Contacts
Storing and managing individual contact records for marketing outreach.
A Contact is a person record in EzFlow Marketing. Contacts are the shared foundation for Lists, Segments, and Broadcasts — every marketing action ultimately targets one or more of them.
Contact fields
Each contact record carries the following fields:
| Field | Notes |
|---|---|
email | Optional. Must be unique within your workspace. |
phone | Optional. Must be unique within your workspace. |
firstName | Optional display name. |
lastName | Optional display name. |
customProperties | Free-form JSON object for any additional attributes (e.g. company, plan, region). |
unsubscribed | true when the contact has opted out. Unsubscribed contacts are excluded from Broadcasts automatically. |
unsubscribedAt / unsubscribeReason | Timestamp and reason recorded when the contact opted out. |
At least one of email or phone is required when creating a contact.
Creating contacts
From the UI. Go to Marketing → Contacts and click New contact. Fill in the fields and save.
From a Workflow. Use the CREATE_CONTACT node to create a contact at automation time. The node accepts email, phone, firstName, lastName, and a customProperties object; it returns the created contact record (including its id) for downstream nodes.
Batch import. You can import multiple contacts in one operation and optionally add them all to a target List at the same time. Existing contacts (matched by email or phone) are skipped rather than overwritten.
Looking up contacts
Use the LOOKUP_CONTACT node inside a Workflow to retrieve an existing contact by email or phone. The node returns the full contact record so downstream nodes can read its fields and custom properties.
Updating contacts
From the UI. Open the contact's detail page and edit any field.
From a Workflow. Use the UPDATE_CONTACT node. Pass the contact id together with whichever fields you want to change, including individual custom properties.
Activity log
Every contact has an activity log — a timestamped list of events such as CREATED, UPDATED, SUPPRESSED, and any broadcast interactions. You can view the log on the contact detail page.
From a Workflow, use the LOG_ACTIVITY node to append a custom activity entry to any contact, including a type, description, and optional metadata JSON object. This is useful for recording external events (a purchase, a support ticket, a meeting) against the contact record.
Suppression and unsubscribes
Suppressing a contact (via the UI or the UNSUBSCRIBE_CONTACT node) sets unsubscribed to true and records a reason. Suppressed contacts are automatically excluded from Broadcast sends. See Suppression for the full opt-out model.
Related
- Lists — add contacts to named groups
- Segments — group contacts by criteria
- Broadcasts — send email to a contact audience
- Suppression — manage opt-outs
- CREATE_CONTACT node
- UPDATE_CONTACT node
- LOOKUP_CONTACT node
- LOG_ACTIVITY node