Sender Setup

Agents & Profiles

Set up the senders contactID uses to fill contact forms: personal details, your message, and everything else that goes into a run. Manage multiple agents, pick your default, and check how well each one covers the forms you’re targeting.

An agent is a sender: the person, company, and message contactID uses when it fills out a contact form on your behalf. Every run uses one agent by default (or two, if A/B Split Testing is on) to decide what gets typed into each field.

1. The “Sending As” List

Open the Agent tab in your contactID dashboard and you’ll see “Sending as”, a list of every agent on your account. Each row shows the agent’s identity plus Edit, Duplicate, and Delete buttons, along with a + New sender button to add another agent.

2. Selecting A Row Sets The Default

Click anywhere on a row to select it. The row picks up the DEFAULT badge, and that agent is the one that actually sends starting with your next run. The Send tab header always confirms this with “as {name}”, so you know exactly who a run will go out as before you start it.

Tip: Before starting a campaign, glance at the Send tab header. If it shows the wrong name, switch agents on the Agent tab first rather than sending and fixing it after.

Each agent is one editor bundle with seven sections, one open at a time:

Personal details. First name, last name, email, phone.
Your message. Subject and message, including tags like {{website_name}} and {{company}} that get filled in per website automatically.
Company & job title.
Address.
Social links. LinkedIn, X, Instagram, Facebook, GitHub, YouTube, TikTok, and a portfolio URL.
More details. Date of birth, gender, alternative email.
Preferences. How your name is filled in, resume URL, cover letter.

You don’t have to complete every section before an agent is usable. contactID only fills in the fields a given form actually asks for.

Name, email, and message are required by almost every contact form on the web, so those three fields do the heavy lifting. Everything else across the other six sections is optional.

Optional doesn’t mean safe to skip, though. If a specific form requires a field you left empty (a Company field, a phone number), that submission fails instead of quietly going through without it.

The Coverage Card

At the top of the agent editor, a coverage card scores how many forms your sender can currently fill, and ranks which fields are worth adding next based on how often forms actually ask for them. Fill the highest-ranked missing field, watch the score move, repeat.

Tip: You don’t need every section maxed out on day one. Start with Personal details and Your message, then add sections as the coverage card recommends them.

Your first agent is what fills contact forms in your first run. Here’s a step-by-step walkthrough.

1. Click “+ New Sender”

On the Agent tab in your dashboard, click + New sender. A blank agent opens in the editor.

2. Fill In Personal Details

Email and name matter most, they’re required by nearly every form. Phone is worth adding too: roughly 1 in 3 forms ask for it.

3. Write Your Message

You have three ways to fill in the message section:

Write it yourself. Full control over the subject and message text.
AI write my message. Describe your offer, pick a tone, length, and goal, and get three drafts with subject lines to choose from.
Start from a template. Twelve proven messages organized by niche, previewed with your own details filled in so you know exactly what will be sent.

4. Check The Deliverability Warnings

Under the editor, a deliverability check flags anything in your message that tends to get outreach ignored, before you ever send to a real form. Fix what it flags, then save.

Tip: A new agent doesn’t need every section filled to be useful. Personal details and Your message get you sending; add Social links, Address, and Preferences later as the coverage card recommends them.

Getting your personal details right matters because it’s what the recipient actually sees on the other end.

1. Name

Use your real name. Generic placeholder names get flagged as suspicious far more often than a real one.

2. Company

Use your real company name. If you don’t have one, “Freelance [your role]” (for example, “Freelance Marketing Consultant”) works well and reads as legitimate.

3. Email

Use a real, monitored inbox, this is where replies land. Matching your company’s domain ([email protected] rather than [email protected]) builds more trust in B2B contexts.

4. Phone

Optional. Any common format works (+1 555 123 4567, (555) 123-4567, or plain digits); contactID normalizes it to whatever the target form expects.

5. Website

Include your website if you have one. It gives recipients a chance to check you out before replying.

