Contacts & segments

Contacts

Contacts are the people you email. Each contact has an email address plus any attributes you bring — name, plan, signup date, activity, and custom fields you define.

Importing contacts

1. Open Contacts → Import.
2. Upload a CSV or connect a source.
3. Map your columns to contact fields.
4. Review the validation summary, then import.

The importer checks addresses as they come in, flagging invalid, disposable, and risky emails so you do not damage your reputation on bad data. Duplicates are merged rather than doubled.

List hygiene

Clean lists send better. Remove hard bounces, suppress chronic non-openers, and always honor unsubscribes. Good hygiene directly improves deliverability.

Segments

A segment is a saved filter over your contacts. It answers “who should receive this?” and is what a funnel targets.

Building a segment

Combine conditions on contact attributes and behavior, for example:

• plan = trial and signed_up within last 7 days
• has_opened = true and has_clicked = false
• country = US or country = CA

Segments update live — as contacts change, they move in and out automatically, so a funnel targeting a segment always reaches the right people.

Using segments in funnels

When you activate a funnel, you pick the segment that enters it. Narrow, well-defined segments outperform broad blasts: they lift engagement and protect your sender reputation.

Tips

• Start with a few broad segments, then split them as you learn what converts.
• Name segments by intent (“Trial, not activated”) so they are obvious later.
• Segment to your most engaged contacts when warming a new domain.

Next steps

• Put a segment to work: Build a funnel.
• Protect placement: Deliverability.