Recipients, CRM audiences and mailing lists
Build recipient sets from staff, contacts, groups, consent, leads and imported lists.
Customer Surveys & Feedback Management
Open guide →GuideUnderstand all supported recipient sources
Use staff, contacts, customer groups, contact consent, leads, lead statuses, lead consent or custom lists.
Open guide →GuideSend to active staff
Select the active staff source.
Open guide →GuideSend to active customer contacts
Select all active contacts with valid email addresses.
Open guide →GuideSend to contacts in customer groups
Select one or more customer groups; contacts are deduplicated within the group-list path.
Open guide →GuideFilter contacts by consent purpose
Select contact consent purposes when the source supports it.
Open guide →GuideSend to eligible leads
Select all non-lost eligible leads with valid email addresses.
Open guide →GuideSend to selected lead statuses
Choose one or more lead statuses.
Open guide →GuideFilter leads by consent purpose
Apply supported lead consent criteria.
Open guide →GuideUnderstand recipient email validation
Lead emails are checked with FILTER_VALIDATE_EMAIL; invalid addresses are excluded.
Open guide →GuideUnderstand recipient deduplication limits
Customer-group selection deduplicates contacts; combining different source types can still create duplicate queue rows.
Open guide →GuideUse the custom mailing-list register
Create, open or delete imported/manual email lists.
Open guide →GuideCreate a custom mailing list
Enter a list name and save it.
Open guide →GuideOpen a mailing list
Review email rows and custom fields.
Open guide →GuideAdd one email to a mailing list
Enter the email and custom values shown by the list.
Open guide →GuideRemove an email from a mailing list
Delete a selected list row.
Open guide →GuideUse mailing-list custom fields
Create or import fields whose slugs can become invitation merge values.
Open guide →GuideRemove a mailing-list custom field
Delete the field and understand that associated list values are no longer available.
Open guide →GuideImport a mailing list from XLS or XLSX
Upload a spreadsheet with email in the first column and custom values in later columns.
Open guide →GuidePrepare a mailing-list spreadsheet
Use email as column one and valid custom-field columns after it.
Open guide →GuideRead mailing-list import counts
Review added, duplicate, failed and invalid totals.
Open guide →GuideDelete a custom mailing list
Delete the list with the required permission.
Open guide →