Email Subscribers

Find individual recipients, check their list memberships and keep their details useful.

In the CRM: Email Campaigns → Campaigns → Subscribers

Understand your email audience

Subscribers are the individual email recipients in this workspace. A person can belong to several lists. Use this screen to find an address, check the name used in personalized messages and review the lists they belong to.

Subscribers search with email, name and lists columns — A new workspace can start with an empty subscriber list. Use Groups to import CRM contacts or New to add an individual recipient. Select the image to enlarge it.

Add or review a recipient

New subscriber form with email, name, status, list membership and subscription options — The subscriber form keeps the email identity and list choices together. Existing records also provide subscription, bounce and activity tabs. Select the image to enlarge it.

Choose New and enter the recipient’s email address and name.
Select the appropriate list memberships. Use Enabled for a recipient who should receive the selected messages; Blocklisted stops email to that subscriber.
Review the opt-in choice. Preconfirm subscriptions is for people whose subscription has already been confirmed; otherwise follow the list’s confirmation process.
Save the record. For an existing recipient, search by email or name and open their details to review memberships and activity.

Make the next message relevant

A subscriber record helps you understand the email side of a relationship. The CRM contact remains the place to coordinate the wider sales conversation, including calls, texts, notes and appointments. Keep the email address and name accurate so follow-ups feel personal.

For your first campaign, add your own test address to a suitable test list. This lets you receive the draft through Send test message and check it before choosing a wider audience.