/en/article/wix-forms-saving-your-form-data-to-your-contacts" target="">Sync custom fields</a> from your contacts to Wix Forms to collect this information from your visitors from a form on your site.</div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To add a custom field:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/05/22/aabacba8-7ddd-4d13-b0c4-3ed1baf4bbd0/76079f7b-b4f7-403e-803d-bce661791872.png" /> at the top and select <strong>Custom fields</strong>.</li>  <li>Click <strong>+ Add New Field</strong>.</li>  <li>Click the <strong>Field Type</strong> drop-down and select the type of content: <strong>Text</strong>, <strong>Number</strong>, <strong>Date</strong>, or<strong> URL</strong></li>  <li>Enter the name of the new field (e.g. &quot;Date of Birth&quot;) in the <strong>Field Name</strong> field.</li>  <li>Click<strong> Add</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/14/f8f4523c-9403-4fcf-a31a-50f8289d3a38/e57b7a48-d65c-4d6f-b25c-a7efd789c216.png" alt="A screenshot of the custom field menu with the text field type selected, and Date of Birth entered as the custom field." /></div></div><div data-component-type="text"><ol><li>Click <strong>Done</strong>.</li></ol></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="renaming-custom-contact-fields" level="3">Renaming custom contact fields</h2></div><div data-component-type="text"><div>You can change the name of a custom field without affecting any of the information stored in the field. </div></div><div data-component-type="heading"><h2 id="" level="4">To rename a custom contact field:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/05/22/aabacba8-7ddd-4d13-b0c4-3ed1baf4bbd0/76079f7b-b4f7-403e-803d-bce661791872.png" /> at the top and select <strong>Custom fields</strong>.</li>  <li>Hover over the field you want to rename and click the <strong>Rename</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/07611794-742f-4d53-8c5b-24ba712a6934/2017/09/24/b5466c44-c644-4d4c-afb8-b71c3f14ceee.png" />.</li>  <li>Edit the name of the field and click the checkmark to save.</li>  <li>Click <strong>Done</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/15/f7f0c121-329e-4f56-83eb-ef597460b2c8/ad83a4aa-0273-4d76-9836-ff553c8f3a4e.png" alt="A screenshot of the Manage your custom fields menu, with the mouse hovering over the Rename option on a custom field." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="deleting-custom-contact-fields" level="3">Deleting custom contact fields</h2></div><div data-component-type="text"><div>Clean up your contacts by deleting custom fields that you no longer need. Deleting the custom field removes it, and the information it contains, from all your contacts.</div></div><div data-component-type="heading"><h2 id="" level="4">To delete a custom field:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/d6b40156-9694-4cfe-9209-54815ef9d6dc/2024/05/22/aabacba8-7ddd-4d13-b0c4-3ed1baf4bbd0/76079f7b-b4f7-403e-803d-bce661791872.png" /> at the top and select <strong>Custom fields</strong>.</li>  <li>Hover over the field you want to delete and click the <strong>Delete</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/07611794-742f-4d53-8c5b-24ba712a6934/2017/09/24/bf3929ce-2b85-48d4-a0dd-f621991176d7.png" />.</li>  <li>Click <strong>Delete</strong> to confirm.</li>  <li>Click <strong>Done</strong>. </li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2022/06/15/23e69da4-6739-4b1e-88f5-73ee1a421c39/1b60d2de-d8bd-4c24-9560-dc2236b569a7.png" alt="A screenshot of the Manage your custom fields menu, with the mouse hovering over the Delete option on a custom field." /></div></div>

A contact's subscription status determines what types of email or SMS content you can send them. Contacts in your Wix account have one of the following subscription statuses: 
  Never subscribed: Thes...

