Newsletters
Newsletters
The Newsletter section is a subscriber-based sending system, separate from campaign outreach: people join lists, you broadcast newsletters or drip sequences to them, and double opt-in and suppression rules protect consent. This guide covers subscribers, lists, segments, and the newsletter campaign flow.
In this guide you will:
- add and import subscribers, and understand their statuses
- create lists with single or double opt-in
- build dynamic segments and scoring rules
- send a newsletter broadcast or activate a drip sequence
Subscribers
Newsletter → Subscribers shows the subscriber table with stat cards for totals, engagement, score, and list health. Columns cover name, email, status, score, lists, tags, source, and join date.
Statuses
| Status | Meaning |
|---|---|
| Active | Receives sends normally |
| Disabled | Kept in the database but excluded from sends |
| Blocklisted | Never sent to |
Adding subscribers
- Add Subscriber — a dialog with Basic Info (email, name, phone, company, source), Lists & Tags (at least one list is required), and Advanced (notes, custom fields). A subscriber's email address cannot be changed later.
- Import— a five-step CSV import (upload, field mapping, options, progress, results; 10 MB / 50,000 rows). The options step can add everyone to existing lists or create a new list for the file, and optionally update subscribers that already exist.
- Bulk actions on selected rows: bulk edit (status, names, tags, list membership), export, and delete — with select-all across the current filters.
Subscriber custom fields and scoring rules are configured under Newsletter → Settings — scoring rules award points from attributes, opens, clicks, engagement rates, and behavior (bounces, inactivity, unsubscribes), and place subscribers into tiers you can filter by.
Lists and double opt-in
Newsletter → Lists manages your lists — each row offers Manage Subscribers, Edit, Duplicate, and Delete (deleting a list keeps its subscribers in the database). The full Create List page sets:
- List Type — Public (anyone can subscribe via the API), Private (manual addition only), or Temporary (for one-time sends).
- Opt-in Type — Single Opt-in (subscribed immediately) or Double Opt-in (confirmation email required).
Opt-in type is chosen when the list is created and is not editable afterwards. On a double opt-in list, a new subscriber receives "Confirm your subscription to {list name}" and stays unconfirmed — and excluded from every send— until they click the link. Confirmation also fires the "Subscriber confirmed" automation trigger.
There is no signup-form builder — subscribers arrive via manual add, CSV import, integrations (Tally forms, WordPress, WooCommerce, and more can auto-create subscribers), or the public subscribe endpoint of the Subscribers API.
Segments
Newsletter → Segments builds reusable audiences:
- Dynamic segments re-evaluate automatically; Static segments are a fixed set of subscribers.
- Conditions combine with Match ALL (AND) or Match ANY(OR) over email, name, status, dates ("In Last X Days"), open/click counts, list membership, tags, location, and custom attributes.
- Preview shows who currently matches before you send to it.
Newsletter campaigns
The Newsletter page lists your campaigns with statuses Draft, Scheduled, Sending, Sent, Paused, Failed, Cancelled, and Active. Creating one asks two questions:
- Basic Campaign (visual content editor, newsletter or drip) or Advanced Campaign (adds the automation workflow builder — see Automation).
- For Basic: Newsletter — a one-time broadcast to current subscribers — or Drip Sequence — an automated series every joining subscriber receives from email #1, on your Day 0 → Day 3 → Day 7 timing.
Basic campaigns walk Content → Subscribers → Launch; Advanced campaigns walk Automation → Subscribers → Launch.
Content
- Subject line with a Personalize menu (tokens like
{{subscriber.first_name}}, custom fields, and the unsubscribe link) and a preheader with a 130-character counter. - Two editors, toggled per campaign: Write — a rich-text editor — and Design — a drag-and-drop block designer. Switching editors warns that the current layout may not be preserved.
- Drip campaigns get an Emailssidebar to add emails and set each one's delay.
Subscribers
Pick the audience from Lists and Segments tabs (built-in segments include Highly Engaged, New Subscribers, Re-engage Inactive, and VIP Subscribers — combined segments must all match), add direct subscribers, or Import from Contacts to pull people over from the contacts database.
Launch
- A Campaign Summary (campaign, subject, sending account) and a Pre-Launch Checklist: account selected, valid recipients, content ready, schedule configured — plus an optional test send (Send Test).
- Newsletters offer Send Now or Schedule (date, time, timezone). Drip sequences instead activate — optionally with a scheduled start — and from then on enroll every new subscriber automatically.
Do it via the API
Lists, subscribers, segments, and newsletters are all first-class API resources — see Lists, Subscribers, Segments, and Newsletters in the API reference.