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, messaged you on social, or even just gave you their email at a show -- shows up here as a single contact, with their history pulled together from every module.

You don't create contacts manually -- they appear when something happens. Operations is where you read, organize, and act on them.

The contacts list

Open Operations -> Contacts in the sidebar to see everyone in your tribe.

Each row shows:

• Name and email -- whatever you have on file. If you don't have a name, the email stands in.
• Lifecycle -- a colored dot plus a label describing how engaged this person is right now: active, engaged, prospect, lapsed, or dormant. Lifecycle is recomputed automatically.
• Score -- an engagement score from 0 to 100. Higher is more engaged.
• First source -- which module first introduced this contact: 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 showed up.
• If you've built segments, All contacts lets you filter the list to a specific segment.
• Sort by lets you order by Last seen, First seen, or Created.

Quick links from the list

The More menu in the top right opens:

• Segments -- the segment builder and saved audiences. See Segments.
• Merge candidates -- a queue of contacts that look like duplicates. A badge shows how many are waiting.

The contact detail page

Click any row to open the full contact profile.

Hero band

At the top you'll see the contact's name, primary email, the source they came in through, and badges for has account (they've created a login) and unsubscribed if they've opted out of emails. To the right, the Engagement score is shown as a number and a progress bar, with the lifecycle stage underneath.

A meta strip below shows First seen, Last seen, latest location, identifier count, and a View timeline shortcut.

Activity across modules

The centerpiece of the page is a grid of every module this contact has touched -- Orders, Memberships, Email subs, Courses, Coaching, Event tickets, Form submissions, Social, Payment links, Invoices, and Web messages. Each tile shows a count. Click a tile with records to open a side modal listing the most recent items in that module (order titles and totals, tier names, ticket events, form titles, and so on).

A header summary tells you the total interaction count and how many modules they've engaged with.

Timeline

The Timeline button (top right of the activity card and in the meta strip) opens a chronological log of every event tied to this contact, newest first. Filter chips let you narrow by category:

• Commerce -- orders, event tickets, payment links, invoices
• Emails -- opens, clicks, bounces, complaints, deliveries, subscriptions
• Memberships -- starts and cancellations
• Courses + coaching -- access grants and bookings
• Automations -- automation runs (completed, failed, waiting, etc.)
• Forms + messages -- form submissions, website messages, lead magnet downloads
• Social + location -- social interactions and captured locations

Automations

A panel lists every automation run for this contact -- which automation fired, what triggered it, the status (running, waiting, completed, failed, cancelled), and any error message. Click a row to jump straight to that automation.

Notes

Add private team notes about a contact -- "saw them at the show", "wants the limited edition", "nice DM exchange". Notes are timestamped, signed with the author's name, and editable. Use the Add button to save, the pencil to edit, and the trash icon to delete.

Identifiers

The right sidebar shows every identifier on file -- emails, phone numbers, social handles. Each identifier may show a platform badge and a green check if it's been verified.

Tags

Tags are short labels you can apply to group contacts: VIP, Pre-launch list, Tour 2026, whatever helps. Click Edit to add, remove, or create new tags. New tags can be color-coded.

Tags power segment rules and automation triggers, so anything you tag here can be used in Segments and Automations.

Custom properties

Below tags, Properties lets you store free-form key/value data on the contact -- favorite color, preferred shirt size, referral source, anything. Properties are usable as segment rules and as condition checks inside automations.

Add a row, type a key and a value, and save. Properties can also be set automatically by automation actions.

Merge candidates

When TribeNest spots two contacts that look like the same person -- for example, an email contact and a social contact with matching email addresses -- it queues them as a merge candidate rather than merging silently.

Open Operations -> Contacts -> More -> Merge candidates (or click the badge on the contacts page).

For each pair you'll see two side-by-side cards with:

• Name, email, phone
• Total activity count
• First-seen date
• First source
• Identifier count

1. Click the contact you want to keep -- the Primary badge appears on it.
2. Click Merge into [name]. All identifiers and activity from the other contact get re-pointed to the primary, and the secondary is deleted.
3. Or click Dismiss to leave both contacts separate. The candidate is marked resolved.

What contacts power

Contacts feed almost everything else in Operations:

• Segments slice contacts by behavior -- purchases, opens, tags, lifecycle, properties.
• Automations react to contact events and run actions on them.
• Emails broadcast to segments built from contacts.
• Mira uses contacts to spot patterns -- VIPs going quiet, lapsed members worth winning back, prospects ready to convert.