Lists
Lists and segments are two ways to group contacts, and a campaign is sent to one of them. Both live under Audience, next to Contacts.
- A list is a fixed group. People are on it because you added them, or because they signed up through a form.
- A segment is a rule. Contacts join and leave it on their own as their tags, activity or fields change.
Lists
Create one at Audience > Lists > New list. Click a list to open it.
- Members: add people with the Add contact search (type at least two characters of an email), with Add all N contacts to this list, or with Import into this list, which opens the CSV import with that list preselected. Remove takes a person off the list without deleting the contact.
- Subscribe page: every list has a public page at
/subscribe/<list id>. Copy subscribe link copies it. - List settings: rename the list or delete it. Deleting never deletes contacts. Any unsent campaign, RSS campaign or Form that used the list is left with no list, and the confirmation names them.
Unsubscribed and Bounced contacts cannot be added to a list. When a contact becomes unsubscribed or bounced they are removed from every list at once, and a nightly sweep catches anything that slipped through. If older data still has some, a banner on Audience > Contacts shows the count and a Clean up now button. See Contacts.
A list can hold Pending contacts, but sends only reach Subscribed ones.
Segments
Create one at Audience > Segments > New segment, name it, then build the rule.
Choose Match all or Match any of the conditions, add them with + Add condition, and click Preview count to see how many subscribed contacts match the rules on screen, saved or not. Click Save segment to keep it. With no conditions, a segment matches every subscribed contact.
A segment only ever contains Subscribed contacts. It is worked out again each time you preview it or send to it, so it is never a stale snapshot.
| Condition | What it checks |
|---|---|
| Subscription status | Is Subscribed (the only choice, since segments are subscribed contacts). |
| Tag | Has tag, or does not have tag. |
| List membership | Is in a list, or is not. |
| Custom field | Operators depend on the field type: equals, contains, greater or less than, before or after a date, within the last N days, yes or no. Needs a custom field. |
| Email engagement | Has, or has never, opened an email or clicked a link in the last 7, 14, 30, 60 or 90 days. Machine and Apple Mail Privacy Protection opens do not count. |
| Lifecycle stage | Is, or is not: Active, Cooling off, Dormant, Never engaged, New. |
| Lead score | Is at least, or at most, a number of points from Settings > Lead scoring. |
| Churn risk | Is, or is not: low, medium, high. |
| Paid membership | Is, or is not, a paying member (Settings > Paid tiers). |
| Date added | Added before or after a date. The date is read as midnight in your browser's timezone. |
See Email Tracking for how opens and clicks are recorded. Deleting a segment does not touch its contacts, but a campaign still using it loses its audience.
How a campaign picks its audience
In the campaign builder, open Settings and choose either Send to list or Or send to segment. The segment menu appears once you have at least one segment. A campaign has one audience, so picking one clears the other.
When the campaign sends, Flomailr starts from the list's Subscribed members or the segment's matches, then drops:
- addresses on the suppression list
- contacts who opted out of the campaign's Topic, if you set one
- anyone your Settings > Guardrails rules block
The Send panel shows "Sending to" with the audience name. A list also shows its subscriber count. A segment's size is worked out at send time. See Campaigns for the rest of the send.