People - Soul Help Center

Your contact list and CRM: everyone in your audience in one place, from new leads to paying customers and subscribers.

Audience → People is your contact list: "Everyone in your audience, from new leads to customers and subscribers." Everyone who fills in one of your forms, registers for an event, books a session, buys something, subscribes or joins your community lands here automatically, and you can add, import and tag people yourself. Open anyone to see their purchases, sessions, form answers, community activity and your private notes about them.

When to use People

If you want…	Go to
Look someone up before a session	People, then their profile (guide)
See who came from one form, one event or one source	People → Filter (guide)
Add one person you met, or a client who paid you directly	Add/Invite (guide)
Move a mailing list or client list from another platform	Add leads → Bulk Leads (guide)
Group people so you can message them together	Tags (guide)
Email a group from your list	An announcement to a segment (guide)
Keep your own notes about a client	Notes on their profile (guide)
Get your list as a spreadsheet	Export CSV (guide)
Stop someone from booking or buying, or remove them	Block, Report or Delete (guide)
See only paying customers and subscribers, with invites and welcomes	Business → Customers & Subscribers
See who's in your community and what they do there	Community → Community Members

Key ideas

A person

One record per human on your portal. Soul recognises the same person by their email address or phone number, so someone who signs up through a form, later registers for an event and then subscribes is one person with all of that history, not three rows.

Relationship

Every person has a Relationship, shown as a pill in the list and in their profile header.

Relationship	Means
Lead	In your audience but hasn't paid you anything yet: a form sign-up, a free event registration, a free session, a free download, a community member, an import or someone you added.
Customer	Has made at least one paid purchase: a session, ticket, course, content, collection, pass, chat space or membership. They become a Customer automatically the moment a payment succeeds.
Subscriber	Has an active membership on your portal right now. When it ends, the pill goes back to Customer (or Lead, if they never paid) and they count as a Past subscriber.

A Relationship only moves forward on its own. A Lead who buys becomes a Customer, and nobody is turned back into a Lead.

Source

How the person first arrived. It's recorded once and never changes: Form, Event Registration, Session, Creator Subscriber, Content Purchase, Collection Purchase, Course Enrollment, User Pass, Chat Space Member, Community or Manual (added or imported by you). See How people join your list.

Activity

What the person has done since, such as a form submission, a portal visit, claiming a freebie, a purchase, an event registration or cancellation, a booked or cancelled session, a new subscription, joining a chat space, enrolling in or completing a course, and emails received, opened or clicked. You can filter the list by any of these.

Community membership

Whether the person is currently a member of your community. Joining your community adds someone to People automatically; being in People doesn't put anyone in your community.

The People screen

At the top: the page title, Export CSV (once anyone is in the list) and Add/Invite. Below that, the list:

Part	What it does
Tabs	All people, Leads, and Customers & subscribers.
Subscriber status	Appears on Customers & subscribers: All subscriber statuses, Non-subscribers, Active subscribers or Past subscribers.
Search	"Search by name, email, or phone…". Matches part of a name, email or phone number.
Filter	Source, Activity, Community membership and an exact Tag. Clear all resets them.
Columns	Name, Email, Phone, Relationship and Source. Click Name, Email or Relationship to sort. Phone hides on small screens and Source on medium ones.
Hover card	Hover a name to see their Relationship, when they were Added, their Source and phone number.
Pages	10 people per page, newest first, with "Showing X–Y of Z" at the bottom.

Click any row to open that person's profile. Before anyone arrives you'll see "No people yet" and "Leads, customers, subscribers, and linked community members will show up here."

How People connects to the rest of Soul

Feature	Connection
Forms & Funnels	A lead form or custom form submission with a name and email adds or updates a person, with Source Form.
Offerings: events, sessions, courses, content, passes, chat spaces	Registering, booking, enrolling or buying adds the person. Paying makes them a Customer.
Membership	Subscribing adds them and marks them as an Active subscriber.
Community	Joining your community adds them with Source Community, and their profile gains a Community tab.
AutoDM	An Instagram follower who opens your DM link and then signs up or buys is matched to their person in People.
Announcements	Everyone, All Leads, All Customers, All Subscribers, form sign-ups, event guests and each of your tags are audiences you can send to. See Reach people from your list.
Business → Customers & Subscribers	The same people, limited to customers and subscribers, plus subscriber invites and the welcome email.

Limits and good-to-knows

All people includes leads, so it isn't your paying-subscriber count. For that, use Customers & subscribers → Active subscribers, or Business → Customers & Subscribers.
There's no bulk select. To act on a group, tag them and send them an announcement, or export them.
Source can't be edited. It's the first way the person reached you.
The Tag filter needs the exact tag, letter for letter.
Purchases, Sessions and Forms on a profile need the person to have a Soul account. People you added or imported, and people who only filled in a form, show "Not Available Yet" (or "Coming Soon" on Forms) until they sign up or buy.
Adding, importing, editing, tagging and noting people need an active Soul plan. Without one you'll see "This action requires an active subscription. Please select your plan in the dashboard." Viewing and exporting your list still work.
Your list is yours. Soul never sells your or your members' data, and members never see your tags or notes.

Only add or import people who agreed to hear from you. Every manual add and import asks you to confirm "I confirm I have obtained consent to upload this contact information." and you're responsible for that consent.

FAQ

Someone registered for my event but shows as a Lead. Why?

The ticket was free (or fully discounted). People become Customers only when a payment goes through. They're still in your list, and Activity → Event registration finds them.

Someone bought from me but I can't find them

Search by part of their email rather than their name, since the name in People is the one on their account or form. If they used a different email from the one you know, they're listed under that one.

Why is my People count bigger than my subscriber count?

All people includes leads, one-off customers and past subscribers. For paying members, open Customers & subscribers → Active subscribers.

The same person is in my list twice. Can I merge them?

There's no merge. Soul only treats records as the same person when they share an email or phone number. Keep the one with their history, copy any notes or tags across, then delete the other with ⋯ → Delete Member.

Can I see a timeline of everything someone did?

Not as one feed. Their profile shows Purchases, Sessions, Forms and Community activity on separate tabs, and you can filter the list by Activity.

Guides

How people join your list

Every way someone becomes a lead, customer or subscriber.

Find and filter people

Tabs, search, filters and sorting, with ready-made recipes.

View a person's profile

Overview, Purchases, Sessions, Forms and Community in one place.

Add a contact

One lead, one customer, or a membership invite.

Import your contacts

Bring a list from another platform with a CSV.

Organize with tags

Tags and custom attributes that turn into audiences.

Keep notes on a person

Private notes only you can see.

Reach people from your list

Turn a view of People into an announcement audience.

Export your contacts

Download everyone, or just the people you've filtered.

Block, report or delete someone

Protect your space and clean up your list.