Contacts

A contact is one person in your organization's database, identified by their email address. Each contact has a page that brings together everything you know about them: their registrations and attendance, what they did in live sessions, the emails, SMS and push messages they received, their consents and their lead score.

Access: all roles can view contacts. Admins and marketers can also flag, restrict and rename contacts, and act on their registrations and emails.

How contacts are created

You don't add contacts by hand. RestartiX creates a contact automatically the first time an email address reaches your organization, for example when someone:

• registers for a session on your public site, in the attendee app or in the mobile app
• submits a funnel form
• is imported into a session
• is added as a member of a members-only webinar

There is one contact per email address in your organization. Addresses are compared without regard to capitalization or surrounding spaces, so [email protected] and [email protected] are the same contact. Every later registration, form submission or interaction from the same address is added to the existing contact.

There's no delete button for contacts. To erase a person and their data, process a deletion request on the GDPR page.

Find a contact

Go to Contacts in the sidebar. The list shows your most recently added contacts first, 20 at a time; click Load More to see more.

Column	What it shows
Contact	Name and email address. A Flagged badge means email to this address is suppressed (hover it to see the reason); Restricted means processing is restricted. If no email is on file, a shortened ID is shown instead.
First Seen	When the contact was created.
Webinars	How many different webinars the contact has registered for.
Score	The contact's overall lead score. A dash means they haven't been scored.

Use the controls above the list:

• Search by email... finds a contact by their complete email address. The search ignores capitalization, but partial addresses and names return no results.
• Show Flagged shows only contacts whose email is flagged. Click it again (Showing Flagged) to go back to all contacts.
• Sort by Score orders the list from the highest lead score down. Click it again (Sorted by Score) to go back to newest first. Contacts without a score sort as 0.

Click a contact to open their page.

TIP

You can also open a contact from the live control panel: click an attendee's name in the chat to see their details, then click View profile.

The contact page

The header shows the contact's name (or Contact Detail if no name is on file), email address, phone number if they gave one, and a hashed form of their email address. An Email Flagged or Processing Restricted badge appears when either applies. Admins and marketers see the Flag Email, Restrict Processing and Edit Name buttons here.

Below the header are ten tabs.

Overview

Section	What it shows
Lead Score	The overall lead score (0 if the contact hasn't been scored).
First Seen / Last Seen	When the contact was created, and the most recent time they registered, took part in a session or otherwise interacted with your organization.
Email Status	Active, or Flagged with the reason and the date it was flagged.
Count tiles	Funnels, Webinars (number of registrations), Events, Emails, SMS, Push, Shares and Consents. Click a tile to open that tab.
Segments	Every segment the contact belongs to. Click one to open it.
GDPR Requests	Data-protection requests on file for this contact, with type, status, who made the request and when. Shown only when there are some.
Score Breakdown	Where the lead score comes from: the overall total per action, and each webinar's score with its own breakdown. Shown once the contact has a score.

Funnels

Every funnel the contact has entered, with how many steps they reached (for example 3 / 5 steps) and when they first entered. Each entry shows the step, how the entry was made, and when. Colored badges summarize the entry's details; click the info icon next to a badge to see:

• Attribution Details: UTM source, medium, campaign, content and term, plus the ad platform and click ID when the visit came from an ad.
• Referral Details: the referral source, referrer URL and landing URL, and the channel and platform when they arrived through someone's share link.
• Device & Location: device type, operating system, browser, country, city and timezone.

Click All steps to see the full funnel with reached and unreached steps. When the contact went through the funnel for more than one session, entries are grouped by session.

Webinars

The contact's registrations, newest first:

Column	What it shows
Reg ID	The start of the registration ID. Click the copy icon to copy the full ID.
Webinar	The webinar they registered for.
Status	registered, attended, no_show or canceled. For a canceled registration you also see when it was canceled, where it was canceled from (for example admin, email, preferences, lobby or app) and the reason, if one was given.
Attended Via	How they most recently joined: pre_show, live, replay or evergreen.
Attended At	When they most recently joined.
Registered	When they registered.
Confirmation	When the registration confirmation email was last sent, or Not sent.
Actions	Send confirmation and Revoke (admins and marketers). See Act on a registration.

