Email Lists
Organize subscribers into audiences so each campaign reaches the right people.
In the CRM: Email Campaigns → Campaigns → Lists
Give each audience a clear purpose
A list is the audience you select when sending a campaign. You might keep separate lists for consultation enquiries, existing customers and event attendees. Clear names help staff choose relevant messages and understand who will receive them.
Create a list
- Choose New and enter a meaningful name, such as Consultation enquiries.
- Choose Private for an audience you manage internally, or Public when you want people to find and subscribe to it through the enabled public subscription pages.
- Choose Single opt-in or Double opt-in. Double opt-in asks the subscriber to confirm before they receive campaigns for that list.
- Add a description explaining who belongs in the list and optional tags to keep related lists organized.
- Save, then use Groups or Subscribers to add the appropriate audience. Review the subscriber count before selecting the list in a campaign.
Keep your audience organized
- Open a list’s subscriber count to review its audience. The edit action lets you update the list details.
- Archive a list when it is no longer part of your regular work. View archived lets you find it again and restore it.
- Keep subscription choices intact when refreshing an audience. A new marketing offer is most useful when it matches what people asked to hear about.