There are two types of contacts in Fello: Active and Monitored. The number of Active contacts you can have in Fello depends on your current plan. If you exceed your current limit of Active contacts, then you will be upgraded to the next Active contact tier limit automatically and billed for the additional cost.
💡 Tip: To view your plan's Active contact limit, go to Profile > Billing and Subscription.
When a contact's status is set to Monitored, they become non-actionable. Fello continues to enrich them with property and contact data, but they cannot be enrolled in new workflows or included in outreach. Active workflows skip them on sends. Some data points, like AVM (home value), are not viewable until activation and are indicated by a lock icon. You can activate a Monitored contact at any time to resume outreach.
In general, we recommend marking any eligible contacts as Active in order to make full use of your contact base for workflows. However, you may have Active contacts that don't necessarily qualify to be in that status. This could be due to various reasons, such as a missing email address or contacts that are outside your business's region.
Marking these contacts as Monitored helps clear space in your database for potential contacts that are more likely to engage and frees up credits used on workflow sends. To do this:
- Go to the Contacts module.
- Click the Filter icon above the list of contacts.
- Select the criteria by which you want to filter contacts. View suggested criteria
- Click Apply.
- Select the filtered contacts that you'd like to mark as Monitored.
- Click the More dropdown and select Edit Record Status.
- Select Monitored from the dropdown.
- Click Save.
Now, the selected contacts will be marked as Monitored.
Example filter criteria
Here are a few example criteria that you can use to filter Active contacts:
- Invalid Email Address: Prevent contacts with invalid email addresses from using up your Active contact limit.
- Out-of-State Contacts: Filter out contacts that are outside of your business's operating region.
