Contacts
Audience → Contacts shows everyone across your lists. Search by name, email, or phone; filter by list, status, or tag; and sort by email, name, date added, or last open.
Only subscribed contacts are ever sent a campaign.
Adding a contact
Click Add contact. Pick the list, enter the email and, optionally, the name and tags. Tick This person asked to receive our emails. to confirm you have their permission, then save.Working with many contacts
Select contacts, or use Select all N matching contacts, then choose Add tags, Remove tags, Unsubscribe, or Remove from list. Export CSV downloads the current view.A contact’s profile
Click a contact to see their lists, tags, and custom field values, how they joined each list, and an Email activity table of the issues sent to them with opens, clicks, and outcomes. If they can’t be emailed, a banner says why and since when. Use Edit details to change their name or fields; the change applies on every list they’re on.Lists
Audience → Lists & signup forms holds your lists. Click New list to add one. Each list shows its subscribed, unsubscribed, bounced, and awaiting-confirmation counts, and how many people joined in the last 30 days. A person is identified by email address. The same person can be on several lists, and a campaign sent to more than one of them still reaches them once. You can’t delete a list while a segment uses it. Deleting a list doesn’t lift anyone’s opt-out.Tags
Tags are free-text labels on a contact. Add them by hand, in bulk, on import, or automatically when someone joins through a signup form. Use them in segments.Custom fields
Audience → Custom fields adds your own fields to contacts: text, number, date, or choice. A choice field needs at least two options. A field’s type can’t be changed once it’s created. Each field has a merge tag like{{renewal_date}} that your AI can put in an email to show each person’s value. See Building an email.
You can’t delete a field while a segment uses it.
Segments
A segment decides who receives a campaign. Open Audience → Segments to build one, or ask your AI. Choose who the segment draws from under People from: your Subscriber Lists, or your Bookkeeping Customers (active customers with an email address). Then add conditions. A person has to meet every condition.- Lists — any of your lists. Leave all unchecked to include every list.
- Tags — tagged with any of, or all of, the tags you pick. Leave out people tagged with any of excludes tags.
- When they joined — joined on or after, or on or before, a date
- Engagement — opened, clicked, didn’t open, or didn’t click any of the last 1 to 50 issues. Didn’t-open only counts people those issues actually reached.
- Fields — up to 10 conditions on your custom fields. Text fields take is, is not, contains, has a value and is blank; date and number fields take is, before, after, has a value and is blank; choice fields take is, is not, has a value and is blank.
Importing contacts
Audience → Import contacts takes a CSV file up to 10 MB and 25,000 rows.- Pick the list and upload the file.
- Under Match your columns, check how each column maps to email, first name, last name, phone, tags, or a custom field. Common headers from other newsletter tools are matched for you.
- Optionally, fill in Tag everyone in this file.
- Answer How did these people agree to hear from you?
- Tick the box confirming everyone in the file agreed to receive email from you, and import.
Signup forms
Each list can have a hosted signup form. On Lists & signup forms, click Signup form on the list.- Form is on — the form only works while this is on
- Heading, Introduction, and Button — the form’s wording
- Ask for first and last name — email is always required; names are optional
- After they submit — the message shown after submitting
- Tag new subscribers with — tags added to everyone who joins through the form
Confirming a signup
Every signup is confirmed by email. The person gets a message with a link, and the link opens a page with a Confirm subscription button. They’re subscribed only after they click it. The contact shows as Awaiting confirmation until they click it. Confirmation links stop working after 7 days; the person can sign up again for a new one. Confirming through a form brings back someone who had unsubscribed or bounced, or whom your team had added to Do not email. It doesn’t bring back someone who marked your mail as spam.Stopping spam signups
The form has built-in limits on how many times one address or one connection can sign up in an hour. If spam signups still get through, click Getting spam signups? Make a new link. The old link and any embedded copies stop working, so update your website with the new code.Welcome emails
From a list’s signup form page, click Create a welcome email to send one email to each person who joins that list. It opens the new welcome email, where you set how many hours after they confirm it goes out (0 for right away, up to 720, which is 30 days) and whether people your team adds by hand get it too. The button goes away once the list has a welcome email. It goes only to people who join after it’s turned on; it never goes to imported contacts or people already on the list. A welcome email is approved like any campaign (see Sending and approval). Once approved it shows as On. Each list can have one welcome email on at a time.Do not email
Audience → Do not email lists every address your organization won’t email, with the reason:- Unsubscribed — the person used an unsubscribe link
- Hard bounce — the address doesn’t accept mail
- Spam complaint — the person marked your mail as spam
- Added by your team
Asking your AI
Your AI works with the same audience. For example:- “How many people on the members list opened one of the last three issues?”
- “Make a segment of everyone tagged volunteer who joined this year.”
- “Tag these five people as board.”
- “Turn on the signup form for the newsletter list and tag new people website.”