---
title: Working with contacts
related:
  - https://docs.kentico.com/k9/integrating-3rd-party-systems/salesforce-integration.md
  - https://docs.kentico.com/k9/on-line-marketing-features/contact-management/contact-segmentation.md
  - https://docs.kentico.com/k9/on-line-marketing-features/contact-management/tracking-contact-activities.md
  - https://docs.kentico.com/k9/on-line-marketing-features/contact-management/scoring-contacts.md
  - https://docs.kentico.com/k9/on-line-marketing-features/contact-management/allowing-global-contact-management-objects.md
  - https://docs.kentico.com/k9/on-line-marketing-features/marketing-automation/managing-the-flow-of-contacts-in-automation-processes.md
  - https://docs.kentico.com/k9/on-line-marketing-features/content-personalization/personas.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).

> **Info:** **Kentico EMS required**
>
> Features described on this page require the **Kentico EMS** license.

Contacts represent visitors of the website and store marketing-related information about them. Contacts cover both anonymous visitors (identified by an HTTP cookie) and regular registered users or customers (identified by username or email address). The system automatically gathers data about contacts based on the actions and input of the associated users.

Kentico allows you to:

- Segment contacts into [contact groups](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/contact-segmentation.md) or [personas](https://docs.kentico.com/k9/on-line-marketing-features/content-personalization/personas.md) based on conditions. Use these segments to [personalize](https://docs.kentico.com/k9/on-line-marketing-features/content-personalization.md) your site and [communication](https://docs.kentico.com/k9/on-line-marketing-features/email-marketing.md).
- Track and analyze the [activities ](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/tracking-contact-activities.md)of contacts on the website
- Define [automated processes](https://docs.kentico.com/k9/on-line-marketing-features/marketing-automation.md) for communicating with contacts or performing other actions in the system
- [Assign statuses](https://docs.kentico.com/k9/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/k9/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

To manage contacts, use the **Contact management** application.

The **Contact management** application allows you to manage contacts based on the currently selected contacts. For example, from all the websites or from a currently selected website. You can also manage [global contacts](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/allowing-global-contact-management-objects.md) in the application.

![Viewing a list of contacts in the Contact management application](https://docs.kentico.com/docsassets/k9/working-with-contacts/list_of_contacts.png "Viewing a list of contacts in the Contact management application")

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

To manage existing contacts, use the following basic actions:

- **Edit** () - opens the contact's editing interface, where you can view and modify the contact's details
- **Delete** ()

**Editable contact fields**

| Section          | Fields                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| General          | **First name**<br>**Last name**<br>**Middle name**<br>**Salutation**<br>**Title before**<br>**Title after**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Personal info    | **Birthday**<br>**Company name**<br>**Gender**<br>**Job title**<br>**Created** (automatically stored date)<br>**Last logon** (automatically updated by the system)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Contact settings | **Contact status** - allows you to select a [contact status](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/working-with-contacts/assigning-statuses-to-contacts.md).<br>**Track activities** - if enabled, the system tracks the contact's actions as [activities](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/tracking-contact-activities.md).<br>**Contact owner** - you can select a user responsible for managing the contact.<br>**Campaign** - the [campaign ](https://docs.kentico.com/k9/on-line-marketing-features/web-analytics/tracking-campaigns.md)by which the contact first arrived on the site. |
| Address          | **Address 1**<br>**Address 2**<br>**City**<br>**Zip code**<br>**Country**<br>**Mobile phone**<br>**Home phone**<br>**Business phone**<br>**E-mail address**<br>**Web URL**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |

You can also leave **Notes** about the contact. Click **Add stamp** to insert your stamp into the notes — the default stamp contains the full name of your user account and the current date and time.

> **Info:** **Filling in contact data**
>
> You do not need to enter the values of the fields on the **General** 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 on the website.
>
> See also:
>
> - [Configuring contact recognition](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/working-with-contacts/configuring-contact-recognition.md)
> - [Mapping fields to contact attributes](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/working-with-contacts/mapping-fields-to-contact-attributes.md)
> - [Using geolocation for contacts](https://docs.kentico.com/k9/on-line-marketing-features/contact-management/working-with-contacts/using-geolocation-for-contacts.md)

The other tabs of the contact editing interface allow you to manage the various features related to contacts. Please see the related pages for more information.

## Adding custom fields to contacts

If you need to store data for contacts in addition to the default fields, you can define custom fields:

1. Open the **Modules** application.
2. Edit () **Contact management**.
3. Open the **Classes** tab.
4. Edit the **Contact management - Contact** class.
5. [Define the fields](https://docs.kentico.com/k9/custom-development/developing-form-controls/assigning-form-controls-to-fields.md) on the **Fields** tab.

You can view and edit the values of your new fields on the **Custom fields** tab of the contact editing interface. Custom fields are visible on the **General** tab among the standard fields as well.

![Editing a custom contact field](https://docs.kentico.com/docsassets/k9/working-with-contacts/editing_custom_contact_field.png "Editing a custom contact field")

## Linking contacts with user accounts

The system allows you to associate contacts with other objects that represent users. This includes:

- [User accounts](https://docs.kentico.com/k9/managing-users.md)
- [E-commerce customers](https://docs.kentico.com/k9/e-commerce-features/managing-your-store/customers.md)
- [Email marketing subscribers](https://docs.kentico.com/k9/on-line-marketing-features/email-marketing/working-with-email-campaigns.md)

To manage a contact's user relationships, open the **Membership** tab of the contact editing interface. You can add new relationships or delete existing ones.

> **Info:** **Note**: You do not need to bind contacts to users, customers or subscribers accounts manually. The system automatically updates the contact memberships when visitors:
>
> - Register on the website
> - Log in under a user account
> - Fill in customer data while making a purchase
> - Subscribe to a newsletter

![Linking a contact to a user account](https://docs.kentico.com/docsassets/k9/working-with-contacts/linking_contact_with_user_account.png "Linking a contact to a user account")
