Contact List
Learn how to create, manage, and organize your contact lists in SenderWiz. Keep your subscribers well-structured and optimize your email marketing efforts with our comprehensive guide.
Last updated
Learn how to create, manage, and organize your contact lists in SenderWiz. Keep your subscribers well-structured and optimize your email marketing efforts with our comprehensive guide.
Last updated
The Contact List is a crucial element of your email marketing strategy in SenderWiz. It's the repository of your audience's details that you will use for your email campaigns. Understanding how to effectively manage your contact list will ensure your messages are sent to the right people.
A Contact List is a collection of your subscribers’ details such as their name, email address, and other important information. This list is essential as it serves as the foundation of your email campaigns, allowing you to segment and target specific groups of people effectively.
Creating a contact list in SenderWiz is straightforward and intuitive. Follow these steps to create your first email list:
Log in to SenderWiz and navigate to the Contacts section.
Name your list and provide any necessary details (e.g., description).
Click Save, and your list will be ready to use.
Name: This is a required field (marked with an asterisk *). You must provide a name for your contact list. The name should clearly indicate the purpose of the list, making it easy to identify. For example, you might name it something like "Newsletter Subscribers" or "Product Launch List." This helps differentiate between various lists you may create for different campaigns or audiences.
This section contains essential options related to the behavior and attributes of the contact list.
Description: This is an optional field where you can provide a detailed description of the list. The description should be something that helps you or your team understand the purpose of the list, or it can be helpful for subscribers if exposed in a sign-up form. It’s good practice to include information that makes the list’s purpose easily recognizable.
Opt-in: This dropdown allows you to select the opt-in method for your list. The opt-in process determines how subscribers are added to your list:
Double opt-in (Default setting): Requires a user to confirm their subscription via email after submitting their details. This is considered best practice as it ensures the subscriber's consent.
Single opt-in: Immediately adds the user to your list after they submit their information, without requiring additional confirmation.
Opt-out: This dropdown determines how subscribers can unsubscribe from your list:
Single opt-out (Default setting): Allows users to unsubscribe immediately upon clicking an unsubscribe link.
Double opt-out: Requires users to confirm their unsubscription with an additional step to prevent accidental opt-outs.
Welcome Email: This option sends a welcome email automatically when a user subscribes through a subscription form. It works only for form-based subscriptions and does not apply to contacts added via import.
Subscriber Requires Approval: This option allows you to manually approve each subscriber before they are added to the list. Setting this to "Yes" is useful when you want more control over who gets added, such as for exclusive membership lists.
Subscriber Exists Redirect: In this field, you can provide a URL to which subscribes will be redirected if they attempt to subscribe to the list but are already a subscriber. This can be a custom page thanking them or providing further instructions.
Subscriber Not Found Redirect: Similarly, this field allows you to input a URL where subscribes will be redirected if they attempt to unsubscribe but their email is not found in the list. This can help clarify why they weren’t able to unsubscribe, or give them an option to reach out for assistance.
This section contains the default settings for your email campaigns. These defaults will automatically apply when you send emails from this list unless otherwise changed in the campaign settings.
From Name: The name that will appear in the "From" field when your recipients receive your email. It’s important to use a recognisable name here to build trust with your subscribers. For example, you might use your company name or the name of a specific department.
From Email: The email address that will be used as the sender's address. Ensure that this email is from a domain your subscribers recognise.
Reply To: The email address where replies from your subscribers will be sent. It can be the same as the "From Email" or a different address if you want replies to be directed elsewhere.
Subject: This is the default subject line for the emails sent to the list. You can modify this later for individual campaigns, but having a default subject line ensures that there’s always a placeholder, reducing errors when setting up campaigns.
You can also set up the Rotation Feature while sending email campaign to rotate the From name, From email, Subject lines and email contents itself, ensuring that each email appears personalised to the recipient, even in bulk sending scenarios. This makes your campaigns feel more one-to-one, enhancing engagement.
This enhanced Rotation Feature adds flexibility to your email campaigns, allowing you to rotate names, email addresses, subject lines, and even content, making each email unique to improve engagement and deliverability.
The Show More Options section provides advanced settings for additional customization when creating or managing a contact list. Here’s a summary of the available options:
Notifications:
Subscribe: Choose whether you or a team member should receive an email notification when a new subscriber is added to the list.
Unsubscribe: Choose whether you want notifications when someone unsubscribes from the list.
Subscribe/Unsubscribe to: Specify the email address where these notifications should be sent.
Subscriber Actions:
Actions when Subscribe: Allows you to automatically unsubscribe a subscriber from other lists if they subscribe to this list. This is useful for keeping your lists clean and preventing duplicate subscriptions.
