Getting Started
Everything you need to create an account, install the extension, understand your dashboard, and know which plan fits your outreach volume.
ContactID is a Chrome extension that automates contact form outreach at scale, letting you fill out hundreds or thousands of business contact forms without opening each one manually. It is part of the brandID family of business tools.
1. What ContactID Does
ContactID replaces the manual copy-paste chore of B2B contact-form outreach with a single automated pipeline. You upload a list of target websites, the extension opens each one in a browser tab, detects the contact form, fills every field with your personal information and pitch message, and submits the form. What used to take a full day of clicking now runs in minutes while you work on something else.
2. The Three Core Pieces
Every ContactID account has three building blocks:
- Agents are the profiles you send from. Each agent has your name, company, email, and a pitch message. Most users have one primary agent, but you can create several for different campaigns.
- Website credits are what get spent when you fill a form. Every plan comes with a monthly quota, and you can top up with extra credit packages any time.
- AI Personalization is optional. It rewrites your pitch on a per-website basis so every message reads like it was written specifically for the recipient.
You set these up once. After that, every batch of outreach flows through them automatically.
3. Who ContactID Is Built For
ContactID works for anyone whose job involves reaching out to businesses at scale. The most common users are:
- B2B sales teams running outbound campaigns to hundreds of prospects.
- Marketing agencies pitching services to potential clients.
- Recruiters reaching out to hiring managers at target companies.
- Founders and freelancers looking for partnerships, sponsorships, or leads without a full sales team.
- PR and link-building specialists doing outreach for coverage or backlinks.
4. How A Batch Actually Runs
Here is the typical flow, start to finish:
- You paste or import a list of target website URLs into the extension.
- You pick the agent that will send this batch.
- You click Start.
- The extension opens each URL in a background tab, one to five at a time depending on your settings.
- On each page, the content script finds the contact form, fills every field with your agent data, and submits.
- The tab closes. The website is marked completed or failed in your dashboard.
- Your website credit count drops by one for every successfully filled form.
The extension keeps running even while you use other tabs. You get a summary at the end with success and failure counts, and you can export the results to CSV.
5. What ContactID Is Not
ContactID is not a mass-mailer, an SMTP tool, or a cold email service. It does not send emails from your account. Instead, it fills the target website’s own contact form, which routes to whichever inbox they have configured. This is important because:
- Contact form submissions typically get read, since they land in the same inbox the business already monitors.
- You are not fighting spam filters or sender reputation.
- The website owner controls where the submission goes, not you.
Note: ContactID is designed for legitimate business outreach. It is not a tool for spamming personal contact forms or sending abusive content. See the Acceptable Use section for details.
6. What You Need To Get Started
You need three things:
- A Chrome browser (Chrome, Brave, Edge, or another Chromium-based browser).
- A ContactID account, which is free to create.
- A list of target websites you want to reach out to.
You can start filling forms within about five minutes of signing up. The free tier gives you 30 websites to try the platform end to end before deciding on a plan.
Creating your ContactID account takes about two minutes: sign up, verify your email, and complete the short onboarding so your first agent is ready to send. Here is a step-by-step guide.
1. Sign Up On ContactID
Go to contactid.app and click Sign Up in the top right corner.
You can sign up two ways: – Email and password. Enter your full name, email, and a password of at least 8 characters. – Continue with Google. Fastest option; uses your Google identity and pre-fills your name and email.
2. Verify Your Email (Email Sign-Ups Only)
A six-digit verification code is sent to your inbox. Enter it on the verification screen to confirm your address and proceed. The code expires after 15 minutes, so check your spam folder if it does not arrive within a minute.
Note: If you signed up with Google, this step is skipped automatically.
3. Complete The Onboarding Questions
ContactID will ask a few short questions so it can set sensible defaults on your behalf. The onboarding includes:
- Your role. Sales, agency, recruiter, founder, PR, marketing, or other. This decides which starter agents are pre-created for you.
- Your industry. Helps the AI Personalization feature (optional, later) understand what kind of pitch tone works best.
- Your primary goal. Get demo requests, book meetings, ask for partnerships, ask for backlinks, or another goal.
- Estimated monthly outreach volume. Helps ContactID recommend a plan. You can pick “just trying it out” without commitment.
4. Install The Chrome Extension
The last onboarding step prompts you to install the ContactID Chrome extension from the Chrome Web Store. This is the piece that actually opens tabs and fills forms. The dashboard alone cannot do outreach without the extension.
