Contacts Overview
Your contacts are the heart of your program — they're the advocates, referred customers, and other individuals you engage with through Ambassador 3. The Contacts page is your central hub for managing all of them in one place. Whether you're adding someone new, importing a list, or digging into a contact's history, you'll find everything you need right here.
Where to Access Contacts
Head to Audience → Contacts in the left navigation. You'll land on the Contacts table — a full view of everyone in your account.
Understanding Contact Statuses
Every contact in Ambassador 3 has a status that tells you where they are in your program. Here's what each one means:
All — This table includes all contacts, regardless of status.
Enrolled — The contact has joined a campaign as an advocate and is ready to share and earn rewards. 🎉
Prospect — This contact was either created as a result of a referral (e.g. referred prospect or customer), or created with the intention of inviting them to enroll as an advocate.
Unsubscribed — This contact has opted out of communications. You can still see their record, but they won't receive emails or SMS from Ambassador.
Banned — This contact is banned from participating in your program. There may be past rewards that can be approved and fulfilled if needed, but no new rewards will be created. Additionally, their referral links is now deactivated.
💡 Tip: You can update one or more contact statuses in bulk directly from the Contacts table — no need to go into each record individually.
Searching and Filtering Contacts
Looking for someone specific? Use the search bar at the top of the table to find a contact by email.
Want to narrow things down further? Use the filter options to slice your contact list by status, segment, campaign, custom properties, and more. Filters are a great way to find exactly the group of contacts you need — whether you're troubleshooting, exporting a list, or taking a bulk action.
Personalizing Your Columns
Not every column is relevant to every team. Ambassador 3 lets you customize which data columns appear in your Contacts table so you're always looking at what matters most to you.
Click the Columns button at the top right of the table to choose which fields to show or hide. Your preferences are saved automatically — so next time you come back, everything looks exactly the way you set it up. ✨
Sorting Your Contacts
Need to find your most recently added contacts, or sort alphabetically by name? Click any column header to sort the table by that field. Click it again to reverse the order.
What You Can Do From the Contacts Table
The Contacts table isn't just for viewing — it's also where you take action. From here you can:
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Create a single new contact manually
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Import a list of contacts via CSV
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Update contact data in bulk using a CSV upload
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Export your contacts on demand or set up a scheduled export
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Delete one or more contacts and their related data by importing a CSV
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Move contacts between segments
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Unsubscribe or ban one or more contacts
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Enroll contacts into a campaign as advocates
Need to do something to a group of contacts at once? Select multiple rows using the checkboxes on the left and choose your bulk action from the menu that appears. 👆
Diving Into a Single Contact
Click on any row in the table to open that contact's full profile. From there you'll get a complete picture of their activity — referrals, rewards, journey stages, orders, emails sent, and more. It's the best place to go when you need to understand what's happening with a specific person in your program. The contact profile is where you can manually trigger a password reset email.
Good to Know 💡
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Custom Contact Properties can be enabled in Admin & Configuration → System Settings if you need to track additional information beyond the standard fields. You can enable up to 10 custom fields.
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If a contact isn't showing up where you expect them, check their status and which segments they belong to — those are the most common reasons a contact might seem "missing."