Wix Contacts: Changing a Contact's Subscription Status

<div data-component-type="text"><div>A contact's subscription status determines what types of email or SMS content you can send them. Contacts in your Wix account have one of the following subscription statuses: </div></div><div data-component-type="text"><ul>
  <li><strong>Never subscribed:</strong> These are contacts who interacted with your site but did not opt in to your mailing list. They may receive occasional notifications, but you should not send them any marketing emails or text messages.</li>  <li><strong>Subscribed:</strong> These are contacts who have opted in to your mailing list. You can send them updates, blog posts, and marketing emails.</li>  <li><strong>Unsubscribed: </strong>These are contacts who actively unsubscribed from your mailing list. They do not receive notifications from your site, and you should not send them any marketing emails or text messages.</li></ul></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="changing-a-contacts-subscription-status" level="3">Changing a contact's subscription status</h2></div><div data-component-type="text"><div>You can update a contact's subscription status from <strong>Contacts</strong> in your site's dashboard.</div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Before you begin:</div><div class="info-content"><div>We recommend that you review email marketing laws and <a href="https://support.wix.com/en/article/wix-email-marketing-best-practices">best practices</a>. </div></div></div></div><div data-component-type="heading"><h2 id="" level="4">To change a contact's status:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/02/07/02ab09a6-e9fc-4ce4-9a75-1b49a1295f62/f5398f5b-6b2d-445c-828d-6b57579c7bfc.png" /> next to the relevant contact and select <strong>Edit</strong>.</li>  <li>Choose the type of subscription status you want to update:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Email</h4><div class="collapsible-content"><ol>
  <li>Click the <strong>Never subscribed</strong> drop-down next to <strong>Primary</strong> <strong>Email</strong> and select a new subscription status.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/02/07/f80c6760-563e-4972-b031-879b094e9fb7/7b875094-cfc9-49df-a680-8ef3a7d985f8.jpg" alt="A screenshot of the never subscribed drop-down selections next to Primary Email." /></li>  <li>Click <strong>Save</strong>.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">SMS</h4><div class="collapsible-content"><div><strong>Note:</strong> SMS subscription status is not currently available for all users.</div><ol>
  <li>Click the <strong>Never subscribed</strong> drop-down next to <strong>Primary</strong> <strong>phone</strong> and select a new subscription status.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/02/07/03309e4f-000e-49a9-a7f3-f95ee3c35a09/430960cb-6ac9-4e3e-a6af-e8e6ab58a059.jpg" alt="A screenshot of the primary phone drop-down in the edit contact section." /></li>  <li>Click <strong>Save</strong>.</li></ol></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Learn more about contacts' subscription status' below.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I view the subscription status of a contact?</h4><div class="collapsible-content"><div>You can view the current subscription status of the contact at any time under the <strong>Email</strong> and <strong>Phone</strong> columns.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/9432a2ad-f01d-4a3d-ae53-370c37e15e62/2024/07/14/e6b386e2-13ef-4507-9bb1-de4e49fd3247/cd82f866-0acb-436f-9f9f-510291fada4d.png" /></div></div></div></div>

Creating a test contact in Wix allows you to simulate interactions on your site without affecting real users. This helps you ensure that your site flows, such as sending invoices or email marketing ca...

Wix Contacts: Creating a Test Contact

<div data-component-type="text"><div>Creating a test contact in Wix allows you to simulate interactions on your site without affecting real users. This helps you ensure that your site flows, such as sending invoices or email marketing campaigns, work smoothly. For instance, you might want to see how an invoice appears in an inbox before sending it to someone in your contact list.</div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-test-contact" level="3">Creating a test contact</h2></div><div data-component-type="text"><div>Create a new test contact from your Contacts dashboard. </div></div><div data-component-type="heading"><h2 id="" level="4">To create a test contact:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2024/09/05/e05fdf47-4760-45d4-85d2-0afb96ad33f9/9d5199eb-e6e6-46e2-9a3e-83ad6f8e764f.png" /> at the top of the page and select <strong>Test site flows</strong>.</li>  <li>Click <strong>Generate Test Contact</strong>.</li>  <li>(Optional) Click to choose what you want to do:
    <ul>
      <li><strong>Copy Email:</strong> Copy the test email address so you can paste it wherever you need. </li>      <li><strong>Generate Test Contact:</strong> Create another test contact. </li>    </ul>  </li>  <li>Click <strong>Close</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/09/30/e7a2b61b-c7bb-4e75-ade0-2331788b8606/cbb94689-fee3-4221-b548-e43645d73edb.png" alt="A screenshot of the test site flows menu, showing a test contact that has been created." /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>You can <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-managing-your-contact-list#editing-a-contact" target="">edit your test contact's details</a> at any time in your contacts list.</div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about test contacts.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What site flows can I test with a test contact?</h4><div class="collapsible-content"><div>You can use your test contact to test various site flows. Here are some examples:</div><ul>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-invoices-creating-an-invoice" target="">Sending an invoice</a>.</li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-creating-a-segment" target="">Sending an email marketing campaign to a contact segment</a>.</li>  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-chat-an-overview#set-chat-hours-that-work-for-your-business" target="">Sending a chat message during offline hours</a>.</li></ul></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Who receives the emails that are triggered during a test?</h4><div class="collapsible-content"><div>The person who created the test contact will receive emails that are generated during tests.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How many test contacts can I generate?</h4><div class="collapsible-content"><div>5 test contacts can be generated per site, not per user/collaborator on the site.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What happens if I delete or lose access to the email address linked with the test contact?</h4><div class="collapsible-content"><div>If you delete or lose access to the email address linked with the test contact, it automatically gets removed from your contacts list.</div></div></div></div>

Pinned actions in your contact panel allow you to quickly access frequently-used actions for your contacts. This functionality saves time by letting you perform tasks like sending invoices, managing w...

