Managing your contacts is easy with the built-in event CRM, which serves as a centralized hub for all contact records across RegFox, TicketSpice, RedPodium, and GivingFuel. With the CRM, you can add new contacts individually, view and manage detailed contact profiles, filter and search through your database, import large lists in bulk, and download your contacts for reporting or external use. With these features, you can have a complete and organized view of your audience.

This article walks you through the core tools available in your CRM so you can confidently maintain clean and actionable contact data. Whether you're entering a single contact or managing thousands, the CRM provides a seamless way to keep your records up-to-date and easily accessible.

Note: Contacts exist system-wide across RegFox, TicketSpice, RedPodium, and GivingFuel.

Pro Tip: In RegFox, contacts are based on the email. Here are a few situations in which RegFox creates a contact

Billing Email: When a registration is submitted, the billing email is automatically created as a contact in RegFox. The contact profile displays the transactions associated with their billing email
Registrant Email: When an email address is collected for each registrant, RegFox creates an individual contact for each registrant, even if a different billing email is used. The contact profile will show the registration associated with their registrant email
Lead Email: If someone enters an email in the billing section of your registration page but does not complete checkout, RegFox creates a lead using that email address. This lead will include only the billing email, with no additional personal details saved

Add a Contact Individually

In RegFox, you can add contacts individually. If you want to learn how to import your contacts in bulk, click here.

From the top menu bar, select the Contacts tab
Click Add Contact in the top right corner
Add Personal Details for the contact (make sure to enter an email for the contact)
Click Save

Pro Tip: RegFox requires a unique email address to create a new contact. Once a contact is created, any orders placed using that same email will be saved to that individual’s contact profile.

View and Manage a Contact's Profile

Contact profiles give you a complete view of an individual’s activity across your Webconnex platforms, including RegFox, TicketSpice, RedPodium, and GivingFuel. From an existing contact’s profile, you can review their full history of activity, view and update contact details, apply contact tags, and manage interactions and tasks in one centralized location.

View a Contact

Pro Tip: In RegFox, you can search for a specific contact using their name or billing email. You can also filter your contacts. Click here to learn how to filter you contacts in RegFox.

From the top menu bar, select the Contacts tab
Search for the contact you want to view
Click the eye icon next to the contact you want to view

Use the menu options to view a contact's activity
- The Registrations tab displays all registrations a contact has submitted in RegFox and RedPodium
- The Transactions tab shows all transactions processed under the contact's billing email across RegFox, TicketSpice, and RedPodium
- The Tickets tab lists all TicketSpice tickets added by this contact
- The Donations tab lists all donations a contact has made through GivingFuel
- The Memberships tab lists all memberships associated with the contact. This section lists the member ID, status, membership level, and expiration date for each membership
- The Interactions tab displays all interactions your team has logged for this contact
- The Tasks tab displays all tasks your team has created for this contact
- The Contact Details tab allows you to quickly view the contact information saved for this contact
- The Payment Methods tab displays any saved payment methods for this contact

Edit a Contact

Once you’re viewing a contact’s profile, you can easily make updates and manage important details. Editing a contact allows you to update their contact information, manage contact tags, and add interactions to track your communication history. You can also create and manage tasks to stay organized and ensure timely follow-ups with each contact.

Edit a Contact's Personal Details

From the contact profile, click the pencil button in the top left corner
Edit the contact details as needed
Click Save

Add Contact Tags from a Contact's Profile

From the contact profile, click the add tags button on the left-hand side
Select one or more contact tags from the dropdown, or create a new contact tag
- To create a new contact tag, click Create New Tag
- Add your tag
- Click the green ✓ icon to save your tag
Click Save

Add, View, and Edit Interactions

Interactions are notes added by users to record and track any communication or engagement with a contact.

Add a New Interaction

From the contact profile, click the Add Interaction tab
Add your text to the text field recounting the interaction with this contact
Click Save Interaction

View or Edit Interactions

From the contact profile, click the Interactions tab from the menu
This screen displays all interactions, along with the date and time they were logged and the user who added them
Click the pencil icon to edit an interaction
Click the trash can icon to delete an interaction

Add, View, and Edit Tasks

Add a New Task

From the contact profile, click the Add Task tab
Enter the task in the text field, and enter a due date if desired
Click Add Another Task to add another task to this contact's profile
Click Save Task(s) to save these tasks

View or Edit Tasks

From the contact profile, click the Tasks tab from the menu
This screen displays all tasks, along with due date (if applicable), the date and time the task was added, and the user who added the task
Click the pencil icon to edit a task
Click the trash can icon to delete a task

Pro Tip: If your task has a due date in the future, you can click Add to Calendar to add this task to your calendar.

Filter Your Contacts

Filtering contacts helps you quickly narrow down and organize your contact list based on specific criteria. In RegFox, you can apply filters to view contacts by contact type, associated page, contact tags, location, total spend, latest activity, and insights. Using these filters makes it easier to find the right contacts, identify trends, and take action more efficiently.

