Contacts
SiteBackend turns everyone who submits a form into a contact on that site, with tags, notes and their full submission history.
Contacts are a lightweight CRM built from your form submissions. Each site has its own contacts, on the site's Contacts tab.
How are contacts created?
When a submission includes a valid email address in the form's email field (email by default), SiteBackend creates a contact for it, or updates the existing one. Emails are matched without regard to case, so [email protected] and [email protected] are the same person. You can also add contacts by hand with Add contact.
Turn this off per form in Form → Settings → Contacts.
What's on a contact?
Click a contact to open it. The main column has your notes and their submissions; the column on the right has their details.
- Details: name, company, phone and tags, all editable, plus when they were first and last seen.
- Notes: private notes for your team. Authors can delete their own notes; owners and admins can delete any.
- Submissions: everything this person has sent through the site's forms.
Tags, search and export
Tags are lowercase and separated by commas (lead, vip). Use the tag chips above the list to filter it, search by name, email or company, and use Export CSV to download the site's contacts.
Deleting a contact deletes its notes but keeps its submissions in your inbox.