Find a person
Search and filter everyone who has been on your site, read one person's history, and bring in contacts.
People lists everyone FounderHQ has seen for a brand: visitors who never said who they are, and people you know by name.
Analytics → PeopleThe four stages
| Stage | Who |
|---|---|
| Visitor | Seen on your site or in a Journey, but has not told you who they are |
| Lead | Told you who they are, and has not paid yet |
| Customer | Pays now, or bought once, or belongs to an organization that pays |
| Past customer | Paid before, and nobody pays for them now |
A visitor with no name gets a generated one, so you can tell them apart.
Find someone
- Search by name, email, phone, or your own user ID.
- Stage keeps one stage.
- Filter narrows by where people came from, where they are, what they use, and by traits such as Has paid, Has an email, or Unsubscribed.
- Segment keeps the members of a segment. You build segments in Sequences → Segments.
Read one person
Click a person. Their sheet has these tabs.
| Tab | What it shows |
|---|---|
| Activity | Everything they did, by visit: pages, events, payments, and messages |
| Details | Who they are, their properties, their first and latest visit, and their devices |
| Revenue | MRR, lifetime total, and every payment and refund |
| Performance | How fast your pages loaded for them |
| Messages | What you sent them |
| Segments | The segments they are in |
| Journeys | The Journeys they answered |
The side of the sheet shows whether they are online, their revenue, their IDs, and what first brought them.
Organizations
Switch the list from People to Organizations to see the companies your customers belong to, with their people, revenue, and last activity. Organizations appear when your product reports them. See Accounts and groups.
Add people
- Add contact adds one person.
- Import CSV adds many.
Import a CSV
- Press Import CSV and drop your file. It needs one contact per row and a header row. Download template gives you the right shape.
- Match your columns to Email, External ID, Phone, First name, Last name, and Timezone.
- Press Import.
The contacts appear within a minute. They are added to the brand you are looking at.
Change who can be messaged
Open a person's menu and choose Reach to unsubscribe or resubscribe them on each channel. Suppression list at the top of People holds the addresses that must never be messaged.
Merge two people
When one person appears twice, the owner of your organization can merge them. Open one person's menu and choose Merge with another person…. Find the other, choose which one to keep, and confirm.
A merge cannot be undone. Revenue credit stays as it was recorded: press Recompute attribution after the merge to update it.
Delete a person
Open their menu and choose Delete person.