Define your Audience

📘

API

Sending Type

Define the sending type choosing one option between 3 possibilities:

1. Send Now

Sending the email right now. Once you click, the system will ask you again in another pop-up that you will need to confirm.

2. Schedule

You can schedule your email selecting date and time. Only it is necessary to click and then a calendar appears to choose the data. Then a watch appears to choose the time, please select PM or AM to clarify evening/night or morning, respectively.

Audiences

3. Enable for Customer Journey

If you select this option, this email campaign will be used in the design of a Customer Journey and its sending will be disabled from this section. Don´t forget to click on the green button below.

Customer Journey

Audience type

1. Send to all

The sending of email will be sent to all database. You can include a blacklist (which can be created in the Audiences > List of Contacts menu) to exclude specific email addresses from the campaign delivery.

All database

2. Specific shipment (.CSV)

Click on the the Update .CSV button to upload the file. Once it is uploaded, you are ready to send the email or schedule it.

Mandatory field

The email account is a mandatory field so you can use it as a customer identifier. You can upload a .CSV with the email field and its variables (see example).

If you want to use variables, remember that you also need to upload these fields. For example, to write "Hi [[var:name]]! We have discounts in our **[[var:city]]**store, are you going to miss them?". The result is "Hi Tom! We have discounts in our Madrid store, are you going to miss them?".

For example, using these fields:

email, name, city
[email protected], Tom, Madrid
[email protected], Sarah, London
......

You can also use your own identifiers (for example, user ID) to create the list in .CSV format. In this case, you must upload the .CSV file with the externalCode field as header (first line) and your identifiers in each of the other lines.

externalCode, name, city
[email protected], Paul, Madrid
[email protected], Mary, London
......

Update .CSV

Additionally, there is a section to add a contact list (which can be created in the Audiences > List of Contacts menu) to act as a blacklist; the campaign will not be sent to any email address on that list. Furthermore, in the Advanced settings, you can enable an option** to prevent duplicate emails **from being sent to the same recipient.

3. Send to contact list

Choose the list of contacts to send your email. Once it is selected, you are ready to send the email or schedule it.
You can include a blacklist (which can be created in the Audiences > List of Contacts menu) to exclude specific email addresses from the campaign delivery.

Contact List

You have created previously the contact list from the Audience tab. We explain in detail how to create contact lists and contacts:

4. Individual Send

For individual delivery, type the email address into the Recipient field.

Contact Lists

Contact list for massive mailings by email. On the menu Audience > Email/Contact Lists you can create lists to send your campaigns.

Only you pulse on the New button and write the name for the list and its type, choosing between Email and External Code. Both fields are necessary when you create the new contacts as you can see below.

Creating Email

Once the list is created, then you can add the emails and external codes writing on the field or uploading a .CSV file as the image below shows:

Email field

Contacts

In the section Audiences / Email / Contacts, you can manage all of your email contacts. From here, you can view your contact list, check their validation and subscription status, and perform bulk actions.

Email Contacts

Top Menu Actions

In the top right corner of the screen, you will find three primary action buttons:

  • Download contacts (.csv): Click this button to export and download your entire contact list as a CSV file.
  • Unsubscribe contacts: Use this option to bulk-unsubscribe users. You will need to upload a .csv document. Note: The file must contain a column specifically named email with the email addresses you wish to unsubscribe. Optionally, you can include a second column named externalCode.
unsubscribe contacts
  • Add contacts: You can add new contacts to your audience in two ways:

    1. CSV Upload: Upload a .csv file containing your new contacts. The file must include a column named email (you can optionally include an externalCode column).
    2. Manual Entry: Add a new contact manually by directly typing in their email address.
    Adding contacts

Managing Your Contacts

The main dashboard displays a list of all your contacts with the following fields:

  • Email: The contact's email address.

  • Email validation: Displays the current validation status of the email address. The status will show as Valid, Pending, or Invalid.

  • ExternalCode: An optional identifier used to link the contact with external databases or CRMs.

  • Subscription status: Indicates whether the contact is currently Subscribed or Unsubscribed.

  • Individual Contact Actions. At the far right of each contact row, click the three-dot menu (⋮) to open the action options for that specific user. From this menu, you can:

    1. Edit: Modify the contact's details.
    2. Delete: Permanently remove the contact from your list.
    3. View info: See detailed information about the contact. Please note that you can copy the Contact ID directly from this section.
    info email