MyVisitorsDocs

Contacts

A contact is created every time a visitor submits a form inside one of your widgets. Your app can also add contacts through the API. Contacts are your list of people inside MyVisitors.

Contacts are leads in the API

The dashboard says contacts. The API and webhooks call them leads: /api/v1/leads, lead.created, {{lead.name}}.

Contact data

Every contact stores:

  • Email — captured if the widget form includes an email field. Required for automatic and one-off emails.
  • Phone — optional, captured if a phone field is present.
  • Custom fields — any other fields in the widget form (name, company, message, etc.) are stored as key-value pairs.
  • Source — the URL the visitor was on when they submitted, plus their device type (desktop / mobile / tablet).
  • Widget — which widget produced this contact.
  • Created at — the timestamp of submission.

Contacts table

All contacts are listed under Contacts in the sidebar. The table shows 100 contacts per page — use theNext / Previous navigation at the bottom to move between pages.

Search

Use the search bar to filter contacts by email, name, or any value in their custom form fields. The search is client-side and instant.

Filters

  • By widget — show only contacts from a specific widget.
  • By tag — show only contacts with a specific tag.
  • Starred — show only contacts you have marked as important.
  • Unsubscribed — show only contacts who have opted out of emails. Only visible when unsubscribed contacts exist.

Tags

Tags let you sort contacts by hand. You can create tags from the contacts table toolbar (click the tag icon). Each tag has a name and a color. A contact can have several tags.

Tags can also be used as the audience for a one-off email — useful for sending to a chosen group.

Starring contacts

Click the star icon on any contact row to mark it as important. Starred contacts can be filtered to the top of the table using theStarred filter button. Stars are stored per-org, not per-user.

Unsubscribes

Every marketing email sent by MyVisitors (automatic and one-off emails) contains an Unsubscribe link in the footer. When a contact clicks it, their record is marked unsubscribed: true and they are excluded from all future email sends.

Unsubscribes are also processed automatically when Resend reports a hard bounce or a spam complaintvia webhook — no manual action required.

You cannot re-subscribe a contact from the UI

If a contact asks to be added back to your list you will need to update their record directly. Treat unsubscribes as permanent unless the contact explicitly opts back in.

Exporting contacts

Click Export CSV on the Contacts page to download the currently filtered list as a comma-separated file. The CSV includes email, phone, all custom fields, widget name, tags, source URL, device, and capture timestamp.

Export respects filters

If you have a tag or search filter active, the CSV will only contain the matching contacts — not your full list.

Contact detail page

Click any contact row to open the contact detail page. It shows the full profile including all form fields, source information, assigned tags, and a timeline of any automatic email runs triggered by this contact.

Pagination

The contacts list is paginated server-side at 100 records per page. Page navigation appears at the bottom when there are more than 100 contacts in your current filtered view.