Actions when Unsubscribe: You can select lists from which a subscriber will be unsubscribed when they unsubscribe from this list. The unsubscribe action is silent, meaning no email notification is sent to the subscriber.
reCAPTCHA:
Enabled: Adds a reCAPTCHA to the subscription form to prevent bots from signing up. You can toggle this option on or off depending on your security needs.
At the top right of the screen, there is a Cancel button. Clicking this will exit the "Create New List" page without saving any changes or creating the list. It’s useful for cases where you want to discard the list creation process altogether.
The Save button on the "Create New Contact List" page is used to finalize and store all the details of the new contact list you’ve set up. After entering all the required information (such as list name, description, and settings), clicking Save will create the list and make it available for use in your email campaigns. All selected preferences, such as opt-in options, notifications, and subscriber actions, will be applied to the list.
A Contact or Subscriber is any individual whose email address and personal information are stored in your contact list. Each contact represents someone who can receive your email campaigns. Keeping your contact data organised helps improve the effectiveness of your email marketing efforts.
The Contact List dashboard offers various options to manage your lists effectively. Below is a breakdown of each element visible in the dashboard:
Unique ID: This column displays the unique identifier for each contact list, helping you quickly distinguish between lists. This ID is auto-generated and cannot be modified by the user.
Name: The name of each contact list appears in this column. Clicking on the list name will open more detailed information about that specific contact list, including subscriber details, activity reports, segments, custom fields, option for import/export etc.
Subscribers Count: This column shows the number of subscribers in each contact list. It displays the total number of subscribers and the number of active subscribers (e.g., 1 / 1, 2 / 3). This count helps in keeping track of how many contacts are active and reachable.
Date Added: The Date Added column shows when the contact list was created. This information is useful for understanding how long a list has been in use, which can help in evaluating its performance over time.
Last Updated: This column shows the last time the contact list was modified, such as when subscribers were added, removed, or edited. Keeping this information visible helps you stay informed about the recent activity on each list.
Options (Gear Icon): Each contact list has a gear icon on the far right of its row. Clicking this icon will give you a variety of management options, including:
Overview Button (i Icon):
This button provides an overview of the selected contact list. When clicked, it shows detailed information such as the total number of subscribers, list creation date, and recent activity. It helps you quickly get a summary of the key data related to the list without navigating deeper into the settings.
Copy Button (cc Icon):
Clicking this button allows you to create a duplicate of the selected contact list. This is particularly useful when you want to replicate a list for a new campaign without manually recreating all the settings and contacts. The duplicated list can then be edited or modified as needed.
Update Button (Pencil icon):
The update button allows you to edit or update the existing details of the contact list. You can change the name, description, or other settings associated with the list. This is helpful when modifications are needed after the list has already been created.
Import Button (Import icon):
The import button lets you bring in new contacts into the existing list. Clicking this will allow you to import contacts from a file (such as a CSV) or a third-party source. It simplifies the process of adding large numbers of contacts in one action.
Archive Button (Box icon):
This button archives the contact list, meaning it will no longer be active for sending campaigns, but it is not deleted. Archiving is useful for preserving the data while keeping the list out of the active view. You can restore archived lists at any time if needed.
Delete Button (Trash Bin icon):
This button permanently deletes the contact list from your account. Once deleted, the action cannot be undone, so be cautious when using this option. It is designed to remove lists that are no longer needed.
Options Button (Gear icon):
The gear icon reveals additional settings for the contact list, such as advanced options to show or hide certain fields in the list view. It helps in customizing the list layout to your preferences and optimising how the data is displayed in your dashboard.
At the top of the dashboard, you’ll find several buttons for managing your contact lists:
All Subscribers: Clicking this button will display a comprehensive view of all the subscribers across all your contact lists. This is useful for seeing your entire subscriber base at a glance, regardless of which list they are part of.
Create New: Use this button to create a new contact list. Clicking it will open a form where you can name your list, provide additional details, and begin adding contacts.
Archived Lists: This button takes you to a section where you can view and manage any lists you’ve archived. Archived lists are not active but are stored for potential future use.
Export: This feature allows you to export your contact lists into a CSV or another file format. This can be useful for data backup or transferring your contact data to another platform.
Refresh: Clicking the Refresh button will reload the page and update the contact list view, ensuring that any changes made to your lists are reflected in real-time.
With these features, managing your contact lists in SenderWiz is both simple and efficient, giving you full control over your audience and ensuring optimal engagement for your email campaigns.
Click on Create New button.
