Lists and Subscription Preferences
Manage contacts, send focused campaigns, and give your audience control over their emails.
Many organisations send a regular Newsletter to their customers, but they also want to send a separate, regular cadence of email updates to their members, or another group of stakeholders or clients about a separate topic.
With lists, you can create a list for each of your communication needs, and offer contacts the ability to opt-in and opt-out of each individually.
Creating Lists
To create your first lists, head to Project Settings > Contacts
Each list can be detailed with an internal-facing name and description. You can also set public-facing settings: name/description/visibility to end-users.
Example of a Public List:
Example of a Private List:
Lists are shown at the top of the sidebar in EcoSend Contacts, above Smart Groups.
You can also create a list filter, by heading to Add a Filter > Subscribed to List [name of list]
Adding Users to Lists
Bulk Add Smart Groups
To bulk add a Smart Group of users to your chosen list, simply select the Smart Group followed by Actions > Add to List > Select list from dropdown
Add Individual Profiles to Lists
Click into the user's profile, followed by the Subscribed to emails dropdown, and toggle which lists to subscribe or unsubscribe the user from.
Upload Profiles via CSV or Mailchimp Import to Lists
You can also directly import users onto a list via CSV or Mailchimp Import, by using the dropdown from Add contacts to Lists, and selecting one or multiple lists from the dropdown.
Add Submissions to Lists from EcoSend Forms (Agent side)
You can select for users to sign-up to one or more lists when submitted an EcoSend Form, under the Advanced Options settings of your Form.
Add submissions to Lists from EcoSend Forms (User side)
You can also allow your end-users to select which email lists they would like to be entered into when submitting a Form, by adding the custom field Email List Subscription.
Embedding Subscription Preference Centre in Emails
When composing an email, you can insert a link to manage subscription preferences, just as you would with the global {{unsubscribe_url}}.
The syntax to deploy Subscription Preference Centre is {{update_preferences}} and is also available in the preset Special Links in the Message Composer Editor.
Simply select the text, then click the hyperlink icon to deploy the Special Links dropdown.
Subscription Preference Centre (User View)
Your recipients will be able to click into the Subscription Preference Centre from the Subscription Preferences link in your email Footer.
From here, they will be able to subscribe to any visible lists, and/or unsubscribe from any lists they are currently subscribed to.