Wix Contacts: Using Pinned Actions in Your Contact Panel

<div data-component-type="text"><div>Pinned actions in your contact panel allow you to quickly access frequently-used actions for your contacts. This functionality saves time by letting you perform tasks like sending invoices, managing workflows, or setting up appointments with just a few clicks.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/b1a3bd1c-f8f3-45d6-ada8-ba1dcb2f4b17/1cb56e59-cf5c-4ea2-993d-306b1e5a63b1.jpg" alt="A screenshot of the contact panel showing actions pinned to the top." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="setting-pinned-actions" level="3">Setting pinned actions</h2></div><div data-component-type="text"><div>Easily access your most-used actions by pinning them to the top of your contact panel.</div></div><div data-component-type="heading"><h2 id="" level="4">To set pinned actions:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click on the contact you want to manage to open the contact panel.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2eyqiy4n03ve6.cloudfront.net/12345678-1234-1234-1234-1234567890ab/2015/08/03/54c69671-fcfc-418c-82e8-b7a49b370cb6.png" />.</li>  <li>Click <strong>Set pinned actions</strong>.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/0be8ee6c-19ef-43dc-bc25-fa03aef45a89/0adc6dc6-e935-4206-ac5b-928c63ccae58.jpg" alt="A screenshot of the contact panel with the More Actions menu open, with the Set pinned actions option highlighted." /></li>  <li>Click the checkboxes to select the actions you want to pin from the available options.<br />
<strong>Note: </strong>You can pin a maximum of 3 actions at once.</li>  <li>Click <strong>Save</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/a1c473d0-e600-4b63-ae67-997d73da1139/2024/10/29/98f53a1b-9514-444d-a60c-2fd85cfa54d8/f611cb63-2730-4a54-8d3c-a2aa97dd900d.jpg" alt="A screenshot of the pinned actions menu showing the different options available to pin." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="faqs" level="3">FAQs</h2></div><div data-component-type="text"><div>Click a question below to learn more about pinned actions.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">How do I remove a pinned action?</h4><div class="collapsible-content"><div>To unpin an action, open the<strong> Set pinned actions</strong> menu and uncheck the boxes next to the actions you want to remove from the contact panel, and click <strong>Save</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Are pinned actions the same for all contacts?</h4><div class="collapsible-content"><div>No, pinned actions are set individually for each contact. This allows you to customize actions based on the specific needs of each customer.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Is there a limit to how many actions I can pin?</h4><div class="collapsible-content"><div>You can pin a maximum of 3 actions per contact.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Can I pin custom actions? </h4><div class="collapsible-content"><div>Currently, you can pin the predefined actions available in the <strong>Set pinned actions</strong> menu.</div></div></div></div>

A workflow is a board that organizes all the steps (columns) of a project, helping you track every phase with ease. Workflows let you manage and prioritize projects, marketing campaigns, sales funnels...

