Managing contacts
Contacts are the people you're onboarding — your customers, clients, or end users. OnboardingHub lets you track each person individually, see their progress across guides, and manage their information in one place.
Viewing your contacts
Click Contacts in the sidebar. You'll see a list of everyone in your workspace with:
- Name and email
- Organization they belong to (if any)
- Last seen — when they last interacted with a guide
At the top, summary cards show your Total Contacts, how many are Active (7d), and how many are New (7d).
Adding a contact
Click + Add Contact in the top-right corner. Fill in:
- Name — first and last name
- Email — optional, but required if you want to send enrollment emails
- Organization — optionally assign them to an organization
Editing a contact
Click a contact's name to open their detail page. From here you can:
- Update their name, email, or organization
- See their enrollments and completion status
- View key metrics like enrollment count and completion percentage
Filtering and searching
Use the search bar to find contacts by name or email. The filter dropdown lets you narrow the list:
- All contacts — everyone
- Recently active — contacts who've interacted with a guide recently
- Never seen — contacts who haven't opened any guide yet
- No enrollments — contacts who aren't enrolled in any guide
- No email — contacts without an email address
You can also filter by organization if that feature is enabled on your plan.
Bulk actions
Select multiple contacts using the checkboxes, then use the bulk action menu to:
- Enroll selected contacts into a guide
- Delete selected contacts
Deleting a contact
Contacts can be deleted individually from their detail page or in bulk from the contacts list. When you delete a contact, their enrollment history is kept for reporting. They just won't appear in your active contact list.
Enrolling a contact
From a contact's detail page, you can enroll them in any available guide. See Enrolling contacts in guides for more details.
Next steps
Learn about working with organizations to group contacts by company.