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Email Marketing Guide

ContactList provides powerful email marketing capabilities including subscriber management, segmentation, campaigns, A/B testing, and automation. This guide covers everything you need to know.

Email Lists

Email lists are collections of subscribers that you can send campaigns to.

Creating Email Lists

  • Navigate to Email Lists in the sidebar
  • Click "Create List"
  • Enter list name and description
  • Configure list settings
  • Save the list

Email List Features

  • Subscriber Management: Create and manage subscriber lists
  • Import/Export: Import subscribers from CSV or export to CSV
  • Subscriber Status: Track subscribed, unsubscribed, bounced, and complained statuses
  • Tags & Groups: Organize subscribers with tags and visual groups
  • Custom Metadata: Store additional custom fields per subscriber
  • Auto-Sync: Automatically sync form submissions and API data to email lists

Adding Subscribers

  • Manual Entry: Add subscribers one by one
  • CSV Import: Import from CSV file
  • Form Integration: Auto-add form submissions
  • API Integration: Add via API

Advanced Segmentation

Create dynamic segments of subscribers based on multiple conditions.

Segment Features

  • Dynamic Segments: Create segments based on multiple conditions
  • 18+ Operators: equals, contains, startsWith, hasTag, inGroup, opened, clicked, and more
  • AND/OR Logic: Combine conditions with flexible logic
  • Behavior-Based: Segment by email engagement (opened, clicked campaigns)
  • Real-Time Updates: Segments automatically update as subscribers change
  • Subscriber Count: See segment size in real-time

Creating Segments

  • Navigate to Segments in Email Lists
  • Click "Create Segment"
  • Add conditions (e.g., has tag "vip", opened last campaign)
  • Combine conditions with AND/OR logic
  • Save the segment

Example Segments

  • Subscribers with tag "vip"
  • Subscribers who opened last campaign
  • Subscribers in "Premium" group
  • Subscribers with email containing "@company.com"
  • Subscribers who clicked a specific link

Email Campaigns

Create and send email campaigns to your lists or segments.

Creating Your First Email Campaign

  • Navigate to Email Campaigns and create a list
  • Add subscribers manually or import from CSV
  • Go to Email Campaigns → "New Campaign"
  • Select your email list or segment
  • Use the email builder to design your email
  • Add variables like {{firstName}} for personalization
  • Set subject line and sender information
  • Click "Send Now" or schedule for later
  • View analytics after sending

Campaign Features

  • Visual Email Builder: Drag-and-drop email builder with components
  • Email Templates: Create reusable email templates
  • Variable System: Personalize emails with dynamic variables
    • Static variables (same for all)
    • Subscriber fields (firstName, email, etc.)
    • Subscriber metadata (custom fields)
    • External database lookups (from connected databases)
  • Target Lists or Segments: Send to entire lists or specific segments
  • Scheduling: Schedule campaigns for future delivery
  • Campaign Analytics: Track opens, clicks, bounces, unsubscribes
  • Individual Tracking: See which subscribers opened and clicked
  • Resend Campaigns: Resend to all or specific groups (non-openers, non-clickers)

Variables in Emails

Use variables to personalize emails:

  • {{firstName}} - Subscriber's first name
  • {{email}} - Subscriber's email
  • {{lastName}} - Subscriber's last name
  • {{variableName}} - Custom variables from metadata or external databases

Variables are automatically replaced when emails are sent.

A/B Testing

Test different variations of your campaigns to find what works best.

A/B Testing Features

  • Test Subject Lines: Find the best subject line
  • Test Content: Test different email content
  • Test From Names: Test sender names
  • Test Send Times: Find optimal send times
  • Automatic Winner Selection: Based on open rate, click rate, or conversion rate
  • Statistical Analysis: See detailed results for each variant

Setting Up A/B Tests

  • Create a new campaign
  • Enable A/B testing
  • Create variants (e.g., different subject lines)
  • Set test size (e.g., 20% of list)
  • Choose winning metric (open rate, click rate, conversion)
  • Set test duration
  • Send campaign (winner is automatically selected)

Campaign Analytics

Track campaign performance with detailed analytics:

  • Open Rate: Percentage of emails opened
  • Click Rate: Percentage of emails with clicks
  • Bounce Rate: Percentage of bounced emails
  • Unsubscribe Rate: Percentage of unsubscribes
  • Individual Tracking: See which subscribers opened and clicked
  • Link Tracking: Track clicks on individual links
  • Time Analysis: See when emails were opened

Best Practices

  • Segment your audience for relevant content
  • Personalize emails with variables
  • Test subject lines with A/B testing
  • Clean your lists regularly (remove bounces)
  • Monitor engagement metrics
  • Don't over-email your subscribers
  • Include clear unsubscribe options (automatic)
  • Use automation workflows for welcome series
  • Resend to non-openers when appropriate

Next Steps

Now that you understand email marketing, check out: