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  • Understand segments page

    Learn about the Segments page in Sender and how to navigate its features for creating and managing contact segments.

    What is the Segments Page?

    The Segments page is your central hub for creating, viewing, and managing all your contact segments. It allows you to build dynamic filtered lists based on specific criteria like engagement, behavior, demographics, and custom attributes.

    Accessing the Segments Page

    To access the Segments page:

    • Click on Subscribers in the left navigation menu
    • Select Segments from the submenu
    • You’ll see your segments overview

    The Segments Page Interface

    Main Components of the Segments Page

    Page Header

    At the top of the page, you’ll find:

    • Back to Subscribers button – Returns you to the main subscribers list
    • Segments title – Confirms you’re on the segments page
    • Help icon – Access documentation and support
    • Notifications – View system notifications
    • Account menu – Access your account settings

    Search and Filter Bar

    Located below the header:

    • Filter segments search box – Quickly find specific segments by name
    • Search through your existing segments to locate the one you need

    Create New Segment Button

    On the right side of the page:

    • “Create new segment” button – Click to start building a new segment
    • Opens the segment creation interface with advanced filtering options

    Segments List

    The main area displays all your existing segments:

    • Segment names and descriptions
    • Contact count for each segment
    • Creation date and last modified information
    • Quick access to edit or view each segment

    Creating a New Segment

    When you click “Create new segment”, you’ll access:

    Advanced Filter Interface

    The filtering system where you can:

    • Select condition categories (Subscription Status, Subscriber Details, Campaign Activity, etc.)
    • Choose specific conditions within each category
    • Set parameters for each condition
    • Add multiple conditions using “Add condition”
    • Create alternative condition sets using “Add another set of conditions”

    Filter Preview

    As you build your segment:

    • View the number of contacts matching your criteria in real-time
    • See a preview of contacts who meet the conditions
    • Verify your segment before saving

    Segment Actions

    After creating your segment:

    • Save the segment with a descriptive name
    • Edit segment conditions at any time
    • Delete segments you no longer need

    Navigation Tips

    Finding Segments Quickly

    Use the filter search box to locate segments by:

    • Segment name
    • Keywords in the description
    • Partial name matches

    Organizing Your Segments

    Keep your segments page organized by:

    • Using clear, descriptive names
    • Including dates or version numbers when relevant
    • Archiving or deleting unused segments
    • Grouping similar segments with consistent naming conventions

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Segmentation conditions list

    Explore all the filtering options available in Sender to create precise contact segments for targeted campaigns.

    What Are Segmentation Conditions?

    Segmentation conditions are the criteria you use to filter and organize your contacts. By combining different conditions, you can create highly specific segments that match your campaign targeting needs.

    Accessing Segmentation Filters

    To use segmentation conditions:

    • Go to Subscribers > Segments
    • Click “Create new segment”
    • Open the Advanced filter dropdown
    • Select from available condition categories

    Available Condition Categories

    Subscription Status

    Filter contacts based on their subscription type and status:

    • Email – Subscribed to email communications
    • Transactional Email – Can receive transactional emails
    • SMS – Subscribed to SMS messages
    • Transactional SMS – Can receive transactional SMS

    Subscriber Details

    Create segments using contact information and profile data:

    • Group membership – Belongs to or doesn’t belong to specific groups
    • Email address – Filter by email patterns or domains
    • Phone number – Contacts with or without phone numbers
    • Created date – When contacts joined your list
    • Subscribers location – Geographic targeting by country, region, or city

    Campaign Activity

    Segment based on email engagement and behavior:

    • Sent – Received specific campaigns
    • Opened – Opened one or more campaigns
    • Clicked – Clicked links in campaigns
    • Unsubscribed from emails – Opted out of communications
    • Was inactive – No engagement for a specified period

    SMS Campaign Activity

    • Was sent to – Received SMS campaigns
    • Clicked – Clicked links in SMS message

    E-commerce Metrics

    Create segments based on purchase behavior and customer value:

    • Placed an order – Made a purchase
    • Total lifetime spend – Customer lifetime value ranges
    • Quantity of products per basket – Average order size
    • Ordered specific product – Purchased particular items
    • Order refunded – Returned orders
    • Order value – Purchase amount filters

    Abandoned Cart

    Target potential customers based on cart behavior:

    • Checkout started – Began but didn’t complete purchase
    • Returned through email – Came back via email link

    Custom Fields

    Filter by any custom attributes you’ve created:

    • Any custom field you’ve added to your contacts
    • Filter by field values, presence, or absence

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Manage duplicates across lists

    Learn how Sender handles contacts who appear in multiple groups and best practices for organizing your contact lists.

    Understanding Contacts in Multiple Groups

    In Sender, a single contact can belong to multiple groups simultaneously. This flexibility allows you to organize contacts based on different criteria like customer status, interests, location, or engagement level.

