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People

Adding people, groups, lists and details

Adding and importing people

Add people one at a time, import a file, or bring them in from Shopify or another email tool.

Groups and lists

Two ways to organise your people: groups that update themselves, and lists you keep yourself.

Finding your way around People

Open a group or list as a spreadsheet, search and sort it, edit details in place and act on several people at once.

A person's page

See everything about one person, from their subscription and details to the emails they've had and what they've bought.

Details: what you know about each person

Keep birthdays, favourite products and anything else about your people, then use them in emails, groups and drips.

What the engagement levels mean

How Engaged, Cooling off, Gone quiet, Inactive and New are worked out, and where you can use them.

Filling in details for you

Add ready-made columns such as total spent or last order, and switch on guesses for people who join through your forms.

Finding and merging duplicates

When someone has joined twice under slightly different email addresses, merge the two records into one.

Stopping emails to someone

Unsubscribe someone, stop every email to them, or keep a whole list of people out of every send.

Unsubscribes and preferences

How people unsubscribe, choose the topics they hear about and how often, and how to resubscribe someone.

Moving your list from Mailchimp, Klaviyo or Brevo

Bring your list across with its unsubscribes, bounces and sign-up dates kept, so you don't email anyone you shouldn't.

Every rule a group can use

Each field you can build a group from, what it checks, the choices it gives you, and results that might surprise you.