To get step-by-step help on managing your contact list inside Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you directly to the Contacts Help Docs, where you’ll find all the tutorials you need to organize, update, and work with your contact database effectively.
The Contacts section (sometimes called the Database) is where you manage every lead, client, or user in your system. Whether you're importing a list, tagging contacts, or setting up automation triggers, this is the foundation for nearly everything you’ll do inside the platform.
Here’s what’s included:
An overview of how the Contacts (or Database) tool works. Learn how to navigate the table view, view individual profiles, and use filters to manage your entire audience.
How to manually add a contact to your database by filling in their details in just a few clicks.
Instructions for removing contacts from your system—whether it's one or many at once.
Learn how to use advanced filters to segment contacts by tags, automations, lead score, activity, and more.
Step-by-step options for tagging contacts in bulk or individually to help with segmentation and automation.
Easily update names, phone numbers, emails, and other fields by editing directly from the contact’s profile.
Upload contacts in bulk using CSV files. Learn how to import basic or custom field data by preparing your file correctly.
How to select and export a list of contacts to download or use outside of the platform.
Find out if a contact has opted in to receive communications by checking their profile details.
Guides for creating different types of users—from internal team members to members of a membership site connected to your Ox Gold system.
Learn how to use automation flows to identify and merge duplicate contacts based on matching info like email or phone number.
Assign or reassign ownership of a contact inside their profile to help manage accountability and track progress.
✅ Pro Tip: Use tags and custom fields to personalize follow-ups and segment your audience more effectively.
⚠️ Watch Out: When importing contacts, be sure your CSV matches the field names used in your Ox Gold forms—or your data may not map correctly.
After reviewing the Contacts Help Docs:
▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the full Contacts Help Docs and take control of your database today.