Learn how to contacts are created in charles and how to navigate the All Contacts page.

Introduction

There are 3 ways that a contact is created in charles:

1. They text you first
2. They leave their number in charles sign-up form
3. They have their number stored in your connected shop system or other integrations (and you choose to create contacts for them)

For more information on how to collect contacts, go to ‣.

<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/745f8784-f3ef-41bb-be1d-543c2b4e3c43/09662425-bcc9-4377-8a26-21eab6ecf322/Favcion_Typie_colors.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/745f8784-f3ef-41bb-be1d-543c2b4e3c43/09662425-bcc9-4377-8a26-21eab6ecf322/Favcion_Typie_colors.png" width="40px" /> Wanna be inspired by other charles clients? Go here 😉‣

</aside>

Contacts table

<aside> 💡 The contacts table gives you an overview of all contacts so filtering options are a little limited. If you want a more detailed view, it’s best to create to create a segment. See Build a dynamic segment

</aside>

1. Search for individual contacts by name, email and phone number
2. Filter your contacts by;
   1. Individual opt-in and outs
   2. Tags
   3. Channel
   4. Last conversation date
   5. Order count
3. Select multiple contacts (by single-select or all) to choose a bulk action via the three-dot menu including;
   1. Delete
   2. Add tags
   3. Delete tags
   4. Add to list
   5. Export data

Contacts widget

• Clicking on a contact opens their individual contact
• Check (and update) their individual contact
• Plus, view their latest order information (if a shop system is connected) and opt-in status

For the full guide on editing contact information, check ‣.