{"id":11613,"date":"2022-10-24T14:59:36","date_gmt":"2022-10-24T14:59:36","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11613"},"modified":"2026-06-25T20:02:22","modified_gmt":"2026-06-25T20:02:22","slug":"managing-contacts","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/managing-contacts\/","title":{"rendered":"Managing Contacts"},"content":{"rendered":"<p><script src=\"https:\/\/fast.wistia.com\/player.js\" async><\/script><script src=\"https:\/\/fast.wistia.com\/embed\/gik29q15az.js\" async type=\"module\"><\/script><\/p>\n<style>wistia-player[media-id='gik29q15az']:not(:defined) { background: center \/ contain no-repeat url('https:\/\/fast.wistia.com\/embed\/medias\/gik29q15az\/swatch'); display: block; filter: blur(5px); padding-top:56.25%; }<\/style>\n<p> <wistia-player media-id=\"gik29q15az\" aspect=\"1.7777777777777777\"><\/wistia-player><\/p>\n<p>&nbsp;<\/p>\n<p>Learn how to add contacts, import a list of contacts, export contacts and search for contacts in our <strong>Contacts<\/strong> section of the StoneShot Marketing Platform.<\/p>\n<p>To start off, let&#8217;s take a quick look at what&#8217;s on the contacts page. Here you&#8217;ll be able to:<\/p>\n<ol>\n<li>Create new contacts or import contacts<\/li>\n<li>Export existing contacts<\/li>\n<li>Search Fields<\/li>\n<li>Edit to add and remove columns to your current view, ready for Export<\/li>\n<li>Adapt the way you view your contacts<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3144\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/managing-contacts-2.png\" alt=\"Image of the contacts summary page in StoneShot.\" width=\"2203\" height=\"1327\" \/><\/p>\n<h2>Sorting and Search<\/h2>\n<p>You can sort data by clicking the head of each column. By default, contacts are ordered by the order in which they were loaded.<\/p>\n<h2>Managing individual contacts<\/h2>\n<div class=\"ewa-rteLine\">When viewing a contact&#8217;s profile, use the options in the top-right corner to <strong>Delete<\/strong> the record, create a <strong>Copy<\/strong> of the record, or send a one-off email directly to the contact using the <strong>Send Email<\/strong> button.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-profile-menu-1.png\" alt=\"\" width=\"2202\" height=\"859\" \/><\/p>\n<p class=\"ewa-rteLine\">You can then view or edit a contact\u2019s record by clicking the <strong>Edit<\/strong> <strong>pencil<\/strong> next to their name. This will take you to the <strong>Detail <\/strong>tab.<\/p>\n<ol class=\"add-spacing\">\n<li><strong>Opt-in and Bounce<\/strong> \u2013 The opt-in flag shows whether this contact will receive an email or not. If you opt someone out, their record will automatically be excluded from all campaigns. Email recipients can also opt themselves out by following an unsubscribe link within the email. The bounce flag shows whether this contact is on the suppression list. This means that the client is still opted in but won&#8217;t receive any emails until his or her email address is fixed.<img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/optin-bounce-flag.png\" \/>\n<div class=\"ewa-rteLine\">You can manually change these by toggling the switches<strong> ON\/OFF <\/strong>and clicking <strong>Save.<\/strong><\/div>\n<\/li>\n<li><strong>Contact details<\/strong> \u2013 The name and address fields are standard. Up to 12 custom fields can be added, in which you can store information such as salutation, dietary requirements or travel arrangements. We normally use the salutation field to personalise our emails, which is why you&#8217;ll often see &#8220;Dear {CUSTOM1}&#8221; in the emails we create.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/12-custom-fields.png\" alt=\"\" width=\"2200\" height=\"505\" \/><\/li>\n<li><strong>Segmentation<\/strong> \u2013 Assign contacts to preferences or segments that you have previously set up.<\/li>\n<li><strong>Engagement<\/strong> \u2013 If engagement scoring is enabled, this section displays the points a contact has earned through their interactions with email campaigns. Use the dropdown menu to drill down into the report and view engagement scores by the configured scoring tags. You can also use the icons on the left to view detailed engagement activity for individual emails.