Every subscriber, buyer, and form responder lands in CRM Contacts automatically — here's how to find, filter, tag, and act on them without any manual import.
Most creators and small business owners lose leads because they're scattered across too many places — a spreadsheet here, an email notification there, a Stripe dashboard somewhere else. UniLink CRM Contacts solves this by automatically adding every person who interacts with your page to a single, searchable contact database. No manual imports, no Zapier workflows, no copying emails from notification emails. The moment someone subscribes to your newsletter, fills out your contact form, or completes a purchase, they appear in CRM Contacts with a full profile ready for follow-up.
What CRM Contacts Does
CRM Contacts is a built-in contact management system inside your UniLink Dashboard. It aggregates people from every conversion point on your page: newsletter signup blocks, contact forms, product checkouts, event registrations, and any other block that collects contact information. Each contact record is created automatically at the moment of conversion — you never need to manually add someone or import a CSV just to capture someone who already interacted with your page.
Each contact profile contains everything UniLink knows about that person: their name and email address, any tags assigned to them (automatically or manually), their full purchase history with amounts and dates, custom notes you've written, and a chronological activity timeline that shows every action they've taken — when they subscribed, which forms they filled out, which products they bought, and when they last visited your page. This timeline is what separates a CRM from a simple email list. You're not just seeing who is in your database; you're seeing what they've done.
The contacts list supports search, tag-based filtering, and CSV export. You can find any contact by name or email in seconds, narrow the list to a specific audience segment using tags, and export a filtered subset to upload to an email marketing tool, a Google Sheet, or any external CRM you use alongside UniLink.
How to Get Started With CRM Contacts
- Log in to your Dashboard — go to unilink.us and sign in with your account credentials.
- Open CRM — click "CRM" in the left sidebar. The Contacts list opens by default.
- Browse your contacts list — scroll through the list to see everyone who has interacted with your page. Each row shows the contact's name, email, tags, and date added.
- Search for a specific contact — type a name or email address into the search bar at the top of the contacts list to instantly filter the results.
- Open a contact profile — click any contact's name or row to open their full profile page. You'll see their details, tags, purchase history, notes field, and activity timeline.
- Add a manual note — in the contact profile, find the Notes section and type a note (e.g., "Interested in premium plan, follow up next week"). Notes are only visible to you.
- Assign or edit tags — click the Tags field in the contact profile to add or remove tags. Use tags to segment your contacts by interest, purchase status, or lead quality.
How to Use CRM Contacts to Manage Your Leads
- Segment by tag for targeted follow-up — in the contacts list, click the tag filter dropdown and select a tag (e.g., "VIP customer" or "Newsletter subscriber"). The list instantly narrows to that segment. Export it to send a targeted email campaign.
- Identify your best customers by purchase history — open contact profiles and look at the purchase history section. Contacts with multiple purchases are strong candidates for loyalty perks, upsell offers, or early access to new products.
- Use the activity timeline for personalized outreach — before emailing a contact, open their profile and scan the activity timeline. Referencing specific actions ("I noticed you downloaded the free guide last week") makes your outreach feel personal and relevant.
- Export a segment for email marketing — filter contacts by a tag, then click the Export button to download a CSV. Import it into your email platform (Mailchimp, ConvertKit, etc.) for a campaign targeted at that specific group.
- Manually add contacts from offline interactions — if you collected emails at an event or through a paper form, click "Add Contact" to create records manually so everyone is in one place.
- Write notes after conversations — whenever you have a call, DM exchange, or email conversation with a contact, add a brief note to their profile immediately. Three months from now, your future self will be grateful for the context.
- Review new contacts weekly — spend 5 minutes each week reviewing contacts added in the last 7 days. Reach out to new subscribers within 48 hours while your page is still fresh in their memory.
Key Settings Explained
| Setting | What it controls | Best practice |
|---|---|---|
| Search bar | Filters the contacts list by name or email address in real time | Use for quick lookups before a call or meeting; type partial names or domains to find related contacts fast |
| Tag filter | Narrows the contacts list to only contacts with a specific tag | Create a tagging system before your list grows — at minimum: "Subscriber," "Customer," "Lead" — so segmentation is easy later |
| Sort order | Orders contacts by date added (newest first), name (A–Z), or last activity | Sort by last activity to find contacts who recently re-engaged with your page and prioritize follow-up |
| Activity timeline | Shows the chronological history of every tracked action for a specific contact | Review the timeline before any outreach to personalize your message based on what the contact has actually done |
| CSV export | Downloads all contacts or a filtered segment as a CSV file | Export monthly for backup; export filtered segments before each email campaign to keep your list targeting precise |
How to Get the Most Out of CRM Contacts
The biggest mistake people make with a CRM is treating it as a passive archive rather than an active tool. Contacts sitting in a list do nothing for your business unless you actually reach out to them. Set a weekly reminder to open CRM Contacts, review who joined in the last 7 days, and send a personal welcome message to each new subscriber. The earlier in the relationship you make contact, the higher the chance that person becomes a paying customer or long-term fan.