Click the Add To Chrome button. A confirmation dialog will appear from Chrome asking you to confirm the permissions. Click Add Extension.
Once installed, pin ContactID to your toolbar for easy access. Right-click the puzzle-piece icon in Chrome’s top right, then click the pin icon next to ContactID.
5. You’re In, Welcome To Your Dashboard
Once onboarding is complete, you are dropped into your ContactID dashboard. You will see four things by default:
- A default agent with the personal information you entered during onboarding, ready to edit.
- Your 30 free website credits displayed in the top right corner.
- A Get Started panel with a “Try Your First Send” button that walks you through your first batch.
- A welcome banner confirming your account and extension are ready.
You can start filling forms right now. The next thing most users do is refine their default agent so the pitch message reads the way they want.
ContactID keeps sign-up short on purpose. You only need three pieces of information to create an account, and everything else can be filled in later. Here is exactly what to have ready.
1. Required Information
To create an account you need:
- Your full name. First and last name are used on your agent profile and in your default pitch signature.
- A valid email address. This is where verification codes, payment receipts, and important account notices are sent. Use one you check regularly.
- A password of at least 8 characters. Only needed for email sign-ups; Google sign-in skips this.
2. Optional But Recommended
Filling these in during onboarding saves you steps later:
- Your company name. Appears in your pitch message and helps the AI Personalization feature target better.
- A brief description of what you sell or offer. Used by AI Personalization to write pitch text. Skip if you plan to write pitches yourself.
- Your primary outreach goal. Sets defaults for your first agent’s pitch template.
3. What You Do Not Need At Sign-Up
You do not need to provide any of these to start using ContactID:
- Credit card details. The free tier gives you 30 websites to try the platform first.
- Target website URLs. You can add these any time from the dashboard.
- Team members. ContactID accounts are single-user by default.
Note: ContactID does not require phone verification, tax IDs, or business registration documents. All you need is an email address.
4. What ContactID Does Not Store
Even after you sign up, ContactID never asks for these:
- Your personal Gmail, Outlook, or other email account password. ContactID does not send email through your account; it fills forms on target websites.
- Social security numbers, national ID numbers, or other government identifiers.
- Bank account details. All payments are processed through Stripe, and ContactID never sees your card number.
5. Business Vs Personal Accounts
ContactID accounts are personal by default. If you plan to use it for a business and want the receipts to go to a company email or bookkeeper:
- Use a business email address at sign-up (like [email protected]).
- Add your company name in the onboarding step so it appears on invoices.
- Add a billing email address later in Account Settings if it differs from your sign-in email.
Email verification confirms you own the address you signed up with, protects your account from typos, and unlocks the full ContactID experience. Verification happens once per email address and takes under a minute.
1. When Verification Happens
Verification is required when:
- You sign up with an email and password (Google sign-ups skip this).
- You change your account email address to a new one.
- You attempt a password reset.
2. Enter The Six-Digit Code
Right after you sign up, ContactID sends a verification code to your inbox. The email comes from [email protected] with the subject “Your ContactID verification code”.
Open the email, copy the six-digit code, and paste it into the verification screen. Click Verify.
3. What If The Code Does Not Arrive?
If you do not see the email within one minute:
- Check your spam or junk folder. Some corporate mail systems flag automated verification emails.
- Confirm the email address you used. A typo like “gmial.com” instead of “gmail.com” is the most common cause of missing codes.
- Whitelist the sender. Add [email protected] to your safe-senders list so future emails from ContactID (verification, receipts, payment notices) arrive without delay.
- Click Resend Code. The verification screen has a Resend button that becomes active after 30 seconds.
4. Code Expiry
Verification codes expire after 15 minutes. If you take longer than that, request a fresh code with the Resend button. Old codes stop working immediately once a new one is issued.
5. What Happens After Verification
Once verified, three things unlock:
- You can complete the rest of onboarding and land on your dashboard.
- Payment receipts, invoices, and account notices are enabled.
- Password reset via email becomes possible.
Unverified accounts can still be created but cannot make purchases or receive receipts.
The ContactID Chrome extension is the piece that actually opens browser tabs and fills contact forms; without it, your dashboard cannot send anything. Installation takes about 30 seconds.
1. Install From The Chrome Web Store
Go to chromewebstore.google.com and search for “ContactID”. Or click the Install Extension button from your ContactID dashboard, which opens the Web Store directly to the correct listing.