Wix Contacts: Creating and Managing Workflows

<div data-component-type="text"><div>A workflow is a board that organizes all the steps (columns) of a project, helping you track every phase with ease. Workflows let you manage and prioritize projects, marketing campaigns, sales funnels, or any other processes. For example, you can use them to handle customer inquiries, track sales leads, and follow up on orders.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/9432a2ad-f01d-4a3d-ae53-370c37e15e62/2024/04/24/b25ae1ee-7023-4383-9a40-3fa49d4f1542/86a95143-0cde-4606-93ec-9e31fe5d8f12.png" alt="A screenshot of a workflow." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-new-workflow" level="3">Creating a new workflow</h2></div><div data-component-type="text"><div>Workflows are connected to specific contacts. From Contacts in your site's dashboard, create a new workflow with your own custom steps or use a ready-made template. Use cards and steps to visualize a lead or customer journey.</div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">What templates are available?</h4><div class="collapsible-content"><ul>
  <li><strong>Sales leads: </strong>Track leads, quotes and invoices to close deals. </li>  <li><strong>Hiring process:</strong> Track job applicants' resumes, interviews and onboarding.</li>  <li><strong>Help desk &amp; IT:</strong> Manage your support desk from request to completion. </li>  <li><strong>Website design: </strong>Streamline your web design process and manage leads.</li>  <li><strong>Online store: </strong>Look after online orders, payments, shipping and delivery. </li>  <li><strong>Business meetings: </strong>Plan and follow up with calls and meetings to get more clients.</li>  <li><strong>Site members:</strong> Organize site members and follow their engagement.</li>  <li><strong>To-Do:</strong> Keep an eye on your contacts and where they stand.</li></ul></div></div></div><div data-component-type="heading"><h2 id="" level="4">To create a new workflow:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> at the top right and select <strong>Workflows</strong>.</li>  <li>Click <strong>Get Started</strong>. <br />
<strong>Note:</strong> If your site already has existing workflows, click <strong>New</strong> at the top right and select <strong>+ Create Workflow</strong>.</li>  <li>Choose a template or click <strong>+ Start from Scratch</strong> to create your own custom workflow.</li>  <li>Click the workflow title to rename it.</li>  <li>Click <strong>New </strong>at the top right to add steps and cards to build out your workflow.
    <ul>
      <li><strong>Steps:</strong> The steps (or columns) in your workflow are the columns that visually represent steps in your project or process. Cards move from step to step as contacts progress through the workflow.</li>      <li><strong>Cards:</strong> Each step contains cards that are linked to a contact. Cards give you a visual understanding of where you stand with a contact or lead, as well as what still needs to be done. Once you've made progress with a contact, move them to the next step by dragging and dropping the card to the relevant column.</li>    </ul>  </li></ol></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">What's next?</div><div class="info-content"><div>After building your workflow, it saves automatically. Use the drop-down next to the workflow title to switch between workflows.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/c53ba86e-e347-4248-85b8-aa1ef04a76a5/1dd991f5-6715-4482-b397-1d268cf99fda.png" alt="A screenshot of the dropdown you click next to the workflow title in order to navigate to a different workflow" /></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-a-workflow" level="3">Managing a workflow</h2></div><div data-component-type="text"><div>After creating your workflow, you may need to make adjustments such as renaming the workflow, reordering cards, or deleting unnecessary steps.</div></div><div data-component-type="heading"><h2 id="" level="4">To manage a workflow:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="_blank">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> at the top right and select <strong>Workflows</strong>.</li>  <li>Select the relevant workflow from the drop-down next to the workflow title.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/eff7190c-783b-41a9-b6ad-322a325d9c5b/0b754cdc-a178-4b9d-9437-64e5a3743fd5.jpg" alt="A screenshot of switching between workflows." /></div></div><div data-component-type="text"><ol>
  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add or remove a card</h4><div class="collapsible-content"><div><strong>To add a card:</strong></div><ol>
  <li>Click the <strong>New</strong> drop-down at the top right.</li>  <li>Select <strong>Add Card</strong>. </li>  <li>Enter the card title and select the relevant contact.</li>  <li>Click <strong>Save</strong>.</li>  <li>(Optional) Drag the new card to move it to a different step.</li></ol><div><br /></div><div><strong>Tip: </strong>You can add a card directly under a specific step by clicking<strong> Add a Card</strong>.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/ef93ce50-8f82-4dc1-aa19-496bef22f140/1e734b5e-28c3-4b0d-92f0-659a1596b463.png" /></div><div><br /></div><div><strong>To remove a card:</strong></div><ol>
  <li>Hover over the card you want to remove and click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> .</li>  <li>Click<strong> Archive Card</strong>.<br />
<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/d1c99ef1-0e95-4a6a-afbd-11cb10239b56/215b3a8a-c14b-4f8e-824c-5d6c9b1e16c7.png" /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Reorder a card</h4><div class="collapsible-content"><div>Click and drag a card up or down a step (column). You can also drag a card horizontally from one step to another.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add or remove a step</h4><div class="collapsible-content"><div><strong>To add a step:</strong></div><ol>
