Where records come from
The page has up to three tabs, depending on your integrations:- Form submissions — signups from your subscribe and other forms
- Mailchimp unmatched — shown when Mailchimp is connected
- CC unmatched — shown when Constant Contact is connected
Reviewing a record
1
Open it
Choose Review to see the submitted details and any suggested contact.
2
Find the right contact
Accept the suggestion or search by name, email, or address.
3
Choose what to do
- Subscribe to lists — add them to your email lists.
- Update & subscribe — also update their email, phone, or mailing address.
- Add new individual — add them as a person within the contact.
- Create new contact — when they’re genuinely new.
- Ignore — set the record aside.
If a household has several people, you’ll be asked which individual to update or attach the email to—so the right person gets the contact details.

