Contacts, lists, and segments

Mental model

Object	What it is
Contact	A person (email + fields) owned by one client
List	Manual membership — imports, forms, and hand-adds
Segment	Dynamic membership from rules (e.g. tagged vip and opened in 30d)
Suppression	Do-not-mail — never campaigned again until cleared

Always work inside the correct client via the workspace switcher.

Lists

1. Contacts → Lists → New list.
2. Add people via import, form mapping, or contact detail → Add to list.
3. Use lists for evergreen audiences (newsletter, customers).

Segments

1. Contacts → Segments → New segment.
2. Combine rules with AND/OR (tags, fields, engagement).
3. Save — membership recalculates as data changes.
4. Prefer segments for behavior-based campaigns so you don’t re-import every week.

Contact detail

Open a contact to edit fields, see timeline events (opens/clicks when tracking is healthy), list membership, and suppression state.

Hygiene

• Hard bounces and complaints auto-suppress — see Suppressions.
• Don’t delete engaged contacts just to “clean” — suppress or unsubscribe instead.