---
title: Working with contacts
related:
  - https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/configuring-contacts.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/importing-contacts.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/organizing-contacts-into-accounts.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/tracking-contact-activities.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/scoring-contacts.md
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation.md
  - https://docs.kentico.com/13/integrating-3rd-party-systems/salesforce-integration.md
---

> Agent instructions:
> **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown.
>
> - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version.
> - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt).

Contacts represent website visitors and store marketing-related information about them. In the **Kentico Xperience Business** edition, contacts cover only subscribed visitors (identified by email address). In the **Kentico Xperience Enterprise** edition, contacts cover both anonymous visitors (identified by a cookie) and registered users or customers (identified by email address). The system automatically gathers data about contacts based on the actions and input of the associated visitors.

> **Note:** **Default cookie level or consent requirements**
>
> The contact tracking functionality in Xperience Enterprise only works if the **Default cookie level** setting is set to _Visitor_ or _All_, or for visitors who give tracking consent and increase their cookie level. For more information, see: [Working with consents](https://docs.kentico.com/13/configuring-xperience/data-protection/gdpr-compliance/working-with-consents.md)

The **Kentico Xperience Business** license allows you to:

- Segment contacts into [contact groups](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md) manually.

Moreover, the **Kentico Xperience Enterprise** license allows you to:

- Segment contacts into [contact groups](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md) or [personas](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/personas.md) based on conditions. Use these segments to [personalize](https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/content-personalization.md) your site and [communication](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing.md).
- Track and analyze the [activities](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/tracking-contact-activities.md) of contacts on a website.
- Define [automated processes](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation.md) for communicating with contacts or performing other actions in the system.
- [Assign statuses](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/assigning-statuses-to-contacts.md) to contacts (for example _VIP_ contacts).
- Associate contacts with [accounts](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/organizing-contacts-into-accounts.md) (companies or other bodies where the contact operates) and specific roles within accounts.

## Managing contacts

The **Contact management** application allows you to manage all your contacts.

![Viewing a list of contacts in the Contact management application](https://docs.kentico.com/docsassets/13/working-with-contacts/list_of_contacts.png "Viewing a list of contacts in the Contact management application")

Click **Import contacts** to [import contacts](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/importing-contacts.md) from a CSV file.

Click **New contact** to manually create new contacts.

To manage the existing contacts, use the following basic actions:

- **Delete** () – removes the contact. If you wish delete multiple contacts, use the mass actions below the listing – leave _Selected contacts_ in the first drop-down, select contacts individually in the list, choose the _Delete_ action from the second drop-down, and click _OK_.
- **Manage** () – opens the contact managing interface, where you can view and edit the [contact profile](#working-with-the-contact-profile).

> **Note:** Deleting contacts from the system also causes deletion of their approved [consent agreements](https://docs.kentico.com/13/configuring-xperience/data-protection/gdpr-compliance/creating-consents.md). We recommend consulting this with a lawyer and recommend deleting contacts only when the consent agreements of your contacts will not be needed in the future.

## Working with the contact profile

The contact profile is the contact managing interface which displays all information that the system gathers about your contacts in one place. The contact profile in **Kentico Xperience Business** only displays the contact's first name, last name, email address, which newsletters they are subscribed to and which contact groups they are members of. In addition, the contact profile in **Kentico Xperience Enterprise** also displays the contact's age, gender, city, country and further contact details, such as phone and address. Moreover, it displays which scores the contact has reached, which persona they are fitting, which forms have they submitted and notes that have been added to the contact.

### Editing contacts

To edit the contact information:

1. Open the **Contact management** application on the **Contacts** tab.
2. **Manage** () a contact.
3. On the **Profile** tab, click **Edit**.

While the **Kentico Xperience Business** edition only allows you to gather and edit contact's first name, last name and email address, the **Kentico Xperience Enterprise** edition allows you to gather and edit the following information:

| Category        | Editable contact fields                                                                                                                                                                                                                                                                                                                                                                         |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| General         | **Email address**<br>**First name**<br>**Middle name**<br>**Last name**<br>**Gender**<br>**Birthday**                                                                                                                                                                                                                                                                                           |
| Contact details | **Private phone**<br>**Business phone**<br>**Company**<br>**Job title**<br>**Status** – allows you to select a [contact status](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/assigning-statuses-to-contacts.md).<br>**Contact owner** – you can select a user responsible for managing the contact. |
| Address         | **Address**<br>**ZIP code**<br>**City**<br>**Country**                                                                                                                                                                                                                                                                                                                                          |

The **Kentico Xperience Enterprise** edition also allows you to add **Notes** about the contact. Click **Insert timestamp** to insert your timestamp into the notes – the default stamp contains the full name of your user account and the current date and time.

