Contacts

Contacts are the people in your organization who receive phishing simulation emails. Managing your contacts accurately is essential for running effective campaigns.

5.1 Contacts List

Navigate to Settings → Contacts from the sidebar. The contacts list displays all contacts in your account with the following columns:

Column	Description
First Name	Contact’s first name (clickable to view details)
Last Name	Contact’s last name
Email	Email address (with a warning icon if the domain is unverified)
Telephone	Phone number (optional)
Department	Department the contact belongs to
Title	Job title
Location	Office or location
Groups	Number of groups the contact belongs to
Risk Score	Color-coded risk assessment (green = low, yellow = medium, orange = high, red = critical)
Performance	Click rate: how many campaigns they clicked vs. were targeted
Created At	When the contact was added

5.2 Filtering Contacts

The contacts list includes a filter bar at the top that lets you narrow down the list by:

Department
Title
Location
Special status filters such as: ever clicked a phishing link, ever submitted data, never targeted, or completed training

5.3 Adding a Single Contact

Click the New Contact button to add a contact manually. Fill in the following fields:

First Name and Last Name — Required.
Email — Required. Must be a valid email address.
Telephone — Optional.
Department, Title, Location — Optional fields for categorization and filtering.
Groups — Assign the contact to one or more groups.

5.4 Importing Contacts via CSV

For bulk import, PhishSpot supports CSV file uploads. The process has three stages:

Upload CSV — Click the Choose File button in the import section and select your CSV file. You can download a sample CSV first to see the expected format.
Preview — Review the parsed data before importing. The preview shows which columns were detected and any errors found.
Confirm — Click Confirm Import to create the contacts. If some rows fail, you can download a CSV of the failed rows to fix and re-import.

The required CSV columns are: first_name, last_name, email. Optional columns are: telephone, groups (comma-separated group names), department, title, location.

5.5 Contact Detail Page

Click on any contact’s name to see their detail page. This shows their complete profile information, risk score, campaign history, and performance metrics showing how they responded to past campaigns.

5.6 Bulk operations

Each row in the contacts list has a checkbox at the far left. Select two or more rows and a bulk action bar appears at the bottom of the page showing the selection count and the available actions. Today the only bulk action is Delete — useful for cleaning up a stale import, removing a department that has left the company, or pruning test contacts.

The bar’s Delete button asks for confirmation before removing anything; the confirmation dialog tells you exactly how many contacts will be removed. Deleted contacts disappear from the list and from any groups they belonged to; their deliverable history is preserved on the campaigns they participated in so reports stay intact.