  <li>Click the <strong>New</strong> drop-down at the top right.</li>  <li>Select <strong>Add Step</strong>. </li>  <li>Enter the step name.</li>  <li>Click <strong>Save</strong>.</li>  <li>Hold the <strong>Reorder</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/f6fe466b-6335-4d6b-90b4-d78321cf286a/99ac7bfe-4e02-44ac-a9c1-4240a2c8bfb1.png" /> next to the step and drag it to the relevant location.</li>  <li>(Optional) Click <strong>+ Add a Card</strong> to add cards to the step.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/ef93ce50-8f82-4dc1-aa19-496bef22f140/1e734b5e-28c3-4b0d-92f0-659a1596b463.png" alt="undefined" /></li></ol><div><br /></div><div><strong>To remove a step:</strong></div><ol>
  <li>Click the More Actions icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" />  at the top right of a step.</li>  <li>Select <strong>Delete Step</strong>.</li>  <li>Click <strong>Delete</strong> to confirm.<br />
<img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/9f0a3c00-9263-4a52-9099-3b05f5e64423/04ad4240-0870-4d01-a7bb-e9f644506dd4.png" /></li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Rename your workflow</h4><div class="collapsible-content"><div>Click the workflow title at the top to rename it.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete your workflow</h4><div class="collapsible-content"><ol>
  <li>Click the <strong>More Actions</strong> drop-down at the top right.</li>  <li>Select <strong>Delete Workflow</strong>.</li>  <li>Click <strong>Delete</strong> to confirm.</li></ol></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2020/02/02/0f0a0ee6-3863-49c6-919c-85d7c19776cf/cdacef2d-8029-4f6b-909d-0ea134b83253.png" alt="A screenshot of managing a workflow." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="automating-a-workflow" level="3">Automating a workflow</h2></div><div data-component-type="text"><div>Wix Automations helps you streamline your workflow by taking care of smaller tasks for you. You can create an automation for workflows in two ways:</div></div><div data-component-type="text"><ol>
  <li><strong>Use 'Card added or moved' as a trigger:</strong> Every time a card is moved from one workflow step to another, it triggers an automated response (e.g. sends an email, creates a task).</li>  <li><strong>Choose 'Move a workflow card' as an action: </strong>Depending on your selected trigger (e.g. invoice paid), automate a workflow card to move from one step to another. </li></ol></div><div data-component-type="text"><div>For example, you can create an automation that moves a card and its linked contact to the &quot;Paid &amp; Completed&quot; step of a workflow once an invoice is paid (i.e. the trigger).</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/ec3c6560-5c6d-417d-8a47-dfc301f78f67/567bc558-a903-4de6-8f1a-6991ddbbd265.jpg" alt="a screenshot of using workflows as an automation trigger." /></div></div><div data-component-type="heading"><h2 id="" level="4">To automate a workflow:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Open%20Wix%20Automations&amp;title=Select%20a%20Site&amp;autoSelectOnSingleSite=true&amp;actionUrl=https://www.wix.com/dashboard/{{metaSiteId}}/triggers/" target="_blank">Go to Automations</a> in your site's dashboard.</li>  <li>Click <strong>+ New Automation</strong> at the top right.</li>  <li>Click<strong> Start from Scratch </strong>to begin from a blank automation template. </li>  <li>Choose what you want to do:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Use 'Card added or moved' as the automation trigger</h4><div class="collapsible-content"><ol>
  <li>Search for 'workflow' in the <strong>Select a trigger</strong> panel.</li>  <li>Select <strong>Card added or moved</strong>.</li>  <li>Select which workflow triggers the automation.</li>  <li>Select the workflow step that triggers the automation action. (i.e. the action automatically occurs every time a workflow card is moved to your chosen step).</li>  <li>Click <strong>Apply</strong>.</li>  <li>Click <strong>+ </strong>to add a step.</li>  <li>Click <strong>Action</strong>.</li>  <li>Choose the action as the result of the trigger (e.g. every time a card is moved to 'Completed &amp; Paid' in your workflow, add a 'Paid' label to that contact).</li>  <li>(Optional) Add more information to your automation <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder#step-3-choose-what-you-want-to-add-to-your-automation" target="_blank">such as a delay or condition</a>.</li>  <li>Click <strong>Activate</strong>.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/038e646e-e21c-46d7-844b-bc3a1d7cec68/247d31f1-ef40-4c0f-b77c-d71409b7425b.jpg" /></div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Add 'Move a workflow card' as the automation action</h4><div class="collapsible-content"><ol>
  <li>Choose a trigger for the automation (e.g. Invoice paid).</li>  <li>Click <strong>+ </strong>to add a step.</li>  <li>Click <strong>Action</strong>.</li>  <li>Search for 'workflows' in the<strong> Select an action </strong>panel.</li>  <li>Select <strong>Move a workflow card</strong>.</li>  <li>Choose the relevant workflow to automate.</li>  <li>Choose the step you want the cards to automatically move to once the automation is triggered (e.g. 'Paid &amp; Completed').</li>  <li>Click <strong>Apply</strong>.</li>  <li>(Optional) Add more information to your automation <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder#step-3-choose-what-you-want-to-add-to-your-automation" target="_blank">such as a delay or condition</a>.</li>  <li>Click <strong>Activate</strong>.</li></ol><div><br /></div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/5acb7589-e4a6-47bb-ad69-d3defa8fa9ae/3a578fbf-5a0a-4c97-b562-56989542afc5.jpg" /></div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/027d4ef1-9289-4a0b-8c90-d8aac486a561/6541df28-6a45-487b-bf73-62884d4d4f0a.jpg" alt="A screenshot of the new automation builder with workflows." /></div></div>

