Build your email audience

Where to find itMarketing › Email Marketing › Audience

Add one contact and make lists

1. 1
   Email address Required.
2. 2
   First name Optional, along with Last name. Used to personalize emails.
3. 3
   Consent Check "I have documented this person’s marketing consent". Only add people who agreed to get marketing email.
4. 4
   Add Contact Saves the contact.
5. 5
   Search contacts Find a contact by email or name. The table shows their marketing status and lists.
6. 6
   New list name Like Newsletter, Lunch regulars or Catering.
7. 7
   Create List Makes the list.

A contact can be on several lists and still counts only once toward your contact allowance. Adding someone to a list never gives marketing consent on its own.

Import a list and make groups

1. 1
   Choose File A CSV with the columns email, first_name, last_name, phone, tags, consent.
2. 2
   Import CSV Uploads it. People without consent are kept but will not get marketing emails.
3. 3
   Group name Like "Loyal customers".
4. 4
   At least this many orders Optional rule, like 5.
5. 5
   Has any of these tags Optional rule. Separate tags with commas.
6. 6
   Create Group Saves the group.

Groups fill themselves. A "Regulars, 5+ orders" group updates as customers keep ordering, so a campaign sent to it always reaches the right people. Set at least one rule.