How to manage Contacts on Userorbit

Create, update, deactivate, and delete contacts from the Contacts page.

Add a contact

1. Go to Contacts.
2. On the Contacts tab, select Add Contact.
3. Enter the requested identity and notification fields.
4. Save.

Edit a contact

Open the row menu and select the edit action. Update the supported fields and save. For values supplied continuously by your application, update the SDK or backend source as well so it does not overwrite the manual change.

Deactivate or delete

Deactivate a contact when you need to keep the record but mark it inactive. Delete when the record should be removed from the workspace. You can select multiple contacts and use the bulk delete action.

Organize contacts

Use Segments to save audiences and Properties to manage custom field definitions.