Contacts: What They Are and How They Get Into Dewy

A contact is one unique person in your Dewy account: a lead, a patient, or a client. Every email, text, appointment, tag, and deal in Dewy is attached to a contact record.

What a contact record holds

• Identity: first name, last name, email address, mobile phone.
• Status: subscribed or unsubscribed, per list. Only subscribed contacts receive email. Only contacts with SMS consent receive texts.
• Tags: short labels such as facebook-leadads-integration   or botox-interest  . Tags record where a contact came from and what they asked about.
• Custom fields: data specific to your practice, such as service interest, EMR patient ID, last appointment date, or GCLID.
• Timeline: every email sent and opened, every text sent and received, every form submitted, every automation entered, every deal created, in date order.
• Deals: the revenue opportunities attached to this person. See Contacts vs. Deals.

How contacts get into Dewy

Contacts are created automatically from connected sources. Manual entry is the exception.

• Website forms. A form on your site that is connected to Dewy creates or updates a contact on submit. Field values map to contact fields. The form applies a source tag.
• Landing pages. A Dewy landing page with a form works the same way as a website form.
• Facebook and Instagram Lead Ads. Lead form submissions are sent to Dewy in real time. Each lead gets an integration tag and a form-name tag. See Connect Facebook Lead Ads to Dewy.
• Google Ads. Google Ads traffic lands on your site and submits a form. The form captures the GCLID so the contact can be matched back to the ad click. See Sending Offline Conversions to Google Ads.
• EMR or scheduling system. Patients in ModMed, Zenoti, DrChrono, or Meevo sync into Dewy on a schedule. The sync creates new contacts and updates existing ones with appointment dates, procedure codes, and invoice data. See ModMed and Zenoti setup guides.
• Lead marketplaces. RealSelf inquiries arrive by email and are parsed into contacts. See RealSelf.
• Other integrations. Zapier or Keragon workflows can create contacts from any system that does not have a direct connection.
• Manual entry. Contacts, then Add a contact. Use this for phone inquiries and walk-ins. Only add people who agreed to be contacted.

How duplicates are handled

• Email address is the primary match key. A new submission with an existing email updates that contact instead of creating a second one.
• EMR syncs also match on patient ID and phone where available.
• A contact with a different email than the one in your EMR can create a duplicate. Merge duplicates from the contact record: Actions, then Merge.

What happens after a contact is created

• The source tag triggers the matching automation. The contact enters a nurture sequence within minutes.
• Dewy creates a deal in the pipeline when the source indicates a revenue opportunity (a consult request, for example). See Managing Deals in the Pipeline.
• Every later action (open, click, reply, booking) is written to the timeline.

Finding a contact

1. Click Contacts in the left menu.
2. Type a name, email, or phone number in the search box.
3. Open the record to see the timeline, tags, fields, and deals.

Stopping messages to a contact

• Email: on the contact record, set the list status to Unsubscribed.
• SMS: the contact replies STOP. Dewy records the opt-out automatically.
• Do not delete the contact. Deletion removes the history, and the next EMR sync recreates the record.