Organize and prioritize your work with Tasks &amp; Reminders to ensure nothing is overlooked. Create tasks, assign them to yourself or your team, set due dates, and receive notifications for upcoming ...

Wix Contacts: Creating and Managing Tasks & Reminders

<div data-component-type="text"><div>Organize and prioritize your work with Tasks &amp; Reminders to ensure nothing is overlooked. Create tasks, assign them to yourself or your team, set due dates, and receive notifications for upcoming deadlines. You can also link tasks to contacts. Tasks can help you manage inventory, follow up on customer inquiries, or prepare for events in your online store.</div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/21/3bf81e85-bbc3-4088-bdd7-ba15fe043450/e70a20b9-4ae5-4757-96d8-0dea9b0042ea.jpg" alt="A screenshot of the tasks and reminders dashboard." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-task" level="3">Creating a task</h2></div><div data-component-type="text"><div>From Contacts in your site's dashboard, add a task and describe what needs to be done. Set a due date and assign it to yourself or the relevant person on your team. </div></div><div data-component-type="heading"><h2 id="" level="4">To create a task:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> at the top right and select <strong>Tasks &amp; reminders</strong>.</li>  <li>Click <strong>+ Add New Task</strong>.</li>  <li>Enter your task in the text field.</li>  <li>(Optional) Add the following details:
    <ul>
      <li><strong>Set Due Date:</strong> Click <strong>Set Due Date</strong> and use the calendar to select a date.</li>      <li><strong>Link to Contact:</strong> Click<strong> Link to Contact</strong> and select the relevant contact from the drop-down menu.</li>      <li><strong>Assign to your team:</strong> Click the <strong>Assign to Your Team</strong> drop-down and choose a team member to be responsible for this task.</li>    </ul>  </li>  <li>Click <strong>Add Task</strong> to save.<br />
<strong>Tip: </strong>Your tasks are automatically sorted into statuses like 'No Due Date', 'Tomorrow' 'Upcoming' and 'Overdue'.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2025/02/10/bd8db918-32df-4481-8f9d-274acd1e992e/fb323d26-5d1b-46e3-beb4-e3817722e1c4.png" alt="A screenshot of the Tasks &amp; Reminders page, showing a new task being added to a list of existing tasks" /></div></div><div data-component-type="informative"><div class="info-container" info-color="green"><div class="info-title">Tip:</div><div class="info-content"><div>If you link a task to a specific contact, the task is also added to the contact panel. You can also <a data-composite="true" href="https://support.wix.com/en/article/wix-contacts-about-your-contact-panel#stay-informed-by-setting-tasks-for-your-contacts" target="_blank">create tasks straight from the panel</a>.</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/21/8387a6dd-afb8-40e5-a602-fa4393b083ac/95116423-5c5c-4faa-9e16-26c1bef8a366.jpg" /></div></div></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="assigning-tasks-to-your-team" level="3">Assigning tasks to your team</h2></div><div data-component-type="text"><div>Organize your to-dos and delegate work by assigning tasks to different team members. </div></div><div data-component-type="heading"><h2 id="" level="4">To assign tasks to your team:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> at the top right and select <strong>Tasks &amp; reminders</strong>.</li>  <li>Hover over the relevant task and click <strong>Edit</strong>.</li>  <li>Click the <strong>Assign to Your Team</strong> drop-down and select yourself or a team member.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/21/31424fa0-068a-4c1d-be9a-645dd4bad30a/f171ec34-e39b-4467-8509-9486bf070bd6.jpg" alt="A screenshot of assigning a task to a team member" /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="managing-your-tasks-reminders" level="3">Managing your tasks &amp; reminders</h2></div><div data-component-type="text"><div>View all pending tasks assigned to you or your team. Edit tasks, delete unnecessary ones, and mark completed tasks off the list.