Lists, subscribers and segments

Who can use this: Roles with email access.

Your audience lives in lists and segments. Add subscribers by hand or import them, then target them when you send a campaign.

Create a list

1. Open Email in the sidebar, then Lists.

2. Click New list and enter a List name and Description.

3. Save the list.

4. Use Manage subscribers to attach existing subscribers or add new addresses under Invite by email.

Add a subscriber

1. Go to Subscribers and click New subscriber.

2. Enter the Email, name, and Source.

3. Pick the Lists and the Status.

4. Add any extra details under Custom fields (JSON).

Import subscribers

1. Go to Subscribers and click Import subscribers.

2. Upload a CSV, XLSX or XLS file. The limit is 50 MB.

3. On the next page, map your columns to Email, first name, last name and status.

4. Choose the lists to attach, the Default status, and how to handle duplicates: Skip duplicates or Update existing.

5. Click Start import.

To bring in addresses you already keep in the CMS, use the CMS import tab and choose a content type and its email field.

Create a segment

1. Go to Segments and click New segment.

2. Choose a Segment type:

   • Dynamic: built from rules, so it updates as subscribers change.

   • Static: people you add by hand.

3. For a dynamic segment, choose Match all or Match any and click Add condition.

4. Build each condition from a field, an operator and a value. Fields are Email, First name, Last name, Status, Source, List membership and Custom field.

5. Check the Segment preview to see who matches, then save.

How consent works

A subscriber's status decides whether they receive email: Subscribed, Unsubscribed, Bounced or Complained.

• Only Subscribed people receive campaigns.

• Every email carries an unsubscribe link. One is added for you if your template has none.

• Unsubscribes and bounces update the subscriber's status automatically.

Related

• Templates and sending

• Run an AI campaign