A registration becomes attended as soon as the person opens the session room, whether that's during the pre-show, the live broadcast or the replay. Registrations that never joined are marked no_show once the latest Featured Until among the webinar's sessions has passed; sessions without a Featured Until are ignored. For a webinar with several sessions, earlier no-shows therefore keep the registered status until then, and if none of the sessions has a Featured Until time, no registration is marked no_show. See Sessions & Lifecycle.

Chat

A timeline of what the contact did in each session they joined: when they joined and left (and how long each visit lasted), their chat messages and replies, poll answers, offer clicks, feedback (star rating and comment) and emoji reactions. Each session's header shows the webinar, the display name they used, their total watch time and message count.

This tab reads the live session records, so it includes activity from contacts who didn't give behavioral tracking consent. It only covers sessions the contact actually joined; if they never joined one, you see No sessions with a linked attendee account.

Events

Recent Events lists the contact's 50 most recent recorded interactions: chat messages, chat replies, keyword matches, poll votes, offer clicks, reactions, feedback, session joins, shares and referrals, with the webinar, session and date. Some rows carry extra detail, such as the matched keyword, the join phase or the feedback rating.

These interactions are recorded only for contacts who gave behavioral tracking consent. They're what lead scores and the behavioral segment rules are built from.

Emails

The 50 most recent emails sent to the contact, with tiles counting how many of them were sent, delivered, opened and clicked.

Column	What it shows
Template	Confirmation, Reminder, Starting Now, Replay Available, Magic Link or Member Sign-In. Other emails, such as segment emails and waitlist emails, show their template ID (for example segment_broadcast).
Webinar	The webinar the email was about, if any.
Status	The delivery status, such as sent, delivered, bounced or spam. Hover a status to see the bounce reason when there is one. See Email Notifications for what each status means.
Sent / Opened / Clicked	When each happened.

Admins and marketers can click Resend on a confirmation email to send it again. It's only sent if the contact is still registered for that session, and the same checks apply as for sending a confirmation from the Webinars tab.

SMS

The 50 most recent SMS messages (Reminder, Starting Now or Replay Available), with their status (sent, delivered, failed or undelivered; hover for the error), and when each was sent, delivered and clicked. See SMS Notifications.

Push

Registered Devices lists the contact's mobile app installations (platform, when registered, last active). Push History lists the 50 most recent push notifications, with status (sent, failed or unregistered) and when each was sent and opened. When the contact has a registered device, admins can use Send Test Push to send a test notification. See Push Notifications & Mobile App.

Shares

Share Activity lists each time the contact shared a webinar: the channel (such as WhatsApp, Messenger, email or a calendar), where they shared from (for example the lobby or a reminder email), and how many clicks and registrations their link brought in. See Share Links & Referrals.

Consents

The contact's consent status for each purpose across your organization: Granted, Revoked or Denied, the method of the most recent change (for example web form, preferences page, lobby prompt or unsubscribe), the policy version and the date. Click Trail to see every grant and withdrawal for that purpose.

This tab is read-only. Contacts manage their own consents from their preferences page in the attendee app; see Registration & Attendee Experience and GDPR.

Act on a registration

On the Webinars tab, admins and marketers see these actions for every registration that isn't canceled.

Send or resend the confirmation email

Click Send confirmation (or Resend confirmation if one went out before) to email the registration confirmation for that registration's webinar and session. Use it when someone asks whether they're registered, or when a confirmation never went out.

It's sent even if automatic confirmation emails are turned off in Email Notifications. Nothing is sent, and an error appears under the button, when:

• the registration is canceled or no longer exists
• the contact's email is flagged or their processing is restricted
• your organization has no email provider configured

Revoke a registration

1. Click Revoke on the registration.
2. Optionally enter a Reason (for example "Violation of terms of service").
3. Click Revoke Registration.

