Adding and importing people

Adding one person

1. Go to People and click Add person.
2. Enter their email address, and their name if you have it. Open Add details to fill in anything else you keep, such as a birthday.
3. Tick the box to confirm they've given permission to receive your emails.
4. Click Add person. They're added as subscribed.

If you have a list open when you add someone, they go into that list too. If a group is open, they only appear in it once they match its rules.

Someone you add this way counts as a new sign-up, so any welcome drip you have switched on starts for them.

Importing a file

1. Go to People and click Import.
2. Click Choose a file, or drag one onto the dashed drop area around that button. CSV, TSV and Excel files all work. If you don't have a file yet, download the CSV or Excel template below the drop area and fill it in.
3. Choose the Email column, and the Name column if your file has one. If first and last names are in separate columns, choose the first name as the Name column and the other as the Last name column. Under Details, match any other columns to the details you keep. A column with the same name as one of your details is matched for you.
4. Tick the box to confirm everyone in the file has given permission to receive your emails, then click the Import button, which shows how many rows will come in.

When it finishes, you'll see how many people were new, how many were already in your account and how many rows were skipped because the email address wasn't valid or was in the file twice. If you have a list open when you import, everyone in the file goes into that list as well.

If someone in the file is already one of your people, their subscription is left as it is, so anyone who unsubscribed stays unsubscribed.

An import doesn't start your drips, so your welcome email won't go to everyone on an old list. If the file is a fresh list of new sign-ups and you want it to, tick Also start drips for these people before you import.

Moving from another email tool

If your list is in Mailchimp, Klaviyo or Brevo, use the Mailchimp, Klaviyo or Brevo app in Apps instead of a file. It brings across who unsubscribed and whose addresses bounce, which a file export loses. See Moving your list from Mailchimp, Klaviyo or Brevo.

From Shopify

When you connect Shopify, your store's customers come across. Those who agreed to email marketing in your store arrive subscribed. The rest arrive unsubscribed and won't be emailed. After that, new customers and changes come across as they happen. If your plan's people limit is full, the customers who don't fit aren't added, and the Shopify card on Shopify's page in Apps says how many.

Before you add anyone

• Only add people who agreed to hear from you. Bought or borrowed lists bounce and get reported as spam, which hurts how well all your emails arrive.
• Everyone in People counts towards your plan's limit, including people who've unsubscribed. If an import would take you over it, the extra people aren't added and the summary says how many.
• We note how each person joined, such as a form, an import or Shopify. You'll see it in the Source column.