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/engagement-scoring-section.png\" alt=\"\" width=\"2218\" height=\"838\" \/><\/li>\n<li><strong>Activity<\/strong> \u2013 Either at the bottom of the page or in the <strong>Activity<\/strong> tab, you&#8217;ll see a list of every interaction that your contact has had. You&#8217;ll see everything such as when contact information was updated, any emails that have been sent, opened or clicked, and also any form submissions. You can click on each icon to see what action was taken.<br \/>\n<img decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-activity-section.png\" alt=\"\" \/><\/li>\n<li><strong>Send Email<\/strong> \u2013 You can send an individual email to a contact by selecting this option. Begin by clicking the <strong>Search Templates<\/strong> field and entering a few characters to locate and select the required template. Click <strong>Next<\/strong>, then review and amend the sender details, subject line, or email content as needed. If required, adjust the scheduled send date and time before clicking <strong>Send<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/send-individual-email-1.png\" width=\"1438\" height=\"1267\" \/><\/li>\n<\/ol>\n<p><a id=\"mergecontacts\" class=\"jumplink\" name=\"mergecontacts\"><\/a><\/p>\n<h2>Merging contacts<\/h2>\n<div class=\"ss_Hint\">Admins only<\/div>\n<p data-type=\"unstyled\" data-id=\"9a0dc455-85ae-4b28-85b1-e100051e0b15\">You don&#8217;t technically need to worry about duplicate contacts as StoneShot will dedupe for you when you send an email &#8211; even if you select multiple lists with the same contacts in each one.<\/p>\n<p data-type=\"unstyled\" data-id=\"9a0dc455-85ae-4b28-85b1-e100051e0b15\">That said, keeping your lists clean makes it easier to attribute activity to a single contact. You can dedupe in StoneShot by merging contacts together, choosing the &#8220;best&#8221; fields to keep on each contact. Here&#8217;s how to do it.<\/p>\n<ul data-id=\"6e47db7e-b987-44ff-aa68-c895ba3e6815\">\n<li data-id=\"4234b9b0-65ca-4eb9-86de-96f8d84180c6\">Open the app and, on the left-side menu, select <strong>Options<\/strong> and then <strong>Advanced<\/strong>.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/advanced-menu.png\" alt=\"Image of the Options &gt; Advanced tab in StoneShot's site navigation.\" width=\"170\" height=\"450\" data-type=\"image\" data-meta=\"{&quot;size&quot;:18106,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;ba536fea-92cb-4caa-9709-522266b2227b&quot;,&quot;dimensions&quot;:[243,452]}\" data-width=\"128px\" data-height=\"238px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/e21bd637-e3cc-4e9c-ab11-75a2b158f146\/image\" data-id=\"ba536fea-92cb-4caa-9709-522266b2227b\" data-created-at=\"2024-03-28T15:48:01.926Z\" data-loading=\"true\" data-media-id=\"71vmRVO5TC1Ggm\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"6c51aaf1-7430-44cf-8300-0f520d8d11a6\">\n<li data-id=\"ce969db8-ab79-4ddb-af0a-e03968ee64a3\">In <strong>Advanced<\/strong> you\u2019ll see the <strong>General<\/strong> options by default. To access the contacts\u2019 merge feature, you can click on the <strong>Contact Management<\/strong> tab in the sub-navigation.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-management.png\" alt=\"Image of the Contact Management tab in the StoneShot sub-navigation.\" width=\"990\" height=\"64\" data-type=\"image\" data-meta=\"{&quot;size&quot;:9025,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;cdde2d95-8d6a-4c0a-ab90-4b3ad1ea1c19&quot;,&quot;dimensions&quot;:[593,101]}\" data-width=\"372px\" data-height=\"64px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/6dbdbe13-6d7f-4145-a02b-ed624ad272fe\/image\" data-id=\"cdde2d95-8d6a-4c0a-ab90-4b3ad1ea1c19\" data-created-at=\"2024-03-28T15:48:03.112Z\" data-loading=\"true\" data-media-id=\"zPcl0MxJYMjo0V\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"8bd770bc-4304-4402-80e0-6fea04d44948\">\n<li data-id=\"6ecd74f4-25ac-4ec3-872d-a9488ae8155f\">On this page, you can search for duplicate email addresses:\n<ul style=\"margin-left: 30px;\" data-id=\"8bd770bc-4304-4402-80e0-6fea04d44948\">\n<li data-id=\"6236a18c-6dd2-4afb-bc9f-424c5ce454b6\">in a specific list, where you can use the dropdown to choose which list to use.