2. Add To Chrome
Click the blue Add To Chrome button on the listing page. Chrome shows a confirmation dialog listing the permissions the extension needs. Click Add Extension to confirm.
3. Pin The Extension To Your Toolbar
By default, Chrome hides new extensions behind the puzzle-piece icon in the top right corner. Pin ContactID so it is one click away.
- Click the puzzle-piece icon.
- Find ContactID in the dropdown.
- Click the pin icon next to it. The ContactID icon now appears in your toolbar.
4. Sign In Through The Extension
Click the pinned ContactID icon. The side panel opens on the right side of your browser. If this is your first launch, it prompts you to sign in.
Sign in using the same email address you used to create your ContactID account. If you signed up with Google, use Continue with Google here too.
5. What Chrome Permissions ContactID Uses
ContactID needs a specific set of Chrome permissions to do its job. Here is what each one is for:
- Tabs and windows to open target websites in background tabs during a batch.
- Scripting to detect and fill contact form fields on those pages.
- Storage to remember your session, current queue, and settings.
- Web Navigation to detect when a page has finished loading before filling.
- Notifications to alert you when a batch finishes or an error needs attention.
- Downloads for the “Export Results To CSV” feature.
- All URLs (host permission) because contact forms live on every website domain; ContactID cannot know in advance which ones you will target.
- Side Panel for the main extension UI.
- Alarms for background retry timers.
Note: ContactID only reads and fills contact-form fields on pages you have added to your queue. It does not read your email, your bank tabs, or any other browsing session.
6. Supported Browsers
The extension is built for Chromium-based browsers. It works on:
- Google Chrome
- Brave
- Microsoft Edge
- Opera
- Arc
Firefox and Safari are not supported at this time because they use different extension APIs.
The ContactID Chrome extension shares your account with the dashboard, so signing in once syncs your agents, queue, and credit balance across both. Here is how to sign in and stay signed in.
1. Open The Extension Side Panel
Click the ContactID icon in your Chrome toolbar. The side panel opens on the right side of the browser window.
If you have not pinned the extension yet, click the puzzle-piece icon in Chrome’s toolbar first, then click ContactID from the dropdown.
2. Sign In With Your Account
On first launch, the side panel shows a sign-in screen. Two options are available:
- Email and password. Enter the email address you registered with, then your password.
- Continue with Google. If you signed up with Google, use this option to sign in without a password.
3. Sessions And How Long You Stay Signed In
Once signed in, ContactID keeps you signed in as long as you use the extension at least once every 30 days. Every valid use extends the session for another 30 days, so active users effectively never log out.
If you go longer than 30 days without opening the extension, you are signed out for security. Your data is preserved; you just enter your password again to resume.
4. Signing In On A New Computer
You can sign in on as many Chromium browsers and computers as you want. Each device gets its own session, and all devices share:
- The same agents
- The same website credit balance
- The same AI wallet balance
- The same subscription status
Each device keeps its own local queue, however. If you start a batch on your work laptop and switch to your home computer mid-batch, the home computer sees an empty queue; the batch continues on the laptop.
5. Two-Factor Authentication
If you have enabled 2FA in Account Settings, the extension prompts for your 2FA code on first sign-in after enabling it. Enter the six-digit code from your authenticator app to complete sign-in.
6. Signing Out
To sign out of the extension:
- Open the side panel.
- Click the profile icon in the top right corner.
- Click Sign Out.
Your queue is cleared on sign-out. Any URLs already sent stay marked in your dashboard.
Your ContactID dashboard is the web control panel where you manage agents, review results, buy credits, and configure everything the extension does. This article walks through every section so you know where to find things.
1. Accessing The Dashboard
Go to app.contactid.app and sign in. The dashboard opens to your Home view by default.
2. The Left Sidebar Sections
The dashboard is organized into these sections, listed top to bottom in the sidebar:
- Home. Your at-a-glance summary: credits remaining, recent activity, quick actions.
- Agents. Create, edit, and manage sending profiles.
- AI Personalization. Set up AI-generated pitch personalization per profile.
- Websites. Your library of imported target URLs and the queue state.
- Import Jobs. History of all batch imports and their status.
- Activity. Every form submission attempt with success/failure detail.
- Billing. Payment history, invoices, plan management.
- Account Settings. Profile, password, email, notifications, sessions.
