Audience

#Contacts

Where to find it: Marketing › Audience. Address: app.postal.so/audience.

The Contacts tab lists everyone on the team. Contacts come in through manual entry, CSV import, forms, the API, a CRM connection and automations. The email identifies the contact: no two contacts on the team share the same address.

Whoever receives a transactional email from you also enters here, automatically, as an Unconfirmed contact, and only receives marketing after you confirm. See Automatic audience from transactional emails.

Tab buttons

Toolbar

Columns

Contact details

Clicking a contact opens their page, with a Contacts button to go back.

See also: Contacts (API) · Email marketing: consent and unsubscribing.

#Filters

Almost every list in the dashboard has a single Filters button (a sliders icon) in the toolbar. It keeps all of the screen’s filters in one panel, so the bar stays short even on screens with many filters.

How to use it

1. Click Filters. On mobile, the panel slides up as a sheet attached to the bottom of the screen.
2. Each filter is a row with a name and a list; the first option in the list turns the filter off (for example, All statuses). Pick the value. The list of contacts, emails or whatever it is updates right away.
3. Active filters take the accent color and get an X (Clear ...) to turn off just that one.
4. At the bottom of the panel, Clear filters turns them all off at once. It is disabled when no filter is on.
5. Click outside the panel, or press Esc, to close it.

What the button shows

• With no filters on, just the name Filters.
• With filters on, a dot with the count and a highlighted outline. With a single filter on, its value appears next to it (on wide screens). Hovering over the button lists all of them (for example, "Status: Bounce").
• At the top of the panel, the summary says No filters applied, 1 filter applied or N filters applied.

What stays outside the panel

The main controls are always in view, next to the button: the search and the Period selector (in the lists that have one). Clear filters does not clear the search. Filters with nothing to choose from disappear from the panel: with no segment created, for example, the segment filter does not appear.

Where it appears

#Bulk actions on contacts

Select several contacts and apply an action to all of them at once: subscribe to a topic, add tags, change segment, verify emails, unsubscribe, resubscribe, export or delete. You can select the page, or all the contacts that match the filters, even if there are thousands. It works in the Contacts tab.

Choosing the contacts

1. Use the checkbox on each row, or the one in the header (Select all contacts on this page). With Shift you select a range of rows. The selection is kept when you change pages.
2. If there are more contacts than the page shows, a banner appears under the bar: "50 contacts on this page are selected." with the link Select all 52,300 contacts (or Select all 1,204 contacts that match these filters, if there are filters). The number is the exact count (Counting contacts… while it calculates).
3. After you click that link, the banner says All 1,204 contacts are selected. Unchecking a row removes that contact from the selection (N unchecked) and the total goes down. Clear selection undoes everything.

There are limits: you can select up to 1,000 contacts one by one (above that, use "select all that match the filters") and uncheck up to 5,000 after selecting all (above that, narrow the filters). One action accepts up to 200,000 contacts.

The action bar

With contacts selected, the search and filter bar gives way to a bar that says N selected and has Clear (the Esc key also works, when no window, menu or text field is in use). On mobile, the bar sticks to the bottom of the screen and shows only icons.

Track, cancel and check the result

• Small actions (up to 200 contacts) finish right away. Larger ones run in the background: a card at the top of the tab shows what is being done (Deleting contacts…, Adding tags…), the progress (3,200 / 12,345) and a bar with the percentage. You can leave the screen: the card comes back, even after reloading the page.
• Cancel finishes the chunk already in progress and keeps what was already done (the card changes to Canceling… and then Operation canceled).
• Your team can run one bulk operation at a time. While one is running, the actions are disabled, with the notice An operation is in progress. Wait for it to finish before starting another.
• At the end, a notice sums up the result (for example, 1,150 changed · 50 skipped · 2 failed). Skipped ones were already in the final state (those that already had the tag, for example). If there were failures, the card shows See errors (N), which lists the first contacts that failed, until you tap Dismiss.
• If the operation does not finish, the card says The operation did not finish: what was already done was kept and, when you try again, whatever is already in the final state is skipped.
• If the number of contacts changed between the moment you saw it and the moment you confirmed (for example, an import finished), the dashboard asks: The selection changed from X to Y contacts. Continue with Y?