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-management-everyone.png\" alt=\"Image of the List dropdown in StoneShot.\" width=\"243\" height=\"94\" data-type=\"image\" data-meta=\"{&quot;size&quot;:4796,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;0a5194f1-e103-4929-aad9-95abcb7299a3&quot;,&quot;dimensions&quot;:[309,118]}\" data-width=\"250px\" data-height=\"96px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/de261ef2-b22d-4e4e-9ad4-9f39be3bff53\/image\" data-id=\"0a5194f1-e103-4929-aad9-95abcb7299a3\" data-created-at=\"2024-03-28T15:48:03.322Z\" data-loading=\"true\" data-media-id=\"kZf9JJ64z9DCul\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul style=\"margin-left: 30px;\" data-id=\"55cf4d33-e17d-4e0e-8d2a-065fce91a253\">\n<li data-id=\"c2ebf58b-e137-4830-85cb-5fa2fb7bd163\">or by email address. Just type in or paste the email address to search for.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-management-email-1.png\" alt=\"Image of the 'Find Duplicates by Email Address' Email search field in StoneShot.\" width=\"243\" height=\"123\" data-type=\"image\" data-meta=\"{&quot;size&quot;:7299,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;c7784c32-a4e3-4d81-bfe8-6a5f5f917be0&quot;,&quot;dimensions&quot;:[275,156]}\" data-width=\"206px\" data-height=\"116px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/dc71e1c8-658d-4ad1-b2b0-cb10058f10ae\/image\" data-id=\"c7784c32-a4e3-4d81-bfe8-6a5f5f917be0\" data-created-at=\"2024-03-28T15:48:03.117Z\" data-loading=\"true\" data-media-id=\"vFhQ9-SfAlN6jy\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"d3e4facd-784b-440f-9fea-6377d57f55b9\">\n<li data-id=\"4dbe4fe0-c1b4-4023-ac55-82fdb0a4ddc1\">The search results will display all the duplicate contact records existing in your account. You can tick the checkbox next to the two contact records you\u2019d like to merge and click the green button <strong>Next &gt;<\/strong>.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2025\/06\/mergecontacts5.png\" alt=\"Image of the Contact merge table in StoneShot.\" width=\"578\" height=\"172\" data-type=\"image\" data-meta=\"{&quot;size&quot;:15696,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;4e84d3a9-93dd-4052-8582-ada3d30abb8f&quot;,&quot;dimensions&quot;:[723,215]}\" data-width=\"443px\" data-height=\"132px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/b308be7c-01df-46a4-8ba2-45f085c41771\/image\" data-id=\"4e84d3a9-93dd-4052-8582-ada3d30abb8f\" data-created-at=\"2024-03-28T15:48:02.630Z\" data-loading=\"true\" data-media-id=\"87aQhEPtoGLYDt\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"2e4174ce-2215-4fe7-bb82-cdc868350eb0\">\n<li data-id=\"9fb48e3e-47d1-40c3-9bfe-9bf32ad4c565\">Select the primary contact you&#8217;d like to keep by clicking the <strong>Set Primary<\/strong> button. If you\u2019d like to keep the oldest contact record, you can see its contact ID and check which number is the smallest. That&#8217;s the oldest contact record.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2025\/06\/mergecontacts6.png\" alt=\"Image of the Contact merge table in StoneShot.\" width=\"681\" height=\"126\" data-type=\"image\" data-meta=\"{&quot;size&quot;:20627,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;08f2f78c-86f9-4098-a839-a043c8e6b41a&quot;,&quot;dimensions&quot;:[875,162]}\" data-width=\"537px\" data-height=\"100px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/a7657b3a-83cf-40bc-9783-2b8468000b4e\/image\" data-id=\"08f2f78c-86f9-4098-a839-a043c8e6b41a\" data-created-at=\"2024-03-28T15:48:05.176Z\" data-loading=\"true\" data-media-id=\"RtbHDqpPKiQ9Cs\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"0bfedbdf-a807-4a98-9f97-aed61e333c21\">\n<li data-id=\"461f7a63-3ad8-4cd2-9a44-33987eee071a\">After selecting which contact to set as the primary one, you\u2019ll then be able to select which fields from each contact you\u2019d like to keep in the unique contact. Select the fields from the left or right column depending on which data you\u2019d like to keep<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/mergecontacts8.png\" alt=\"Image of the Primary and Secondary Contact differences in StoneShot.