Contacts & Lists

Contacts are the foundation of your email outreach. Every campaign and sequence sends to contacts stored in your account. Each contact record holds key information — name, email address, company, job title, and any custom fields you define. Keeping your contact data clean and well-organised directly impacts your deliverability and response rates. The contacts section gives you a centralised view of everyone in your database with search, filtering, and bulk actions.

To import contacts, go to Email > Contacts and click 'Import'. Upload a CSV file with columns for email, first name, last name, company, and any other fields you track. The importer maps your CSV columns to contact fields automatically, but you can adjust the mapping before confirming. Duplicate emails are detected and skipped by default, or you can choose to update existing records with new data. After import, your contacts are verified automatically to flag invalid or risky email addresses before you send.

Lists let you group contacts for specific campaigns or sequences. Create lists based on source (e.g., 'Trade Show Leads'), purpose (e.g., 'Monthly Newsletter'), or any criteria that fits your workflow. A single contact can belong to multiple lists without creating duplicates. Manage list membership manually or let the platform add contacts automatically when they are imported or discovered through lead search. Keep your lists focused — smaller, well-targeted lists consistently outperform large, unfocused ones.

Segments are dynamic groups that update automatically based on rules you define. Unlike static lists, segments recalculate their membership in real time. Create segments using conditions like 'opened last campaign', 'company size over 50', 'located in London', or 'has not been contacted in 30 days'. Combine multiple conditions with AND/OR logic for precise targeting. Use segments to send follow-up campaigns only to engaged contacts, re-engage inactive leads, or exclude recent recipients from new sends.