Revoking:

• cancels the registration, recording admin as where it was canceled from, along with your reason
• if the person already joined that session, removes them from the session room and bans them from it

The contact isn't notified, and their consents don't change, because consents apply to your whole organization rather than to one registration. The canceled registration can't be restored from the dashboard. A moderator can lift the ban from the live control panel; see Chat & Moderation.

Flag an email address

A flag marks the contact's email address as one you shouldn't send to. RestartiX flags addresses automatically when:

• your email provider reports a hard bounce, a rejection or a spam complaint
• the Newsman Marketing sync finds the address bounced, marked as spam, globally opted out or impossible to load

An unsubscribe doesn't flag the address; it withdraws the contact's marketing-email consent.

To flag or unflag by hand, admins and marketers click Flag Email or Unflag Email in the contact header. The change is immediate and there's no confirmation step. A flag set by hand has no reason attached.

While a contact is flagged:

• RestartiX stops sending them registration confirmations (including ones you send by hand), reminders, "starting now" and replay emails, automation emails and segment emails.
• The scheduled session notifications skip them on every channel, so they also get no reminder, "starting now" or replay push notifications or SMS.
• They don't count as mailable in segments, aren't synced to Newsman Marketing, and are left out of segment exports unless you choose to include flagged contacts.

Other SMS messages, such as SMS steps in automations, still go out.

If the provider reported a hard bounce or rejection, the attendee sees Nu am reușit să trimitem emailuri la adresa ta ("We couldn't send emails to your address") in the session lobby, with a Schimbă adresa de email ("Change email address") button. Correcting the address there moves the contact to the new address and clears the flag, and the contact keeps its history. If confirmation emails are turned on, the registration confirmation is then sent to the new address.

TIP

If you unflag an address that still doesn't work, it's flagged again automatically when your email provider reports another hard bounce, rejection or spam complaint.

Restrict processing

Restricting processing freezes a contact under GDPR Article 18 without deleting their data. Admins and marketers click Restrict Processing in the contact header; the contact then shows a Processing Restricted badge. Click Lift Restriction to undo it. Both take effect immediately, with no confirmation step.

While a contact is restricted:

• RestartiX stops sending them confirmations, reminders, "starting now" and replay messages (by email, push or SMS), automation emails and SMS, and segment emails.
• New consent grants aren't recorded. Withdrawals still are.
• They're removed from rule-based segments at the next evaluation, and left out of segment exports, segment emails and the Newsman Marketing sync. They stay in manual segments, marked GDPR restricted.
• Their lead score stops updating.
• No conversion events are sent to advertising platforms for them.

A restriction doesn't stop RestartiX from recording what the contact does if they join a live session.

The button here doesn't create an entry in your GDPR request register. To record a data subject's request for restriction, log and process it on the GDPR page, which applies the same restriction.

Change a contact's name

1. In the contact header, click Edit Name (or Add Name if the contact has none).
2. Type the new name and press Enter or click Save. Press Escape or click Cancel to discard it.

The name can't be empty and can be up to 500 characters. RestartiX uses the new name from then on, for example in emails and exports. It doesn't change the display name the contact used in live chat or details already sent to other tools.

You can't change a contact's email address, phone number or consents from the dashboard. Contacts can update their name, phone number and consents themselves from their preferences page in the attendee app, and can correct a bounced email address from the lobby (see Flag an email address). For rectification requests, see GDPR.

Export contacts

The Contacts page has no export button. To download contacts as a CSV file, put them in a segment and use the segment's Export. See Export a segment.

TIP

To export everyone, create a rule-based segment with the single condition Processing Restricted (GDPR) set to No, which matches every contact whose processing isn't restricted. Click Evaluate Rules to fill it, then export it, ticking the flagged-contacts option if you want flagged addresses too. You can also export the results of a question in Ask.

What's recorded in the audit log

These contact actions are recorded in the audit log, with who did them and when:

• opening a contact's page, or an attendee's details in the live control panel
• flagging and unflagging, restricting and lifting a restriction
• changing a name (the entry includes the new name)
• revoking a registration (with the reason)
• sending or resending a confirmation email