\" width=\"841\" height=\"397\" data-type=\"image\" data-meta=\"{&quot;size&quot;:43557,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;4fb3d56b-814f-4084-ad24-1caf52f95bef&quot;,&quot;dimensions&quot;:[1219,575]}\" data-width=\"533px\" data-height=\"252px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/7ece4a09-b9b0-44fc-aaab-e21d8f5abdac\/image\" data-id=\"4fb3d56b-814f-4084-ad24-1caf52f95bef\" data-created-at=\"2024-03-28T15:48:05.165Z\" data-loading=\"true\" data-media-id=\"XADi0rMvFDh2Sr\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"389df7c0-a513-4209-befc-e9bb565b8cef\">\n<li data-id=\"ed447a76-892c-41e2-a5bd-b2194b5142ca\">Finally, click the <strong>Merge<\/strong> button on the bottom right of the page to merge the two contact records.<\/li>\n<\/ul>\n<p data-type=\"unstyled\" data-id=\"9c404f39-ad60-4fae-92e7-56b9cb18a1fc\"><em>Note: you cannot merge two contact records who both have CRM IDs as each contact record is linked back to your CRM.<\/em><\/p>\n<p><a id=\"contactsperpage\" class=\"jumplink\" name=\"contactsperpage\"><\/a><\/p>\n<h2 style=\"line-height: 40px;\">Changing the number of contact records I see on a page<\/h2>\n<p data-type=\"unstyled\" data-id=\"33b09143-1680-4527-ab68-f81944b51c9e\">In the <strong>Contacts<\/strong> section, you can edit the number of records you\u2019d like to appear on the page.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-section.png\" alt=\"Image of the Contacts &gt; Contacts tab in the StoneShot navigation.\" width=\"170\" height=\"385\" data-type=\"image\" data-meta=\"{&quot;size&quot;:18425,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;d9eb12b2-005a-4f57-b14e-221dbe1839a9&quot;,&quot;dimensions&quot;:[311,417]}\" data-width=\"135px\" data-height=\"181px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/72161507-531f-464c-80d3-b40e5dac0a03\/image\" data-id=\"d9eb12b2-005a-4f57-b14e-221dbe1839a9\" data-created-at=\"2024-03-28T15:59:32.395Z\" data-loading=\"true\" data-media-id=\"ABLLRXlL1-MgKt\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<p data-type=\"unstyled\" data-id=\"0bffdc2d-7169-46b8-bcf1-599c4d8f4316\">To do this, follow the steps below:<\/p>\n<ul>\n<li>Navigate to <strong>Options<\/strong> &gt; <strong>Users<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/users-menu-e1782160934505.png\" alt=\"Image of the Options &gt; Users tab in the StoneShot navigation.\" width=\"170\" height=\"374\" data-type=\"image\" data-meta=\"{&quot;size&quot;:31492,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;cc4533c6-1db6-476f-b34d-fbee085db6a9&quot;,&quot;dimensions&quot;:[417,623]}\" data-width=\"191px\" data-height=\"286px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/eeb07f76-ce68-40f7-b2c3-ed28eae80b04\/image\" data-id=\"cc4533c6-1db6-476f-b34d-fbee085db6a9\" data-created-at=\"2024-03-28T15:59:31.434Z\" data-loading=\"true\" data-media-id=\"WndtXvg8eK3B_6\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/li>\n<li>Click into <strong>Preferences<\/strong>. On this page you\u2019ll be able to edit the number of records displayed via the <strong>Page size<\/strong> dropdown. Hit <strong>Save<\/strong> once you\u2019ve made your selection.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/contact-records.png\" alt=\"Image of the Preferences page in StoneShot.\" width=\"2193\" height=\"502\" data-type=\"image\" data-meta=\"{&quot;size&quot;:11614,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;e0e6f0da-db61-4162-9734-ab07c84b95b1&quot;,&quot;dimensions&quot;:[598,102]}\" data-width=\"598px\" data-height=\"102px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/12aefb21-8480-4589-83e9-eac8cac25cea\/image\" data-id=\"e0e6f0da-db61-4162-9734-ab07c84b95b1\" data-created-at=\"2024-03-28T15:59:32.387Z\" data-loading=\"true\" data-media-id=\"zIenjYwvsj5-nr\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/li>\n<\/ul>\n<p data-type=\"unstyled\" data-id=\"517aa343-dea1-42b8-9c87-05550bce6fbe\" data-depth=\"0\"><em>Note: This method is not accessible by StoneShot for Sales users.