3. The Top Bar Elements
The top bar always shows:
- Website credits remaining with a Top Up button.
- AI wallet balance if you have AI Personalization enabled.
- Your current plan with an Upgrade link if you are on a lower tier.
- Account menu with quick links to Settings, Support, and Sign Out.
4. The Home View
Home is the first thing you see after sign-in. It shows:
- This Month At A Glance. Forms sent, success rate, credits used, credits remaining.
- Recent Activity. Last 10 sends with per-row status.
- Quick Actions. Buttons for Import Websites, Create Agent, Buy Credits, Manage Plans.
- AI Balance Warnings. A banner appears if your AI wallet is running low.
- Payment Failure Warnings. A banner appears if a subscription payment failed and needs attention.
5. Where To Do Common Tasks
Here is where most first-time users get stuck. Save yourself time:
- Change your pitch message. Agents section, edit any agent, scroll to Pitch Message.
- Buy more credits. Billing section, or the Top Up button in the top bar.
- See why a form failed. Activity section, click any failed row for the reason.
- Change your subscription. Billing section, then Manage Plan.
- Update your email. Account Settings, then Profile.
- Turn on AI personalization. AI Personalization section (not the Agents section).
6. What The Extension Does Versus What The Dashboard Does
Rule of thumb: the extension sends; the dashboard configures and reports.
- Use the extension when you want to start, pause, or monitor a batch in progress.
- Use the dashboard when you want to set up agents, buy credits, review history, or manage your account.
You do not need to have the dashboard open while the extension runs; the extension pushes results to the dashboard automatically.
ContactID offers five plans, from a free trial through pay-as-you-go and four monthly subscription tiers. The right one depends on how many websites you plan to contact per month.
1. The Plan Ladder At A Glance
Every ContactID user starts on the free tier and can either use pay-as-you-go for occasional sends or subscribe to a monthly plan for regular outreach volume.
- Free tier. 30 free websites, one-time (not monthly). Once used, upgrade or top up.
- Pay-as-you-go (PAYG). No subscription. Buy credits in packages, pay $0.15 per website.
- Starter, $9.99/month. 100 websites/month included, $0.10 effective cost, extras at $0.15/site.
- Growth, $49.99/month. 833 websites/month included, $0.06 effective cost, extras at $0.09/site.
- Pro, $99.99/month. 3,333 websites/month included, $0.03 effective cost, extras at $0.05/site.
- Scale, $199.99/month. 19,999 websites/month included, $0.01 effective cost, extras at $0.02/site.
2. How To Pick The Right Plan
The economics get better the more you send, but the right plan is the smallest one that covers your typical monthly volume. Here is the rule:
- Under 50 sends per month. Use pay-as-you-go. Buy a $10 credit pack when you need it.
- 50 to 100 per month. Starter breaks even around 100 sends.
- 100 to 800 per month. Growth. The per-site cost drops to $0.06 and 833 included is comfortable slack.
- 800 to 3,000 per month. Pro. You save 50% versus Growth at these volumes.
- 3,000 to 20,000 per month. Scale. The per-site cost drops to a cent, and 19,999 included is enough for most agencies.
If your volume exceeds 20,000 per month, contact [email protected] for enterprise pricing.
3. Monthly Versus Annual Billing
Every subscription plan comes in two billing cycles:
- Monthly. Pay every month, cancel anytime.
- Annual. 30% discount on the effective monthly price, billed once for the full year. No cancellation refund but every included credit still applies each month.
4. Extra Credits On Top Of Any Plan
Every subscription plan lets you buy extra credit packages if you use up your included quota mid-month. Credits from packages carry over month to month; included plan credits reset at the start of each billing cycle.
Package pricing per tier is on the Billing page. Custom packages start at $10 and get a 25% bonus over the standard package rate.
5. What The Free 30 Websites Cover
Every new account gets 30 free website credits. These:
- Never expire.
- Cannot be topped up. Once used, you need to upgrade or buy PAYG credits.
- Work with every feature (AI Personalization, agents, batch mode) exactly as paid credits do.
Note: The 30 free credits are per-account, not per month. You cannot delete your account and create a new one to reset the pool; that violates the terms and gets both accounts flagged.
6. Changing Plans
Upgrade or downgrade any time from the Billing section. See the article on upgrading for exactly what happens to your credits and unused portion of the current billing cycle.
