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e3 Help > Site Administration > Email Marketing > Lists and Segments
Lists and Segments

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Lists

A List(Mailing List) are a static grouping of contacts that are managed by an Administrator of the Email Marketing Module or by the Email Campaign recipients via a Subscription Manage Preferences form. Lists are generally used for grouping specific contacts who don't share similar criteria and therefore cannot be grouped utilizing a filter. Examples of such lists inlcude, Club Employees, Board Members, E-mail Editors, Interest Groups etc.

From within the Lists and Segments section, the Mailing Lists tab displays all of the lists you have previously created as well providing the abiltiy to create additional ones. All lists will display the number of active contacts, which includes contacts who have a status of subscribed and soft bounce, as well as total contacts, which additionally includes contacts with an unsubscribed and hard bounce status. Clicking on the number will display the specific contacts that are in the list.

 


Creating a List

Once you have clicked on the Mailing Lists tab, you can create a new list by clicking on the orange ‘New Mailing List’ Button 
 

A pop-up window will brought and will allow you to enter in the following details for the list:
  • Mailing List Name: Create a name for the list.
  • Visible in Forms: You want to keep the ‘Visible in Forms’ box checked if you want to provide your clients with the option of being able to subscribe or unsubscribe themselves from this specific list.
    • Note: If you are making an employee list, proof read list, or a board members list, you’ll want to leave that box unchecked. These are internal lists and don’t want other contacts adding themselves to these.
  • Description: The Description is optional and used for internal purposes only. You can include a description if the name of the list is not clear.
Once you are satisfied with details, click on OK to save the list. You can now start adding contacts to your list.


Adding Contacts to a List

In order to add Contacts to a List you will need to follow these steps:
  1. Click on the Contacts menu on the left
  2. Locate the contacts you wish to add by utilizing the search functions located above each field or clicking on the page numbers listed at the bottom, 
  3. Click on the checkbox next to the contacts you wish to add
  4. Click the ‘Add to Mailing’ List button 
  5. Select the Mailing List you wish to add the contact(s) to
  6. Click on the 'Add to List(s)' button to add them to the list 


Removing Contacts from a List

Contacts can be removed from a Mailing List en masse via Editing the List or Editing the Mailings List(s) a contact is apart of via their Contact Profile

Removing multiple Contacts by Editing the List
  1. Click on the List and Segments menu
  2. Click on the Mailing Lists tab
  3. Click on the List you wish to edit
  4. Click the checkbox next to the contacts you wish to remove
  5. Click the 'More' button located abvoe the contact selections screen
  6. Select the 'Remove from Mailing List' option
  7. From the Mailing List window, click on the 'Remove From List(s)' button

Removing a Contact from a list via their Contact Profile
  1. Click on the Contacts menu on the left
  2. Locate the Contact you wish to remove and click on their email address
  3. From their Contact Profile click on the Mailing Lists tab
  4. Uncheck the Mailing Lists you wish to remove them from and click 'Save and Close'

Note: DO NOT click on the ‘Delete’ button at the top of the contact list. If you click on ‘Delete’, the specific contact(s) that you have chosen will be completely removed and they will not be included in future Email Campaigns that you send out using Email Marketing. If contacts have been deleted in error you can contact the Web Support team for assistance on adding them back.


Segments

Segments are groups of contacts defined by criteria that you specify. Contacts added to a Segement cannot be updated manually as they are specifically controlled by the critera they were created with. There are two types of Segments that can be created which are Static Segments and Dynamic Segments

Static Segments

A static segment is a group of contacts who match criteria you specify when creating the segment. Once the segment is created, you can’t edit it nor will additonal contacts be included in the segment later. Static segments are best used as advanced mailing lists. For example, you may want to group a specific set of contacts for a particular email campaign and have the ability to review the criteria for creating that group at a later time.

Dynamic Segments

A dynamic segment is a group of contacts who match criteria when an email campaign is sent, ensuring that it's sent to all recipients who currently meet the segment criteria. You can edit the criteria for a dynamic segment at any time. As new contacts and are added and removed, or existing contacts now meet or no longer meet the segement critera, the number contacts in the segment will be updated accordingly.


Create a Segment

  1. From the Lists and Segments menu, click on the Segments tab.
  2. ​Click New Segment.
  3. Select a Filter Type
  4. Select the rules to be used with this Filter Type
  5. Once you are satisfied click on the 'up-to-date count'  button to see the number contacts associated with the Filter Group(s)
  6. Then click Next


The next step will allow you to classify the segment
  1. Enter in a Segment name
  2. Select the Segment type from the drop-down list
  3. Enter in a Description for the segment(optional)
  4. Click on Finish once you are satisfied

 

 

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