Tags are the multiplier that makes CRM Contacts useful at scale. Without tags, your contacts list is just a growing pile of names. With a consistent tagging system, it becomes a segmentation engine. Decide on your core tags before you have 100 contacts — something as simple as "Free subscriber," "One-time buyer," and "Repeat customer" gives you three distinct audiences to communicate with differently. Revisit and update tags after every product launch, campaign, or significant page change.
The activity timeline is your competitive advantage in personalized outreach. Every time you reach out to a contact, spend 30 seconds scanning their timeline first. If they subscribed three months ago, downloaded a free resource, and then made a purchase last week, you have the entire story of their relationship with your brand. You can reference specific touchpoints and make them feel seen — something mass-email tools alone can never replicate.
Use the export function as a bridge between UniLink CRM and your email marketing platform. UniLink CRM is your source of truth for who's in your audience. Your email platform is where you send campaigns at scale. Export a filtered segment from UniLink, import it into Mailchimp or ConvertKit, and run your campaign there — then return to UniLink for the next campaign cycle. This workflow lets each tool do what it does best.
Troubleshooting Common Issues
| Problem | Likely cause | Fix |
|---|---|---|
| A contact who submitted a form doesn't appear in CRM Contacts | The form block on your page may not have the "Save to CRM" option enabled, or the form submission had a validation error | Open the form block settings in your page editor and confirm "Save submissions to CRM" is toggled on; re-test the form with a real submission |
| Purchase history is missing for a contact who I know made a purchase | The purchase may have been made before CRM tracking was active on your account, or the payment was processed outside of UniLink's Stripe integration | Manually add a note to the contact's profile recording the purchase; for future purchases, ensure your product blocks are connected to your Stripe account in settings |
| The contacts list is empty even though I have subscribers | Subscribers may have been added before CRM was activated, or they opted in through an external tool that isn't synced | Manually import a CSV of your existing subscribers using the "Import" button in the CRM Contacts header to bring historical data into UniLink |
| Tags assigned to a contact disappear after a page reload | This may be a browser cache issue or an intermittent save error | Hard-refresh the page (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac), reopen the contact, and re-assign the tag; if it persists, contact UniLink support |
Pros
- Contacts are added automatically at every conversion point — zero manual data entry for new leads
- Activity timeline gives full context on each contact's history with your brand before outreach
- Tag-based segmentation makes targeted exports and follow-up campaigns fast and precise
- Combines subscribers, buyers, and form responders in one place instead of three separate lists
Cons
- CRM does not send emails natively — you still need an external email marketing platform for mass campaigns
- Contacts added before CRM was activated on your account are not retroactively populated
- Tag management requires discipline — without a consistent naming convention, tags become cluttered quickly
Frequently Asked Questions
Does UniLink CRM replace my email marketing platform?
No — UniLink CRM is designed to complement your email platform, not replace it. UniLink CRM is your central contact database and activity tracker. Your email platform (Mailchimp, ConvertKit, ActiveCampaign, etc.) is where you design and send bulk campaigns. The typical workflow is: contacts accumulate in UniLink CRM, you export filtered segments, and you import them into your email platform for campaigns.
Can multiple team members access CRM Contacts?
CRM Contacts is accessible to anyone with Dashboard access to your UniLink account. If you've added team members to your account, they can view and edit contacts. Notes and tags added by any team member are visible to all team members with access.
Is there a limit to how many contacts I can have?
Contact limits depend on your UniLink plan. Free plans have a limited contact capacity. Paid plans offer higher or unlimited contact storage. Check your plan details in Dashboard → Settings → Billing to see your current limit and usage.
How do I delete a contact?
Open the contact's profile page and scroll to the bottom to find the "Delete contact" option. Deleting a contact permanently removes their record and activity history from UniLink. If someone requests deletion under data privacy regulations (such as GDPR), use this feature to comply with their request.
Can I import contacts from an existing CSV file?
Yes. In the CRM Contacts header, click the "Import" button and upload a CSV with at minimum a name and email column. UniLink will map the columns and create contact records for each row. Duplicate emails are detected and merged with any existing record, rather than creating duplicate entries.
Key Takeaways
- CRM Contacts is in Dashboard → CRM → Contacts and automatically captures every subscriber, buyer, and form responder.
- Each contact profile includes name, email, tags, purchase history, notes, and a full activity timeline.
- Tags enable segmentation — create a consistent tag system early so you can filter and export precise audience segments later.
- The activity timeline gives you personalization context before any outreach — always check it before emailing a contact.
- CRM Contacts works alongside your email platform; use the export feature to bridge the two systems.
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