<\/em><\/p>\n<p><a id=\"emailspermonth\" class=\"jumplink\" name=\"emailspermonth\"><\/a><\/p>\n<h2 style=\"line-height: 40px;\">See how many emails a contact gets in a month<\/h2>\n<p data-type=\"unstyled\" data-id=\"9d8c5a76-e9db-4465-9d4d-b64dcbec422d\">The <strong>Contacts<\/strong> section within the StoneShot platform provides a series of tools to help manage your contact records and their information. To view the number of emails a contact receives in a month; you will need to create a list \u2013 this can be either static or dynamic depending on what best suits the task at hand.<\/p>\n<ul data-id=\"2936617f-f644-4125-ad7e-a9d4470bb6ce\">\n<li data-id=\"b3373721-a125-4d29-8d84-ba11c6bf2833\">Navigate to <strong>Contacts<\/strong> &gt; <strong>Lists<\/strong><\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/list-menu.png\" alt=\"Image of the Contacts &gt; Lists tab in the StoneShot navigation.\" width=\"170\" height=\"425\" data-type=\"image\" data-meta=\"{&quot;size&quot;:17057,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;748d4f44-f9ca-4836-b6d1-5b7a983ebe37&quot;,&quot;dimensions&quot;:[396,339]}\" data-width=\"232px\" data-height=\"200px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/bc1ee96b-26fa-4578-ba8c-b6671d97f541\/image\" data-id=\"748d4f44-f9ca-4836-b6d1-5b7a983ebe37\" data-created-at=\"2024-03-28T16:04:12.249Z\" data-loading=\"true\" data-media-id=\"3Jr-yd09kg8BC7\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"c6761721-fc92-4357-a03e-26eb6831cece\">\n<li data-id=\"daa10f96-3efb-4df9-b7fd-63fc83ac2dc2\">Create a new list using the <strong>New List<\/strong> dropdown (For this example, we\u2019re using a <strong>Static<\/strong> list).<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2025\/06\/emailspermonth2.png\" alt=\"Image of the 'New list' button and options on the Lists page in StoneShot.\" width=\"922\" height=\"127\" data-type=\"image\" data-meta=\"{&quot;size&quot;:31968,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;b62fc0d2-af44-4542-ae03-de5c057d9b86&quot;,&quot;dimensions&quot;:[1600,220]}\" data-width=\"601px\" data-height=\"82px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/85374709-8c61-488b-9493-275d5014d7dc\/image\" data-id=\"b62fc0d2-af44-4542-ae03-de5c057d9b86\" data-created-at=\"2024-03-28T16:04:11.999Z\" data-loading=\"true\" data-media-id=\"z9uEfwgp-LEZKt\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"aef25e30-fb31-4083-879a-17d67d5e854b\">\n<li data-id=\"a94d66b0-4c94-4273-9d97-d641c0b8a678\">Once you\u2019ve set up the list with your contact(s), open the <strong>Search and Filter<\/strong> tab by clicking the blue arrow located on the top right of the page. This edit panel allows you to build up information on your list.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/new-static-list.png\" alt=\"Image of the 'Search and Filter' button on the List summary page in StoneShot.\" width=\"598\" height=\"87\" data-type=\"image\" data-meta=\"{&quot;size&quot;:10674,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;cc4d55ab-5b97-4748-8e43-80a37378a818&quot;,&quot;dimensions&quot;:[598,75]}\" data-width=\"598px\" data-height=\"74px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/68e17456-39f3-4b81-a710-56117807d23b\/image\" data-id=\"cc4d55ab-5b97-4748-8e43-80a37378a818\" data-created-at=\"2024-03-28T16:04:11.815Z\" data-loading=\"true\" data-media-id=\"Dr7Qjl10ZE13bf\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"64e77d6c-9fc3-4b2a-8ebc-32e4610b56aa\">\n<li data-id=\"909b1f9d-9788-4961-9d0a-bb64938eb9a1\">Type in \u201csent\u201d in the search bar to add the <strong>Sent<\/strong> column to your list. This is also where you can edit the time span via the <strong>Report Range<\/strong> dropdown.