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ContactList
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Quick Start Guide

Get up and running with ContactList in just a few minutes. This guide will walk you through the essential steps to start using ContactList.

Prerequisites

Before you begin, make sure you have:

Step 1: Create Your Account

Visit the ContactList dashboard and create your free account. You'll receive a confirmation email to verify your account.

Step 2: Select a Plan

Choose the plan that best fits your needs:

  • Free Plan: 0 active forms, 0 collections, 0 email lists, limited features
  • Pro Plan: 10 active forms, 5 collections, unlimited email lists, 1 million data records, 10 active campaigns
  • Enterprise Plan: Unlimited everything, priority support, custom integrations

Step 3: Create Your Workspace

Workspaces are like project folders that organize all your data. Each workspace is completely isolated:

  • Forms belong to a workspace
  • Email lists belong to a workspace
  • Data collections belong to a workspace
  • Campaigns belong to a workspace

You can create multiple workspaces for different projects, clients, or departments.

Step 4: Configure Email Service

Before sending emails, you must configure an email service. You can use either SMTP or Resend.

SMTP Setup

  • Go to Email Settings
  • Enter SMTP details:
    • Host (e.g., smtp.gmail.com)
    • Port (587 for TLS, 465 for SSL)
    • Username (your email)
    • Password (app password)
  • Test connection
  • Save

Resend Setup

  • Get API key from Resend
  • Enter in Email Settings
  • Test connection
  • Save

Quick Start Guides

Creating Your First Form

  • Navigate to Forms in the sidebar
  • Click "Create Form"
  • Enter form title and description
  • Drag fields from the left sidebar onto the canvas
  • Configure field properties (label, required, validation)
  • Set form status to "Active"
  • Click "Share" to get the form URL
  • Share the link or embed on your website

Creating Your First Email Campaign

  • Navigate to Email Lists 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

Setting Up API Collections

  • Navigate to Data Lake → "New Collection"
  • Define your collection schema (add fields)
  • Set field types and validation rules
  • Save the collection
  • Go to "API Keys" tab and create an API key
  • Use the API endpoint to submit data:
    POST https://api.contactlist.io/api/v1/submit
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "collectionId": "your_collection_id",
  "data": { "field1": "value1" }
}

Core Concepts

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.

Segmentation

Segments are dynamic groups of subscribers based on conditions:

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

Segments automatically update as subscriber data changes.

Next Steps

Congratulations! You're ready to start using ContactList. For more detailed information, check out: