View a contact

To view a contact's details, you can:

1. Click on ‘Contact’ on the left navigation bar, under the contact management section

2. This screen shows you all the contacts added to your account. Click on the menu button against each contact and click 'View'


3. You can make changes to the contact's details by clicking ‘Edit’ 

Edit a contact

1. Click on ‘Contact’ on the left sidebar, under the contact management section.

2. Click on the contact name, or click on the three dots to the right.

3. Click ‘Edit’ to add/change details about the contact.


4. Add data into all the fields as desired and click on Save to update the contact’s information. 

Delete a contact:

1. Click on ‘Contact’ on the left sidebar, under the contact management section.

2. Against the contact you wish to delete, click on the menu button

3. Click on delete. Once you choose to delete the contact, all the relevant data will be deleted and you cannot undo this action.

You can also add custom fields to certain contacts while capturing a new contact in the account, or you can edit a contact and add the details later.



Add custom fields: New contact



1. Click on the '+New' button on the top-right screen, then click on ‘Contact’.

2. Start adding details and click on ‘Custom fields’ to add custom information for the contact.

3. Finally, click on ‘Save’ to register the new contact in your account.



Add custom fields: Existing contact


1. Click on ‘Contact’ on the left navigation bar, under the contact management section.

2. Click on the contact name, or click on the three dots to the right.

3. Click ‘Edit’ to add/change details about the contact.

4. Add data into all the fields as desired and click on Save to update the contact’s information.




Deactivated vs unsubscribed list


Unsubscribed contacts are the ones who have opted out of your mailing list by their choice. By doing so, they clearly specify that they no longer wish to receive any email communication from your end. 


A deactivated contact is created by a Freshsurvey user. This option comes in handy when there are very sensitive accounts/ customers who should not be disturbed or bothered by your surveys. Or when a contact has specified that they don’t want to be contacted.


Filtered contact view

Under the 'Contact' Tab, on applying filters to segregate specific contacts, users have the option of saving that particular data set as a unique "filtered" contact view. 


Once saved, all the filtered views can be accessed by clicking on the hamburger menu at the top left corner of the contacts window.