Contacts

Contacts is the people side of your tribe. Every fan who has ever interacted with you (bought a product, joined a tier, signed up for an email list, booked coaching, attended an event, submitted a form, donated, messaged you on social) shows up here as a single contact, with their history pulled together from every part of TribeNest.

You do not create contacts by hand. They appear when something happens. Operations is where you read them, organise them and act on them.

The contacts list

Open Operations then Contacts in the sidebar.

Each row shows:

• Name
• Email
• Lifecycle - a coloured dot and a word describing how engaged they are right now: active, engaged, prospect, lapsed or dormant. This is worked out for you and kept up to date.
• Score - an engagement score from 0 to 100. Higher is more engaged.
• First source - which part of TribeNest introduced them: order, email list, membership, course, coaching, event, form, social, payment link, invoice, website message, manual, or import.
• Last seen - the date of their most recent interaction.

Searching and filtering

• The search box matches name or email.
• All sources filters by where the contact first arrived.
• If you have built any segments, a segment dropdown appears so you can scope the table to one of them. It stays hidden until you have at least one.
• Sort by orders by Last seen, First seen or Created.

The actions menu

The three-dot button in the top right opens two shortcuts:

• Segments - the segment builder and your saved audiences. See Segments.
• Merge candidates - contacts that look like duplicates, with a badge showing how many are waiting.

The contact page

Click any row to open the full profile.

The header

The contact's name, their primary email, the source they came in through, and badges for has account (they have created a login) and unsubscribed if they have opted out of email.

On the right, their Engagement score as a number with a bar underneath, their lifecycle stage, and a plain sentence explaining what that stage means, such as "Engaging consistently." or "Hasn't been seen in 90+ days." A brand-new contact reads "Not yet evaluated", because the score builds as they do things.

Below that, a strip showing First seen, Last seen, their most recent location with its flag, how many identifiers are on file, and a View timeline shortcut.

Activity across modules

The centre of the page is a grid of tiles, one per part of TribeNest this person has touched: Orders, Memberships, Email subs, Courses, Coaching, Event tickets, Form submissions, Social, Payment links, Invoices, Web messages and Donations. Each shows a count, and tiles with nothing in them are dimmed.

Click a tile with records in it to open a panel listing the most recent ones: order titles and totals, tier names, ticket events, form titles, and so on.

A line at the top of the card tells you the total number of interactions and how many parts of TribeNest they span.

Timeline

Timeline opens a chronological log of everything tied to this contact, newest first, grouped by date. Filter chips narrow it:

All, Commerce, Emails, SMS + WhatsApp, Calls, Memberships, Courses + coaching, Automations, Forms + messages, and Social + location.

Calls

If your account has phone features and this contact has called or been called, a Calls card appears listing them, with a Read transcript link on the ones that were recorded.

Automations

A card listing every automation run for this contact: which automation fired, what triggered it, whether it is running, waiting, completed, failed or cancelled, and any error. Click a row to jump to that automation.

Notes

Private team notes about a contact: "saw them at the show", "wants the limited edition", "asked about a bulk order".

Type into the box at the top and click Add. Each note shows who wrote it and when, and says edited if it has been changed since. Each note has controls to edit it or delete it.

Notes are for you and your team. The contact never sees them.

The sidebar

Identifiers

Every identifier on file: emails, phone numbers, social handles. Each may carry a platform badge and a green check when it has been verified.

Messaging consent

A read-only summary of what you are allowed to send this person. It shows their phone number (or says there is none on file), then a row each for SMS and WhatsApp, showing consented with a date, opted out with a date, or no consent.

An amber can't send badge appears when they have consented but a message still would not go out, for example because there is no phone number to send to. If they have unsubscribed globally, a line says so and notes that it suppresses every channel.

Tags

Tags are short labels for grouping contacts: VIP, Pre-launch list, Tour 2026, whatever helps.

Click Edit to change them. Two things appear:

• Add existing tag - every tag you have already made, as pills. Click one to apply it.
• Create new tag - type a name and click Add. This creates the tag and applies it in one go.

While editing, each applied tag gets an X to remove it from this contact. Click Done when you are finished.

Tags power segment rules and automation steps, so anything you tag here is usable in Segments and Automations.

Properties

Properties stores your own key-and-value data on a contact: favourite colour, preferred shirt size, referral source, anything you want to keep.

Click Add property, type a key and a value, and a Save button appears in the section header. Values are free text. The trash icon removes a row.

Properties can be used as segment rules and as checks inside automations, and an automation can set them for you.

Merge candidates

When TribeNest spots two contacts that look like the same person (for example an email contact and a social contact sharing an address), it queues them for you to look at rather than merging silently.

Open Merge candidates from the actions menu on the contacts page.

Each candidate is a card showing why they were flagged and when, with the two contacts side by side. Each panel shows name, email, phone, how many activities they have, when they were first seen, their first source, and how many identifiers they carry.

1. Click the contact you want to keep. It gets a Primary badge.
2. Click Merge into that contact. Every identifier and all the activity from the other one moves across, and the other record is deleted.
3. Or click Dismiss to leave them as two separate people. The candidate is marked resolved.

Both actions ask you to confirm first.

What contacts power

• Segments slice contacts by behaviour: purchases, opens, tags, lifecycle, properties, consent.
• Automations react to what contacts do and act on them.
• Emails broadcast to segments built from contacts.
• Pipeline attaches every deal to a contact.
• Mira reads contacts to spot patterns: VIPs going quiet, lapsed members worth winning back, prospects ready to convert.