See also: Email validation · Contacts (API) · Exports.

#Import contacts

Where to find it: Marketing › Audience › Import CSV. Address: app.postal.so/audience.

Brings in contacts from a CSV spreadsheet. Existing contacts are updated by email, not duplicated. Addresses on the suppression list are skipped, and your plan limits the total number of contacts.

1. Click Import CSV and choose the file (Choose a CSV file). The file must have a header row, be separated by commas or semicolons and be up to 20 MB; larger ones must be split. If you don't have a spreadsheet ready, Download template (CSV) gives you one with the columns of your properties.
2. Under Columns, match each field to a column in the file. Only Email is required. The others: First name, Last name, Unsubscribed (yes/no), Tags (comma separated) and one row for each property. Don't import skips a field. The dashboard suggests the matches from the column names.
3. Check the Import preview, with the first rows already mapped.
4. If you want, choose Add to segment (only static ones take imported contacts) and the topics under Subscribe to topics.
5. Decide whether to turn on Start automations for the imported contacts: it starts the "Contact created", "Added to a segment" and "Tag added" automations, as the API does. With large files this can start many automations and send many emails, started gradually and counted toward your plan's monthly run limit. The default is off.
6. Click Import.

The import runs in the background, and the task card in the corner shows Importing contacts with the progress (N of M rows). At the end, the summary shows how many were new, updated and skipped, how many addresses were skipped for being on the suppression list and the Rows with errors (with the row number). If your plan's contact limit runs out midway, the rest of the file is not imported; when your plan allows it, turning on Keep adding contacts above the plan limit in Billing lets you import the rest (the extra contacts are billed). If your marketing plan offers the Contacts add-on, adding packs also raises the limit.

See also: Contact import (API) · Properties.

#Segments

Where to find it: Marketing › Audience › Segments. Address: app.postal.so/audience/segments.

A segment is a list of contacts to target broadcasts, automations and forms. A contact can be in several. There are two kinds:

List

Dynamic segment editor

The filters are groups of conditions. Within each group, choose whether the contact must match all or any of the conditions; between groups, the link is AND or OR (one click toggles it). There are at most 10 groups and 20 conditions. Each condition picks the kind, the field, the operator and the value:

The Preview on the right counts, in real time, how many contacts match the filters now and shows the Newest; until the conditions are complete, it asks you to complete them. Convert to static turns whoever matches now into the segment's list, which stops changing on its own (and makes the segment available to be merged).

Merge audiences

Merge opens a four-step wizard to combine static segments into one, without repeating anyone:

See also: Segments (API) · Dynamic segments · Merge (API).

#Tags

Where to find it: Marketing › Audience › Tags. Address: app.postal.so/audience/tags.

Tags label contacts with what you know about them: engaged, VIP customer, hot lead. They work in filters, in dynamic segments and as a trigger or condition in automations. A tag is born here, on a contact, in an import (tags column) or in an automation.

See also: Tags (API).

#Topics

Where to find it: Marketing › Audience › Topics. Address: app.postal.so/audience/topics.

Topics are subjects people choose to receive, like "Product news" or "Offers". With topics, each contact decides what to receive without leaving the whole list. A broadcast can be limited to one topic, and public topics appear on the preferences page that the unsubscribe link opens.

See also: Topics (API) · Topics and consent.

#Properties

Where to find it: Marketing › Audience › Properties. Address: app.postal.so/audience/properties.

Properties are extra contact fields, like company or plan. They are used to import, collect in forms, filter segments and personalize broadcasts ({{{contact.empresa}}}).

Each property's menu has Edit default value and Delete (the value is erased from all contacts). At the top, the total (N properties).

See also: Properties (API).