Mailing lists & contacts

A mailing list is a named set of people you email. Build lists from your contacts and CRM records, segment them by what you know, and read each list's health counters before you send. Two kinds of opt-out are honored automatically at send time: a person can leave one list, or land on the workspace blocklist that stops every send to their address.

Build a mailing list

A mailing list is a named group of contacts. Open Email Marketing, go to Mailing Lists, and create one. Name it for who's on it, such as "Newsletter" or "Past customers."

  1. Add contacts by hand, or import them from a spreadsheet.
  2. Pull contacts in from another list to merge audiences.
  3. Give the list a clear name and description so anyone sending knows who's on it.

A contact can sit on more than one list. You decide which list a campaign goes to when you send.

Segment your contacts and CRM

You don't have to email everyone. Filter your contact records by city, tag, language, or any field you store, and save that filter as the recipient set for a campaign.

The same works against your CRM. Target contacts tied to a stage, a salesperson, or a deal size, then send to that slice. See CRM for how leads and contacts connect.

Check a list's health before you send

Each list shows counters at a glance: total contacts, how many have a valid email, how many opted out, and how many are on the blocklist. It also shows the share of the list that has opted out, been blocklisted, or bounced.

Read those numbers before every campaign. High opt-out, blocklist, or bounce percentages point to a stale or bought list. Clean it before you send. Bad lists bounce, and bounces hurt the deliverability of every campaign that follows. Opted-out and blocklisted addresses are skipped automatically at send time, so a list full of them still signals a bad source even though the mail never reaches them.

Unsubscribes and the blocklist

Every campaign carries a one-click unsubscribe link. Leave it in place; removing it breaks trust with mailbox providers and with the reader.

What the link does depends on how you sent the campaign:

  • Sent to a mailing list. Clicking unsubscribe takes the person off that campaign's lists. They stay on any other list they're on. The unsubscribe page also offers a "no more email at all" choice, which adds the address to the workspace blocklist.
  • Sent to a filtered set of records. Clicking unsubscribe adds the address to the workspace blocklist directly.

The blocklist blocks every future send to that address, on every list. A per-list opt-out and a blocklist entry are both applied automatically at send time, so an opt-out stays an opt-out.

Review the blocklist under Email Marketing → Configuration → Blacklisted Email Addresses. Add an address to stop mailing it, or remove one when a person asks to rejoin.

Opt people out rather than deleting them. Deleting a contact loses the record of the opt-out and lets the same address be added again later.

Collect signups from your website

Marking a list as shown in preferences (the public flag) lets subscribers see and manage it on their own subscription page. It does not build a signup form and does not control whether a website signup box works. Keep internal and outreach lists non-public so recipients can't see or join them.

To gather subscribers from your site, add a signup block to a page and point it at a mailing list of its own.

Last reviewed: 2026-07-21

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