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Forex CRM / Newsletters/Contact Lists

Contact Lists

Manage subscriber lists and audience segmentation.

Overview

Contact Lists help you organize recipients into targeted groups. Instead of sending to everyone, create lists for specific audiences.

Accessing Contact Lists

Navigate to Contact Lists under the Audience section in the sidebar.

Creating a Contact List

Step 1: Create New List

Click Create List to start.

Step 2: List Details

  • Name: A descriptive name (e.g., "VIP Clients", "New Signups Q4")
  • Description: Optional notes about the list's purpose

Step 3: Add Contacts

Add users to your list through several methods.

Adding Contacts

Manual Addition

  1. Open the contact list
  2. Click Add Users
  3. Search for users by name or email
  4. Select users to add
  5. Confirm addition

Bulk Import

  1. Open the contact list
  2. Click Bulk Import
  3. Upload a CSV file with contact information
  4. Map columns to fields
  5. Confirm import

CSV Format

Your CSV should include:

  • Email (required)
  • Name (optional)
  • Other relevant fields

Example:

email,name
[email protected],John Doe
[email protected],Jane Smith

Managing Contacts

View Contacts

Open a list to see all its members with their details.

Remove Contact

Click the remove icon next to any contact to remove them from the list.

Edit List

Update the list name or description as needed.

Delete List

Remove lists you no longer need. This doesn't delete the users, only the list.

List Strategies

💡
TipSegment contacts by activity, region, or account type for targeted campaigns. Sending relevant content to specific audiences improves open rates and reduces unsubscribes compared to broadcasting to your entire database.

Segmentation Ideas

  • By Activity: Active vs. inactive users
  • By Interest: Product categories, topics
  • By Status: New users, VIPs, at-risk
  • By Region: Geographic targeting
  • By Behavior: Purchase history, engagement

Best Practices

  • Keep lists focused and specific
  • Update regularly to remove inactive contacts
  • Use descriptive naming conventions
  • Document list criteria
  • Merge duplicate lists

Using Lists in Campaigns

When creating a campaign:

  1. Select recipient type
  2. Choose specific contact list(s)
  3. The campaign sends only to list members

List Hygiene

Maintain healthy lists by:

  • Removing bounced emails
  • Respecting unsubscribe requests
  • Updating outdated information
  • Archiving old lists
  • Monitoring engagement metrics

Multiple Lists

📧
NoteContacts can belong to multiple lists simultaneously. When a campaign targets multiple lists, duplicates are handled automatically so each contact receives only one copy of the email.
  • Contacts can belong to multiple lists
  • Campaigns can target multiple lists
  • Duplicates are handled automatically (contacts receive only one email)

Dynamic vs. Static Lists

Static Lists

  • Manually curated
  • Don't change automatically
  • Good for one-time campaigns

Dynamic Lists (if available)

  • Based on criteria/rules
  • Auto-update as users match criteria
  • Good for ongoing campaigns

Next Steps

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