Filter by Contact Type

In RegFox, you can filter contacts by contact type. Contacts are categorized as customers, leads, or contacts.

Pro Tip: In RegFox, a person has the customer contact type only if they have submitted an order for that specific product.

For example, in RegFox, anyone who has registered through a RegFox page will be listed as a customer. Someone who has only purchased tickets through a TicketSpice page will appear as a contact when viewed in RegFox, and as a customer when viewed in TicketSpice.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Contact Type tab
Select your contact type

Filter by Page

In RegFox, you can filter contacts based on their association with a specific page. When using this filter, only one page can be selected at a time.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Page tab
Select the page you’d like to filter contacts by.

Filter by Tags

In RegFox, you can filter by your contact tags. Click here if you would like to learn how to create and set up contact tags.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Tags tab
Click the search bar, and select one or more tags. The Contacts screen will only display contacts with the tag(s) you selected

Filter by Location

In RegFox, you can filter contacts by their associated address.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Location tab
Select the Country, State/Region, and City
Click Apply Filter

Filter by Total Spend

In RegFox, you can filter by the total a contact has spent at your events. You can filter for customers who have spent at least, at most, or between a specific amount.

Pro Tip: The Total Spend rule filters based on a contact's combined spending across TicketSpice, RegFox, RedPodium, and GivingFuel.

This filter only works for orders placed in USD. Orders Orders placed in other currencies won't be applied to this filter.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Total Spend tab
Select More Than, Less Than, or Custom Range from the dropdown
Enter your total spend amount
Click Apply Filter

Note: Tagging starts as soon as a customer reaches the spending amount you specify.

For example, if you set the filter to “more than $100 total spend,” the customer will be tagged once they have spent $100 or more.

Filter by Latest Activity

In RegFox, you can filter by a contact’s latest activity.

Pro Tip: The Latest Activity filter reflects the most recent action the contact has taken within the specific product you’re viewing. For example, if someone registered on a RegFox page on February 15 and purchased a TicketSpice ticket on January 5, their latest activity will show as February 15 when logged into RegFox, and January 5 when logged into TicketSpice.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, select the Latest Activity tab
Select the Start Date and End Date

Filter by Insights

In RegFox, you can filter by insights. This includes the contact's age range, gender, presence of children, income, education, and interests.

Note: Filtering by Insights is only available if you are using the Contact Insights feature. Click here to learn how to enable this feature on your account.

From the top menu bar, select the Contacts tab
From the left-hand dropdown, scroll to the Insights section
Select the filter you’d like to apply and fill in the desired criteria

Import Contacts in Bulk

In RegFox, you can import contacts in bulk. This feature makes it easy for you to quickly and accurately import lead and contact information from external sources. Click here to learn how to do this.

Download Contacts

In RegFox, you can quickly download a list of your contacts to a csv file.

Note: If you apply filters before downloading your contacts, RegFox will only download the contacts that match those filters.

From the Pages screen, click the Contacts tab in the top menu bar
Filter your contacts if you want to download only a subset of your contacts
Click Download Contacts

FAQs

Why do I have leads in my account? I never added these leads.

A likely reason you have leads in your account is that you have individuals who started to check out for one of your event pages, but never completed the registration process.

In RegFox, if someone adds an email to the billing section, but doesn't complete checkout, RegFox stores that email as a lead. This lead will include only the billing email, and no other personal details.

If you turn on Winback Emails, you can automatically send emails to these leads to encourage them to sign up for your event. Click here to learn how to set up Winback Emails in RegFox.

Can I merge contacts?

Currently, RegFox does not support merging contacts. If a single person has multiple contact profiles, the only way to combine their activity is to cancel the registrations or transactions associated with one profile and then resubmit them using the same billing email as the other contact profile.

Why am I required to add an email for my contacts? Can I add a contact without an email address?

RegFox requires an email address to create a contact, as email addresses are used as the unique identifier for contacts.

Why can't I delete my contact?

A common reason a contact cannot be deleted is because they have already submitted an order. Once a contact has placed an order in TicketSpice, RegFox, RedPodium, or GivingFuel, the contact can no longer be deleted.

How does RegFox create contacts?

In RegFox, contacts are based on the email. Here are a few situations in which RegFox creates a contact

Billing Email: When a registration is submitted, the billing email is automatically created as a contact in RegFox. The contact profile displays the transactions associated with their billing email
Registrant Email: When an email address is collected for each registrant, RegFox creates an individual contact for each registrant, even if a different billing email is used. The contact profile will show the registration associated with their registrant email
Lead Email: If someone enters an email in the billing section of your registration page but does not complete checkout, RegFox creates a lead using that email address. This lead will include only the billing email, with no additional personal details saved

How do contact types work in RegFox? How does RegFox determine if someone is a contact or a customer?

In RegFox, a person has the customer contact type only if they have submitted an order for that specific product.

Add, View, and Manage Your Contacts with a Built-In CRM