6. What contactID Never Fills

Social security numbers, tax IDs, passwords, and payment details don’t belong on a legitimate contact form. contactID detects and skips these fields automatically, it will never enter your personal or financial details into them.

Note: If a page asks for a password or payment details before you can “contact” anyone, it’s very likely not a real contact form. contactID skipping those fields is a safeguard, not a bug.

The message field uses a rich text editor with a basic formatting toolbar.

1. Formatting Tools

Bold, italic, underline, bulleted and numbered lists, a link button, and a clear-formatting option.

2. What Actually Survives

Most contact forms strip bold, italic, underline, fonts, and colors on the receiving end. What usually does survive:

Line breaks.
Bulleted lists.
Hyperlinks.

Build your message around those three if you want formatting the recipient will actually see.

3. Character Limits

The absolute maximum is 5,000 characters. For cold outreach, keep it well under that: around 500 characters (roughly 100 words) is the recommended maximum. Shorter messages get read; long ones get skimmed or skipped.

The subject field sits between the sender identity block and the message in the agent editor, as part of “Your message”.

1. When It’s Used

Only on forms that actually have a Subject field. Roughly 40% of B2B forms do, and consumer-facing forms tend to include one more often. On forms without a Subject field, whatever you wrote there is silently ignored.

2. What Makes A Good Subject

Specific, not generic.
Under 60 characters so it doesn’t get truncated.
No ALL CAPS.
No emojis for B2B outreach.

3. Subjects To Avoid

Skip “Hi”, “Business Inquiry”, “URGENT”, and fake “RE:” or “FWD:” prefixes meant to look like a reply thread. They read as spam and hurt trust when noticed.

Your default agent is the one that actually sends.

1. Setting A Default

On the Agent tab, click any row in “Sending as”. It picks up the DEFAULT badge, and every run from that point on uses it. The Send tab header always shows “as {name}” so you can confirm the active agent before you send.

2. Sending With Two Agents At Once

To A/B test two senders or two messages in the same run:

Go to the Targets tab and turn on A/B Split Testing.
Tick two or more agents.
Set each agent’s share with the sliders.

The Send tab then shows each agent’s live success rate side by side, so you can see which one is performing better as the run progresses.

Each agent row in “Sending as” has three actions.

1. Edit

Opens that agent in the editor. Changes apply starting with the next run; anything already sent used the values in place at the time.

2. Duplicate

Copies everything, personal details, message, all seven sections, into a new agent. It’s the fastest way to A/B test a different message while keeping the same sender details.

3. Delete

Asks for confirmation before removing an agent. Deleting an agent never affects websites you’ve already sent to, it only stops that agent from being used going forward.

4. Unsaved Changes Are Protected

If you switch agents while you have unsaved edits open, contactID asks first so you don’t lose work by accident.

5. Bulk Tools

Beyond one-at-a-time editing, use Import CSV to create or update agents in bulk, or Advanced Export to export your agents to CSV, Excel, JSON, XML, HTML, or Markdown.

Create a separate agent for each product, audience, ask, or A/B test variant rather than editing one agent back and forth. Give each one a descriptive name, “Enterprise demo request” tells you more at a glance than “Agent 2”.

The Activity log tags every send with which agent was used, so you can filter by agent and compare results across campaigns without guessing which sender was behind which numbers.

On FREE accounts, contactID automatically appends a plain text line, “Sent via contactID extension”, to the end of every message at send time. There’s no link attached to it.

1. You’ll See It Coming

The signature line is shown as a locked line under your message right in the editor, so you always know it’s there before you send anything.

2. It’s Not A Tracking Or Referral Link

The signature is plain text only, it isn’t a tracking pixel and it isn’t your referral link. Your personal referral link lives on the separate Referrals page in the dashboard, not in the message signature.

3. Removing It

The signature disappears entirely on any paid plan: Starter, Growth, Pro, or Scale. Upgrading is the only way to remove it. See Plans & Pricing for details.