</div></div><div data-component-type="heading"><h2 id="" level="4">To manage your tasks and reminders:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https:%2F%2Fwww.wix.com%2Fmy-account%2Fsites%2F%7B%7BmetaSiteId%7D%7D%2Fcontacts" target="">Go to Contacts</a> in your site's dashboard.</li>  <li>Click the <strong>More Actions</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/20/33cc9736-68c4-4cd4-8911-13bd27aaf5a0/a85cdc13-42d6-4bed-b938-452c865c03f8.png" /> at the top right and select <strong>Tasks &amp; reminders</strong>.</li>  <li>Hover over the relevant task and manage it by doing one of the following:</li></ol></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Edit a task</h4><div class="collapsible-content"><ol>
  <li>Click <strong>Edit</strong>.</li>  <li>Update the task title, due date, assigned team member, or linked contact.</li>  <li>Click <strong>Save</strong>.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Mark a task complete</h4><div class="collapsible-content"><div>Select the checkbox next to a task to check it off the list.</div><div><br /></div><div><strong>Tip: </strong>Filter by completed tasks by clicking the <strong>To-Do</strong> drop-down at the top left and selecting <strong>Completed</strong>.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Delete a task</h4><div class="collapsible-content"><div>Click the <strong>Delete</strong> icon <img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/8696077d-830a-4b1e-bd86-9df98f89994a/2020/02/06/dfe40e64-03f3-43c0-843c-568efa85083d/8a63f2e4-a9e6-4948-96b8-576c62b9e809.png" /> to remove the task completely. This action cannot be undone.</div></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Filter your tasks by assignee</h4><div class="collapsible-content"><div>Click the <strong>Filter by</strong> drop-down at the top left to view all tasks assigned to a specific team member.</div></div></div></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/21/39d74fb1-10c4-4ac4-b86b-315ab9c1cc5c/3134cdaa-eebd-4e45-9f96-78c355361a18.png" alt="A screenshot of managing tasks and reminders." /></div></div><div data-component-type="line"><hr line-style="thin" /></div><div data-component-type="heading"><h2 id="creating-a-task-instantly-with-wix-automations" level="3">Creating a task instantly with Wix Automations</h2></div><div data-component-type="text"><div>With Wix Automations, you can create tasks in response to a trigger (e.g. a form submitted on your site). Automatically assign tasks to yourself or a team member, and set a due date for completion.</div></div><div data-component-type="heading"><h2 id="" level="4">To create a task with Wix Automations:</h2></div><div data-component-type="text"><ol>
  <li><a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder" target="_blank">Create an automation in the new automation builder</a> and click<strong> +Start from Scratch</strong>.</li>  <li>Give your automation a name.</li>  <li>Choose a trigger for the automation (e.g. form submitted).</li>  <li>Click <strong>+ </strong>to add a step.</li>  <li>Click <strong>Action</strong>.</li>  <li>Search for 'tasks' in the<strong> Select an action </strong>panel.</li>  <li>Select <strong>Create a task</strong>.</li>  <li>Enter the task in the text field.</li>  <li>(Optional) Fill out the task details such as assigning to a team member or setting a due date.</li>  <li>Click<strong> Apply</strong>. </li>  <li>(Optional) Add more information to your automation <a data-composite="true" href="https://support.wix.com/en/article/wix-automations-creating-an-automation-with-the-new-builder#step-3-choose-what-you-want-to-add-to-your-automation" target="_blank">such as a delay or condition</a>.</li>  <li>Click<strong> Activate</strong>.</li></ol></div><div data-component-type="image"><div class="img-container" style="text-align:center"><img src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/71d20af0-560e-44a5-bb38-bf3f513b58fa/2025/01/21/74f3df9a-5ffe-4470-ad6f-0c1a96109a94/9455da64-a8c8-4142-9ded-598c1f68824f.jpg" alt="A screenshot of creating a task with the new automation builder." /></div></div>

