Manage your contacts
The Contacts page groups every submission by email into a single contact, across every quiz you can access. From there you can tag people, leave notes, save segments, filter by marketing consent, and export a CSV.
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Open "Contacts" from the dashboard sidebar. It lists every respondent across all the quizzes you can access, deduplicated by email — someone who took three of your quizzes shows up once, with all three in their history.
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Each contact is auto-tagged with their best score tier across every quiz they've taken, and with "Repeat" if they've taken more than one of your quizzes. Auto-tags are computed live, not something you set yourself.
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Add your own tags by opening a contact and typing one in, or select multiple contacts with the checkboxes and use "Add tag" to tag them all at once.
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Open a contact to see their full submission history: every quiz they took, their score and outcome each time, and the full answer breakdown for each submission.
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Add a freeform, timestamped note to a contact from the same panel — useful for tracking a follow-up call or a manual qualification decision.
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Filter the list by search, tag, score tier, quiz, or marketing consent. Turn on the consent filter to see only contacts who opted in to marketing at the contact gate.
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Save your current filters as a named segment from the sidebar rail, so you can come back to the same view later without re-applying every filter.
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Export the current filtered view, or the whole list, to CSV using the "Export" button.
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Tags, notes, and segments you create are private to your account. If you're on a team workspace, each admin keeps their own tags and notes on the shared submissions rather than one shared set.
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