> **Tip:** **Filling in contact data in Xperience Enterprise**
>
> You do not need to enter the values of the fields on the **Profile** tab manually for all contacts. The system automatically collects and updates the data of each contact based on the information provided by the corresponding user.
>
> Ask your administrator to:
>
> - [Configure contact recognition](https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/configuring-contacts/configuring-contact-recognition.md)
> - [Map fields to contact attributes](https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/configuring-contacts/mapping-fields-to-contact-attributes.md)
> - [Use geolocation for contacts](https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/configuring-contacts/using-geolocation-for-contacts.md)

### Viewing contact profile

In addition to the information gathered by the editable contact fields, the **Kentico Xperience Enterprise** contact profile also displays the reached scores and fitting persona, contact activity details, newsletter subscriptions, contact group memberships, and submitted forms.

To be able to view the above-mentioned on-line marketing data in one place, on the contact's **Profile** tab, you need to:

- [Create scores and define scoring rules](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/scoring-contacts/managing-contact-scores.md)
- [Create personas and define persona rules](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/personas/defining-personas.md), and wait till the contact fits a persona
- [Subscribe the contact to a newsletter](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing/managing-marketing-email-recipients.md)
- [Add the contact to a contact group manually](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md#manually-adding-contacts-to-groups) or [set up condition-based contact groups](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md#setting-up-condition-based-contact-groups)
- [Enable activity tracking](https://docs.kentico.com/13/on-line-marketing-features/configuring-and-customizing-your-on-line-marketing-features/configuring-activities.md) and make sure that the **On-line form submission** [activity is logged](https://docs.kentico.com/13/configuring-xperience/managing-sites/configuring-settings-for-sites/settings-on-line-marketing/settings-contact-management/settings-activities.md)

![Viewing the contact profile page](https://docs.kentico.com/docsassets/13/working-with-contacts/ContactProfile.png "Viewing the contact profile page")

> **Info:** **Marketing email statuses**
>
> The contact profile also displays marketing email statuses to inform you whether your contacts receive [marketing emails](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing/sending-marketing-emails.md) or not:
>
> - **Receiving marketing emails** – contacts are receiving marketing emails
> - **Opted out** – contacts unsubscribed from marketing emails
> - **Undeliverable** – contacts reached the maximum number of bounces and do not receive any marketing emails

The **Kentico Xperience Enterprise** contact profile also allows you to manage [accounts](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/working-with-contacts/organizing-contacts-into-accounts.md), [activities](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/tracking-contact-activities/viewing-contact-activities.md), marketing automation [processes](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation.md), and [memberships](#linking-contacts-with-user-accounts).

> **Info:** **On-line marketing data in Xperience Business**
>
> In addition to contact's first name, last name and email address, the **Kentico Xperience Business** contact profile only allows you to view newsletter subscriptions and contact group memberships.
>
> To be able to view the data on the contact's **Profile** tab, you need to:
>
> - [Subscribe the contact to a newsletter](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing/managing-marketing-email-recipients.md#managing-recipients-in-specific-marketing-emails)
> - [Add the contact to a contact group manually](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/contact-management/segmenting-contacts-into-contact-groups.md#manually-adding-contacts-to-groups)

## Linking contacts with user accounts

The **Kentico Xperience Enterprise** system binds contacts with other objects that represent users. This includes:

- [User accounts](https://docs.kentico.com/13/managing-users.md)
- [E-commerce customers](https://docs.kentico.com/13/e-commerce-features/managing-on-line-stores/customers.md)

To manage a contact's user relationships:

1. Open the **Contact management** application on the **Contacts** tab.
2. **Manage** () a contact.
3. Switch to the **Membership** tab.

You can view and delete the existing relationships.

![Linking a contact to a user account](https://docs.kentico.com/docsassets/13/working-with-contacts/linking_contact_with_user_account.png "Linking a contact to a user account")

> **Note:** **Note**: You do not need to bind contacts to user or customer accounts manually. The system automatically updates the contact memberships when visitors:
>
> - Register on a website
> - Sign in with a user account
> - Fill in customer data while making a purchase