Every new ContactID account gets 30 free website credits so you can try the full platform, end to end, before deciding on a plan. Here is exactly how the free tier works.
1. What Is Included In The Free Tier
The 30 free credits give you access to every ContactID feature at full capacity:
- Every ContactID Chrome extension feature.
- Every AI Personalization feature (subject to your AI wallet balance).
- Every agent creation and management tool.
- Every dashboard section including Activity, Import Jobs, and Results Export.
The only limit is the 30-website submission cap.
2. When Credits Are Consumed
A free credit is consumed when a form submission attempt on a website succeeds. Specifically:
- Successful form fill and submit deducts one credit.
- Failed form fill (site could not be reached, form not detected, blocked by captcha) does NOT deduct a credit.
- Site loaded but form not detected does NOT deduct a credit.
- Site loaded, form detected, submission failed at Stripe/network level does NOT deduct a credit.
You are only charged when the outreach actually happens. See the article on how credits are consumed for the exact rules.
3. Do Free Credits Expire?
No. Free credits do not expire. They stay on your account until:
- You use them all up.
- You upgrade to a subscription (in which case they stack; you keep them and add the plan’s monthly quota on top).
4. What Happens After The 30 Credits Are Used
Once you have used all 30 free credits, the extension stops filling new forms and shows a “Free credits used up” prompt. To keep sending you need to either:
- Buy a pay-as-you-go credit pack starting at $10 (worth 66 websites) with no subscription.
- Subscribe to a monthly plan (Starter, Growth, Pro, or Scale).
Any partially filled batch is preserved. If you buy credits, the batch resumes where it left off; no URLs are lost.
5. Can You Get More Free Credits?
The free credit pool is fixed at 30 per user, per lifetime of the account. It is not a monthly reset.
If you refer a friend to ContactID, you may earn bonus credits under the referral program (see the referrals article). Beyond that, additional credits require a purchase or subscription.
6. Is The Free Tier Ever Discontinued?
The free 30 credits are a permanent part of ContactID. We reserve the right to change the amount for future signups but never for existing accounts; if you have unused free credits, they stay yours.
Deleting your ContactID account permanently removes your data and cancels any active subscription. Here is what happens, how to do it, and what to save first.
1. Before You Delete: Export Your Data
Once deletion is confirmed, your data cannot be recovered. Export what you want to keep first:
- Activity results. Go to Activity in the dashboard, click Export, and download the CSV of every form submission.
- Website lists. Go to Websites, click Export, and download your saved URL library.
- Invoices. Go to Billing, download every past receipt for your bookkeeping.
- Agent data. Manually copy and paste your pitch messages if you want to save them.
2. Cancel Any Active Subscription First
Deletion does not automatically process a refund. Cancel your subscription in the Billing section before deleting:
- Go to Billing, then Manage Plan.
- Click Cancel Subscription.
- Confirm the cancellation.
Your subscription runs until the end of the current billing period, then stops.
3. Initiate Account Deletion
Once your subscription is cancelled (or if you never subscribed):
- Go to Account Settings.
- Scroll to the bottom of the page.
- Click Delete Account.
- Read the warning about what will be deleted.
- Type your email address to confirm.
- Click Permanently Delete My Account.
4. What Gets Deleted
Immediately upon confirmation, we delete:
- Your account record and login credentials.
- All agents, pitch messages, and personalization settings.
- Your website library, queue, and Activity records.
- Your session tokens on every device.
- All email preferences and notification history.
5. What We Keep (And Why)
Some data is retained for legal, financial, and abuse-prevention reasons even after deletion:
- Payment records are retained for seven years to comply with tax and accounting law.
- Aggregate usage statistics (like “N total form submissions this month”) stay in our analytics, but they are anonymized and cannot be traced back to you.
- Anti-abuse fingerprints (device signatures used to detect duplicate signups) are retained for one year to prevent bad actors from cycling free tier credits.
6. Can You Restore A Deleted Account?
No. Once you confirm deletion, the account is gone. If you change your mind, you can sign up again with the same email, but you start fresh: your data, credits, and history are gone.
7. Deleting Instead Of Cancelling
If you just want to stop being billed but keep your data for later, cancel your subscription (see step 2 above) but do NOT delete your account. Your data stays; you just stop paying. You can pick up any time by re-subscribing.
Still stuck? We’re happy to help.
Install the extension, sign up, or reach out to support directly.




