Manage people

People is the list of contacts in STQRY Engage. It holds everyone who has filled in a form with their email address, and anyone you add yourself. Find it in the sidebar under Engagement → People.

Find a person

Search by name or email address, or sort by Given name or Family name. Click a person to open their page.

People lists everyone in your account.

A person's page

The Overview tab shows their Contact details and their History: every form they've submitted and every marketing list they've joined.

Click Message to write them an email.

History shows the forms a person has sent and the lists they've joined.

Add a person

1. In People, click Add person.
2. Enter at least a name or an email address. Gender and Pronouns are optional.
3. Save.

Edit a person

Open the person and go to the Contact details tab. You can change their name, gender and pronouns, and add email addresses, phone numbers and postal addresses. Mark one email as Preferred.

Click Save Changes when you're done.

The preferred email matters. A form response is matched to a person by their preferred email only. See How form submissions add people.

Download people

Click Download CSV for a spreadsheet of everyone in People, with their names, pronouns, gender and preferred email.

Delete a person

Open the person and click Delete. Deleting is permanent and can't be undone.

Behaviour notes

• There's no import. To add people in bulk, contact your Customer Success Manager.

Next steps

• Manage marketing lists: group people who've agreed to hear from you.
• How form submissions add people: how responses become contacts.