Currently, it is not possible to create an automation to automatically move cards to Archive.We are always working to update and improve our products, and your feedback is hugely appreciated.

Request: Moving Cards to Archive Automatically with Automation

<div data-component-type="text"><div>Currently, it is not possible to create an automation to automatically move cards to Archive.</div></div><div data-component-type="text"><span style="color: rgb(32, 69, 94); font-family: helvetica-neue, helvetica-neue-latin, helvetica-neue-cyrillic, Helvetica, Arial, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">We are always working to update and improve our products, and your feedback is hugely appreciated.</span></div>

Currently, every card that you add in Workflows must be linked to a contact. It is not possible to create a &quot;contact-less&quot; card.We are always working to update and improve our products, and ...

Request: Adding a Workflow Card Not Linked to a Contact

<div data-component-type="text"><div>Currently, every card that you add in Workflows must be linked to a contact. It is not possible to create a &quot;contact-less&quot; card.</div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is greatly appreciated.</div></div>

Currently, you can only add a contact to a single step in a workflow. Since each contact is linked to a card, you can move them to another step by moving the card. However, you cannot create a new car...

Request: Adding the Same Contact in to Multiple Workflow Steps

<div data-component-type="text"><div>Currently, you can only add a contact to a single step in a workflow. Since each contact is linked to a card, you can move them to another step by moving the card. However, you cannot create a new card under a different step for the same contact.</div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Exception:</div><div class="info-content"><div>It is possible to have the same contact in two workflow columns if one of these columns is the &quot;final step&quot; (e.g. &quot;Paid &amp; Completed&quot;) or archive column (these columns indicate that the contact has moved through the workflow and appear to the right of a dividing line).</div><div><img data-composite="true" src="https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/be0b50df-801c-4d6d-b81c-dc49333eccac/2023/10/20/fb4a9739-08d4-4cad-98dc-e462d13581c6/c39eb298-75be-45e5-ad9c-4c2a2224cff0.png" /></div></div></div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated.</div></div>

Currently, it is not possible to automatically move contacts from one Wix site to another within your account. We are always working to update and improve our products, and your feedback is hugely app...

Request: Moving Contacts from One Site to Another in Your Wix Account

<div data-component-type="text"><div>Currently, it is not possible to automatically move contacts from one Wix site to another within your account. </div></div><div data-component-type="text"><div>We are always working to update and improve our products, and your feedback is hugely appreciated. In the meantime, you can use the following workaround.</div></div><div data-component-type="heading"><h2 id="" level="3">To move your contacts:</h2></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Step 1: Export your contacts from the first site.</h4><div class="collapsible-content"><ol><li>Click <a href="http://www.wix.com/my-account/site-selector?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https://www.wix.com/my-account/sites/{{metaSiteId}}/contacts/" target="_blank">here</a> and click <strong>Manage Contacts</strong> next to the first site. </li><li>(Optional) To choose individual contacts to export, select the checkbox beside those contacts.</li><li>Click <strong>More Actions</strong> and select <strong>Export Contacts</strong>.</li><li>Select the contacts you want to export: <ul><li><strong>Selected contacts: </strong>Selects the contacts chosen in step 2.</li><li><strong>By group: </strong>Click the drop-down menu to select a contact group, or select<strong> All Contacts</strong>.</li></ul></li><li>Select a file format: <ul><li>Google CSV file</li><li>Outlook CSV file</li></ul></li><li>Click <strong>Export</strong></li><li>Save the file to your computer.</li></ol></div></div></div><div data-component-type="collapsible"><div><h4 class="collapsible-title">Step 2: Import your contacts to the second site.</h4><div class="collapsible-content"><ol><li>Click <a href="http://www.wix.com/my-account/site-selector?buttonText=Manage%20Contacts&amp;title=Select%20a%20site%20to%20update&amp;actionUrl=https://www.wix.com/my-account/sites/{{metaSiteId}}/contacts/" target="_blank">here</a> and click <strong>Manage Contacts</strong> next to the second site. </li><li>Click <strong>More Actions</strong> and select <strong>Import Contacts</strong>.</li><li>Click <strong>Connect </strong>under <strong>CSV File</strong>.</li><li>Click <strong>Upload</strong>.</li><li>Select the file from your computer.</li><li>Click <strong>Import</strong>.</li></ol></div></div></div><div data-component-type="informative"><div class="info-container" info-color="blue"><div class="info-title">Note:</div><div class="info-content"><div>If your contacts are organized in groups and you want to maintain this structure, each group should be exported and imported separately.</div></div></div></div>

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Using the Wix member apps

Mobile apps for your customers

Use our mobile apps to run your business efficiently on the go and set up a dedicated app for your site members to stay in touch. 

Using the Wix mobile apps

Run your business and connect with members.

Domain basics

Wix domains

Domains purchased elsewhere

Transferring domains

Managing domains

Troubleshooting domains

Follow our step-by step guides to learn how to purchase, connect or transfer a domain for your site, and find out how to keep your site’s data secure.

Connecting a domain

Learn to purchase, connect or transfer a domain to your site.

Setting up your store

Managing products and categories

Setting up shipping & fulfillment

Setting up payment and checkout

Designing your store

Managing your orders

Managing store inventory

Managing the Members Area

Managing store emails

Promoting stores sales

Dropshipping with Wix Stores

Setting up sales channels

Using the Wix app for Wix Stores

Wix Stores

Setting up Wix Bookings

Wix Bookings

Business solutions & apps

Get tools to grow your business and web presence. Find the right tools for your specific needs, set up online payments and keep track of your site's analytics.

Managing your business

Get tools to grow your business and web presence.