Contacts
Understand the Contact model and how contacts work in Informly
Contacts represent the people your organization interacts with — customers, leads, survey respondents, referrers, and more. They are the central entity that connects surveys, coupons, referrals, testimonials, and tickets together.
What is a contact?
A contact is any individual your organization has a relationship with. Every time someone fills out a survey, redeems a coupon, makes a referral, or submits a testimonial, they're linked to a contact record.
This means you get a unified view of each person's interactions across all of Informly's modules.
Key fields
| Field | Description |
|---|---|
| The contact's email address. Unique within your organization. | |
| Phone | The contact's phone number. Unique within your organization. |
| First name / Last name | The contact's name. |
| Job title | Their role or position. |
| Company | The company they belong to. |
At least one of email or phone is required — this ensures every contact is reachable through at least one channel.
Uniqueness
Contacts are scoped to your organization. Within your organization:
- Email must be unique — two contacts cannot share the same email address
- Phone must be unique — two contacts cannot share the same phone number
This prevents duplicates and ensures that when a contact interacts with different modules (e.g. fills out a survey and redeems a coupon), everything is linked to the same record.
How contacts connect to other modules
| Module | Relationship |
|---|---|
| Surveys | A contact can be a respondent to one or more surveys |
| Coupons | Coupons can be issued to and redeemed by contacts |
| Referrals | A contact can refer others and be referred |
| Testimonials | Testimonials are submitted by contacts |
| Tickets | Support tickets are associated with a contact |
Coming soon
Currently only the Contacts module is available via the API. Other modules are coming soon.
Permissions
Access to contacts is controlled through permission scopes on your API tokens:
| Scope | What it allows |
|---|---|
contacts:read | List and retrieve contacts |
contacts:write | Create contacts |
contacts:delete | Delete contacts |
See Apps & API Tokens for how to configure token permissions.
Next steps
- Use the API Reference for endpoint details, request/response schemas, and the interactive playground
- See the SDK guides for language-specific quickstarts
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