Subscriber Management & Signup Forms

Your subscribers are the people your organization is allowed to email. They live at Admin → Marketing → Audience & Segments → Subscribers. This guide covers reading the list, adding and importing people, working on many at once, and collecting new subscribers from your website.

Read the list

The Subscribers page shows every contact with their email, name, status, tags and signup date. Above the table are a search box, a status filter, a source filter and a tag filter. The count under the filters tells you how many match, out of how many you have.

The source filter distinguishes where a subscriber came from: Import, Signup Form, Added by Admin, Platform Sync and Checkout.

On a phone the table becomes a card per subscriber, so the same filtering and selection work from the gallery floor.

The four statuses

Active is the only status that receives campaigns. The subscriber opted in and is confirmed.

Pending has not confirmed yet. Someone who signs up through a form stays Pending until they click the confirmation link, and Pending subscribers are not mailed.

Unsubscribed asked to stop. They are never mailed again, and no import can move them back.

Bounced could not be delivered to, or was marked as cleaned by a previous provider. Also never mailed again.

The last two are permanent by design. Reviving an opt-out damages your sender reputation and, in Australia and New Zealand, breaks the law.

Add one person

Select Add Subscriber, enter the address, add tags if you want, and save. Use this for a contact who asked you directly to be added. It is not a way around consent: you still need a lawful basis for the address you type in.

Import a list

Select Import to open Import Subscribers. It has two tabs, Generic CSV and Mailchimp, and both run the same five steps: Upload, Map Fields, Preview, Import and Results.

Self-serve imports accept files up to 5 MB and 5,000 rows. Larger lists should be split, or handed to support.

On the preview step you must tick the consent attestation before the import will run. It states that every contact gave consent to receive marketing email from your organization, that you have a lawful basis and a record of that consent, and that none of the addresses were purchased, rented or scraped. This is a hard gate, not a formality.

The preview also reports duplicate rows inside your file. Where the same address appears twice, the last occurrence wins. Addresses already on your list are updated rather than added again.

You can apply tags to everyone in an import, then build a segment from that tag afterwards, which gives you a clean way to mail exactly the group you just brought in.

Coming from Mailchimp? See Importing Your Audience from Mailchimp for which export files to use and what carries across.

Work on many subscribers at once

Filter the table to the people you mean, then select them. Ticking the header checkbox selects the page, and a banner then offers Select all N matching, which extends the selection across every page of the current filter.

The action bar at the bottom offers:

• Add to list puts the selection into a named list, existing or new.
• Add tags applies one or more tags.
• Remove tags takes them away.

When you have chosen "select all matching", the action runs against the filter itself rather than a stored list of rows, so it always acts on what matches at the moment you confirm. Filter-wide actions cover up to 5,000 subscribers at a time, an explicit selection up to 500, and a subscriber can carry up to 20 tags.

Export CSV downloads the current filter. To take away one segment instead, use the Export CSV button on that segment.

To remove a single subscriber, use Remove in their row menu. Reserve it for genuine mistakes: an unsubscribe is a record worth keeping, not a row to delete.

Signup forms

Admin → Marketing → Signup Forms builds the forms you embed on your own website. Select Create form, then edit its fields, its heading and the tags it applies. Apply Brand & Identity pulls in your organization's colors and fonts.

Embed Your Signup Form gives you the code in five flavors: Simple Embed, Script, WordPress, Squarespace and Direct Link. Paste the one that suits your site.

Form signups use double opt-in. The subscriber is created as Pending, receives a confirmation email, and becomes Active when they click the link. Someone who is already Active is not mailed again, and a bounced address is never re-confirmed. This is the cleanest way to grow a list, because the consent record is created for you.

Unsubscribes and compliance

Every campaign carries an unsubscribe link and a one-click unsubscribe header, so a recipient can leave from their mail app without opening your email. An unsubscribe takes effect immediately and permanently.

Email law differs by country. CAN-SPAM in the United States requires a working unsubscribe and prompt removal. Australia's Spam Act 2003 and New Zealand's Unsolicited Electronic Messages Act 2007 go further: consent is required before you send, not an opt-out afterwards. Crafted Call records how each subscriber opted in and honors unsubscribes automatically, but meeting your own obligations is still your responsibility. See Email Consent by Country.

Keeping the list healthy

Bounced and unsubscribed contacts are already excluded from every send, so they cost you nothing but a number on a dashboard. What is worth attention is the group who never open anything. Build a segment on Last Activity or Open Rate, send them one email that asks plainly whether they want to stay, and let the rest go quiet. A smaller engaged list delivers better than a large indifferent one.

Where to go next

• Segments, Lists and A/B Testing to group subscribers and target them.
• Email Campaign Basics to send to them.
• Sending Email From Your Own Domain to send as your own address.