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2025\/06\/emailspermonth4.png\" alt=\"Image of the 'Search and Filter' tab highlighting the 'Columns' section in StoneShot.\" width=\"240\" height=\"277\" data-type=\"image\" data-meta=\"{&quot;size&quot;:8788,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;14fab8cd-0c03-4a89-a9d1-4a477309574f&quot;,&quot;dimensions&quot;:[311,359]}\" data-width=\"216px\" data-height=\"250px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/8eaef6db-8cf6-41a6-ba46-ba377b9633f1\/image\" data-id=\"14fab8cd-0c03-4a89-a9d1-4a477309574f\" data-created-at=\"2024-03-28T16:04:12.077Z\" data-loading=\"true\" data-media-id=\"nPL49lNkOnmInU\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n<ul data-id=\"74affa4c-c4de-409b-ba01-ee1b806a4c12\">\n<li data-id=\"6aad3864-a08d-4b95-b372-f39822d773eb\">You should now see the new column added to the display like below. The number of sent emails will now be visible for each contact.<\/li>\n<\/ul>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2026\/06\/lists-adding-columns-1.png\" alt=\"Image of the List contact table highlighting the Sent column in StoneShot.\" width=\"652\" height=\"62\" data-type=\"image\" data-meta=\"{&quot;size&quot;:4865,&quot;type&quot;:&quot;image\/png&quot;,&quot;blockKey&quot;:&quot;c920aa98-c325-4a0e-872d-e902a0ef6e4d&quot;,&quot;dimensions&quot;:[625,42]}\" data-width=\"624px\" data-height=\"42px\" data-name=\"image\" data-note-id=\"8SfdEJrjq596JP\" data-url=\"https:\/\/storage.googleapis.com\/slite-api-private-files-production\/files\/H0tQZosVZ33aUK\/efaebe54-c3e9-4ae6-bc28-da54c04191e8\/image\" data-id=\"c920aa98-c325-4a0e-872d-e902a0ef6e4d\" data-created-at=\"2024-03-28T16:04:12.335Z\" data-loading=\"true\" data-media-id=\"bsOgYhEhphBglx\" data-created-by=\"GKiNm8uBxv5OHV\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Learn how to add contacts, import a list of contacts, export contacts and search for contacts in our Contacts section of the StoneShot Marketing Platform. To start off, let&#8217;s take a quick look at what&#8217;s on the contacts page. Here you&#8217;ll be able to: Create new contacts or import contacts Export existing contacts Search [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[60],"tags":[],"class_list":["post-11613","post","type-post","status-publish","format-standard","hentry","category-contacts-lists"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Managing Contacts - The Learning Site<\/title>\n<meta name=\"description\" content=\"Learn how to import a list of contacts, export contacts and search for contacts in our Contacts section of the StoneShot Marketing Platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/managing-contacts\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Contacts\" \/>\n<meta property=\"og:description\" content=\"Learn how to import a list of contacts, export contacts and search for contacts in our Contacts section of the StoneShot Marketing Platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/managing-contacts\/\" \/>\n<meta property=\"og:site_name\" content=\"The Learning Site\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-24T14:59:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-25T20:02:22+00:00\" \/>\n<meta name=\"author\" content=\"Michael Wilson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:site\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Wilson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/\"},\"author\":{\"name\":\"Michael Wilson\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#\\\/schema\\\/person\\\/4df6b19d5503c3e7f88710658295d139\"},\"headline\":\"Managing Contacts\",\"datePublished\":\"2022-10-24T14:59:36+00:00\",\"dateModified\":\"2026-06-25T20:02:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/\"},\"wordCount\":1117,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/managing-contacts-2.png\",\"articleSection\":[\"Contacts Lists\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/\",\"url\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/managing-contacts\\\/\",\"name\":\"Managing Contacts - 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