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Navigating to the Contacts Page

When you log into Hatch, by default you will be on a Salesboard to which you are assigned. On the left-hand side of the screen (to the right of the workspace tiles), you will see a navigation bar that allows you to go to other pages. In order to get to the Contacts page, click the Contacts tab.

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The Full Contacts Page

Below is the entire Contacts page. In the sections below, we will cover each area in depth.

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Header Section

  • A: Contact Search
    • Use the Search Type dropdown to select which field to search by: Full Name, First Name, Last Name, Phone, or Email. Then type your search term and press Enter or click the magnifying glass icon to find matching contacts.
    • If you type a valid phone number, the search will automatically switch to the Phone search type.
    • Search is disabled when an audience is selected or while in audience editing mode.
  • B: Audiences Drop-down
    • This is a list of all audiences that exist on the workspace.
    • The default is “All Contacts”.
    • If an audience is selected, the contacts list will filter to contacts that currently fit that audience’s criteria.
    • An audience must be selected to enable the Edit Audience or Duplicate Audience features.
  • C: Edit Audience shortcut
    • Clicking this will open the audience editor populated with the selected audience’s criteria.
  • D: Total Contacts
    • This is a count of all the contacts that exist in the current workspace.
  • E: Total in Audience
    • This is a count of all the contacts that fit the criteria of the selected audience.
      • If no audience is selected, this will be 0.
  • F: Selected Contacts
    • This is a count of all the contacts that are currently selected (the checkbox by their name is ticked).
    • The select-all checkbox only appears when an audience is selected.

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Actions Sidebar

This menu is on the right side of the Contacts page. Clicking an action opens a drawer panel where the relevant form or editor will appear.
  • Upload CSV
    • Clicking this opens a panel where you can download a CSV template or upload an existing CSV to add contacts to Hatch manually. You can expand this panel to fullscreen for easier viewing.
  • Create Audience
    • Clicking this opens the audience builder where you can define audience criteria and save it with a name.
  • Duplicate Audience
    • Once an audience is selected, this option becomes available and lets you create a copy of the selected audience’s criteria as a new audience.
  • ** Edit Audience**
    • Once an audience is selected, this option becomes available and lets you modify the selected audience’s criteria.
  • Launch into Campaign
    • When this is clicked, you can select a campaign from that workspace and a preview of the messaging will show up.
    • When contacts are selected, you can then manually launch the selected campaign for the selected contacts.
  • Create a Contact
    • Clicking this opens a form to input a contact’s First Name, Last Name, Phone Number, and Email Address.
    • At least a phone number or email address is required.
    • Clicking save will create a new contact or will add an opportunity to an existing contact if that phone number or email is already associated with a contact.

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Contacts Table Section

The table displays the following columns: First Name, Last Name, Email, Phone Number, and Tags. Clicking a row opens the contact’s card. You can also Cmd+click (Mac) or Ctrl+click (Windows) to open the contact in a new tab.
  • Tags
    • Tags indicate the contact’s current status in Hatch. Possible tags include:
      • Opt out — The contact has opted out of both text and email in Hatch.
      • Text opt-out — The contact has opted out of text messages only.
      • Unsubscribed — The contact has opted out of email only.
      • Campaign: [name] — The contact is currently active in the named campaign.
    • If a contact has any of these tags, that contact’s row will be grayed out and the contact cannot be selected to launch into a campaign.
  • Rows Per Page
    • This allows you to choose the number of contacts that appear per page to scroll through.
    • The count next to this shows which range within the contacts the current page is on.