Contact Lists, Merge, Export and GDPR Erase

Beyond the contact timeline, the Contacts area has the housekeeping tools you need when the list grows.

Where: Dashboard -> Contacts.

Lists

Create named lists and add or remove contacts from them. A contact can belong to several lists. Use them to group by source, interest, or campaign — the grouping stays inside Conviro; it is not an outbound campaign tool.

Merging duplicates

Open a contact and choose Merge to fold it into another one. Use this when the same person reached you on two channels (for example the web widget and Instagram) and ended up as two records. History and notes from the merged contact are kept on the surviving contact.

CSV export

Export your contacts to a CSV file from the Contacts page — useful for a CRM import, a backup, or a spreadsheet analysis.

Tags and notes

Tag contacts for filtering, and keep internal notes on a contact. Notes are for your team only and are never shown to the visitor.

GDPR erase

When someone exercises their right to be forgotten, use GDPR erase on their contact record. This is a deletion, not a hide, so use it deliberately. See also the Privacy & GDPR article.

Plan note

Contact merge and contact export are plan features — check Dashboard -> Billing if the action is not available on your workspace.