Once you have created a list, you can access each lists Summary and Subscribers.
Navigation: Marketing > Lists > Select the cog ⚙️ icon on the list you wish to edit or access the Summary and Subscribers.
Summary
The summary page give you subscribe & unsubscribe data displayed in a time searchable format.
Important KPI figures are displayed including Growth & Churn rate and % change in the previous 7 days.
Subscribers
The Subscriber page is the access point to manually add customers to your subscriber list.
Information required includes: Email, First and Last Name, and any Tags you wish to identify them with.
Imports
The Imports page is the access point to bulk add customers to your subscriber list via a .csv file import.
Information required includes: Email, First and Last Name, and any Tags you wish to identify them with.
Steps:
Download the .csv template file
Inset your data, and Save the file.
Browse, find and upload the file, or drag and drop the file
Importing tags of existing subscribers decisions:
Append any new tags in the import or replace all tags by the tags specified in the import?
Missing or matching subscribers decisions:
Re-subscribe unsubscribed emails? (Existing unsubscribed emails will be resubscribed when matched)
Unsubscribe missing emails? (Existing list emails will be unsubscribed when unmatched)
Send an email notification when the import is complete. (recommended)
Tags
Tags are a useful way to create customer classification and are a required option for Segmentation.
Steps:
To create a Tag, select the “+ New Tag” button
Define the Title & Description
Toggle the “Visible on manage preferences page” to On or Off, this will be viewable and editable on the Customers profile under the Preferences page.
Segments
Segments are powerful filters that allow you to target specific groups of subscribers within your email lists. By creating segments based on various conditions, you can send more personalized and relevant campaigns to your audience.
But what are Segments?
Segments are dynamic filters that automatically group subscribers based on criteria you define. Unlike static lists, segments update automatically as subscriber behavior and attributes change, ensuring your targeting is always current.
Navigation: Marketing > Lists > cog ⚙️ icon of the list you wish to segment > Summary > Segments
Creating a New Segment
Either select + New Segment
Give your segment a descriptive Name
Add Conditions* to define who should be included in this segment, you can add multiple segments to accurately target the correct portion of your database.
Click Save to create your segment
(To edit a segment, simply select the cog ⚙️ icon next to the list you want to edit.)
Available Segment Conditions
You can create segments based on the following conditions:
Subscriber Tags
Actions
Attributes
These will be explained in detail below.
Subscriber Tags.
Filter subscribers based on the tags assigned to them. Tags are custom labels you can create to categorize your subscribers, such as “Belayer”.
Selecting this will open up a Comparison drop down, allowing you to select comparison values:
Has One Of
Has None Of
Contains All
Contains None
Select one of these comparison values and assign the tags you have created in the Tags section
You can now add a secondary layer of segmentation by selecting the “Add Condition” drop down underneath. You may continue adding segmentation layers until you run out of action items.
Remember, every layer you add will reduce the number of email addresses in the segment.
Actions.
Action-based conditions allow you to segment subscribers based on their specific interactions with your email campaigns and automation sequences.
Selecting an Action will open up a Comparison drop down, allowing you to select comparison values:
Subscriber Clicked Automation Mail Link. Target subscribers who have clicked on links within automated emails.
Subscriber Clicked Campaign Link. Filter subscribers who have clicked on links in your email campaigns.
Subscriber Opened Automation Mail. Identify subscribers who have opened automated emails.
Subscriber Opened Campaign. Target engaged and un-engaged subscribers who have opened specific campaigns or any campaign.
Subscriber Received Campaign. Filter subscribers based on whether they received a specific campaign.
Subscriber Engagement. This condition evaluates overall subscriber engagement levels based on their historical interaction with your emails. It considers multiple factors including opens, clicks, and activity recency to classify subscribers as highly engaged, moderately engaged, or inactive. This is a powerful shortcut for identifying your most valuable subscribers without creating complex multi-condition segments.
Each Action condition will open up its own drop down menu of values, types, comparisons and comparisons.
Attributes
Attribute-based conditions filter subscribers based on their core profile information and list membership.
Selecting an Attribute will open up a Comparison drop down, allowing you to select comparison values:
Subscriber Email. Filter by email address patterns or specific addresses. This is particularly useful for B2B segmentation.
Subscriber Subscribed At. Filter subscribers based on when they joined your Subscriber list. very useful for emailing New and Long term customers.
Subscriber Not In List. Exclude subscribers who are members of another specific list. This is useful when you want to target subscribers from one list while excluding those who are already on another list, helping you avoid sending duplicate communications to subscribers who are on multiple lists.
Member. Filter based on whether subscribers are members of your climbing gym!
💡 Combining Advanced Conditions: The real power of segmentation comes from combining these conditions creatively. For example, combine "Subscriber Tags" with "Subscriber Engagement" and "Subscriber Subscribed At" to create highly targeted segments like "VIP customers who are highly engaged and joined in the last 6 months."