Manage your audience: segments, tags and imports

Four ways to manage your audience

1. Segments

   Create a named, saved filter with an optional list and rules. Choose whether all or any rules must match. Filter by contact details, tags, list or source, and by activity such as opens, clicks or recorded events. Review the matching contacts before using the segment in a campaign.

2. Tags and custom fields

   Use tags to group contacts and review the count for each tag. Define a key, label and type for custom fields. Use the field key in personalization, such as {{key}}, and preview the result before sending.

3. Import contacts

   Choose the destination list and any tags to apply. Upload a CSV or paste rows, review the data and confirm you have permission to email those contacts. Importing must not be used to restore unsubscribed or suppressed addresses. Review the import result before sending.

4. Suppressions

   Review addresses excluded from sending, including recorded bounces and complaints. Add an address manually with a note when needed. Keep these exclusions in place when organizing or importing contacts.