Lists, contacts and segments

What is the difference between a contact, a list and a segment?
A contact refers to the unique attributes that are assigned to a single customer or respondent. Contacts can be grouped to create lists or segments As ex...
Wed, 10 Aug, 2022 at 12:18 PM
How do I create a segment?
1. From any screen, click the '+New' button to the top right corner, and then, click 'Segment.' If you haven't created any segments befo...
Wed, 10 Aug, 2022 at 12:18 PM
How do I create a list and add existing contacts to it?
1. Click on the '+New' button to the top-right corner of your screen and click 'List.' If you haven't created any lists before, click th...
Thu, 16 Mar, 2023 at 4:38 PM
How do I upload contacts in bulk and add them to a new/existing list?
You can also add multiple contacts by uploading a file. This process allows you to add contacts to a new or an existing list. Here's how: 1. Click on t...
Thu, 16 Mar, 2023 at 4:35 PM
What is the difference between blocklist and unsubscribe?
Unsubscribed contacts are the ones who have opted out of your mail list by their choice. By doing so, they clearly specify that they no longer wish to rec...
Wed, 10 Aug, 2022 at 12:18 PM
How do I add custom fields to an existing contacts?
1. Click on ‘Contact’ on the left navigation bar, under the contact management section. 2. Click on the contact name, or click on the three dots to the rig...
Wed, 10 Aug, 2022 at 12:18 PM
How do I add custom fields while creating a contact?
1. Click on the '+New' button on the top-right screen, then click on ‘Contact’. 2. Start adding details and click on ‘Custom fields’ to add custom ...
Wed, 10 Aug, 2022 at 12:18 PM
How do I delete a contact?
1. Click on ‘Contact’ on the left sidebar, under the contact management section. 2. Against the contact you wish to delete, click on the menu button 3. Cl...
Wed, 10 Aug, 2022 at 12:18 PM
How do I edit a contact?
1. Click on ‘Contact’ on the left sidebar, under the contact management section. 2. Click on the contact name, or click on the three dots to the right. 3....
Wed, 10 Aug, 2022 at 12:18 PM
How do I view a contact's details?
To view a contact's details, you can: 1. Click on ‘Contact’ on the left navigation bar, under the contact management section 2. This screen shows you ...
Wed, 10 Aug, 2022 at 12:18 PM

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