    How Sender Handles Duplicates

    Automatic Deduplication

    Sender automatically prevents sending duplicate emails to the same email address. Even if a contact appears in multiple groups that you’ve selected for a campaign, they will only receive one copy of the email.

    Example:

    • Contact Jane belongs to both “Newsletter Subscribers” and “VIP Customers”
    • You send a campaign to both groups
    • Jane receives only one email, not two

    This built-in protection ensures your subscribers never receive duplicate messages from a single campaign.

    Benefits of Multiple Group Memberships

    Flexible Organization

    Assign contacts to multiple groups based on different attributes:

    • Customer status (Lead, Customer, VIP)
    • Product interests (Electronics, Clothing, Home Goods)
    • Geographic location (North America, Europe, Asia)
    • Engagement level (Active, Moderate, Low)

    Better Targeting

    Select multiple relevant groups for campaigns knowing Sender will handle deduplication:

    • Send to “Customers” AND “Product A Buyers” without worrying about duplicates
    • Target “Newsletter Subscribers” AND “Event Attendees” in one campaign
    • Combine geographic and interest-based groups seamlessly

    Simplified Campaign Creation

    No need to manually exclude contacts or worry about overlap. Simply select all relevant groups and Sender ensures each contact receives only one email.

    Best Practices for Group Organization

    Create Purpose-Specific Groups

    • Status-based: Leads, Customers, VIP Members
    • Interest-based: Product categories, content topics
    • Behavior-based: Active, Inactive, Recent purchasers
    • Geographic: Regions, countries, cities

    Use Descriptive Names

    • “Newsletter Subscribers”
    • “Webinar Registrants – Q4 2025”
    • “VIP Customers – Lifetime Value $500+”
    • “Product Launch Interest – New Collection”

    Avoid Redundant Groups

    While multiple memberships are fine, avoid creating unnecessary overlap:

    • Don’t create “All Customers” and “Every Customer” groups
    • Combine similar purposes into single groups
    • Use segments for complex filtering instead of creating many overlapping groups

    Document Group Purposes

    Keep notes on what each group represents and when to use it. This helps maintain consistency, especially when working with a team.

    Common Scenarios of using Multiple Groups

    Product Launch

    Select multiple relevant groups:

    • “All Customers”
    • “Product Category Interest”
    • “Active Email Subscribers”

    Result: Each contact receives one email, regardless of how many groups they’re in.

    Event Invitation

    Target broad audience:

    • “Newsletter Subscribers”
    • “Past Event Attendees”
    • “VIP Members”

    Result: No duplicates, maximum reach for your event.

    Tips for Success

    • Take advantage of Sender’s automatic deduplication by freely assigning contacts to relevant groups
    • Review group memberships periodically to ensure accuracy
    • Remove contacts from groups when they’re no longer relevant
    • Use consistent naming conventions across all groups
    • Combine groups in campaigns without hesitation – duplicates are automatically handled
    • Focus on logical organization rather than worrying about overlap

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Organize contacts into lists

    Learn how to add, move, and remove contacts from your groups to keep your subscriber lists organized and up-to-date.

    Managing Contact Group Membership

    Organizing your contacts into the right groups ensures you send targeted, relevant campaigns to the appropriate audiences. Sender makes it easy to add contacts to groups, move them between groups, and remove them when needed.

    Adding Contacts to Groups

    Method 1: During Import

    When importing contacts, you can assign them to specific groups:

    • Go to Subscribers and choose your import method
    • Upload or paste your contact list
    • Select the group you want to add contacts to
    • Complete the import process

    Method 2: From Subscriber List

    Add existing contacts to groups from your main subscriber list:

    • Go to Subscribers
    • Select the contacts you want to add using checkboxes
    • Click the “Actions” dropdown menu
    • Choose “Add to group”
    • Select the target group or create a new one
    • Confirm the action

    Method 3: From an Individual Profile

    Add a single contact to a group from their profile:

    • Click on the subscriber from your list
    • Find the group membership section in their profile
    • Select the groups you want to add them to
    • Click “Save”

    Method 4: From Segments

    Convert filtered segments into group membership:

    • Go to Subscribers > Segments
    • Create or select a segment with your desired filters
    • Select the contacts from the filtered results
    • Use the “Actions” menu to add them to a group

    Moving Contacts Between Groups

    Replace Group Membership

    To move contacts from one group to another:

    • Go to Subscribers
    • Filter or select contacts from the original group
    • Select the contacts you want to move
    • Click “Actions” and add them to the new group
    • Remove them from the original group (see removal section below)

    Add to Additional Groups

    Contacts can belong to multiple groups simultaneously:

    • Select the contacts
    • Use “Actions” to add them to additional groups
    • They will remain in their original groups while being added to new ones

    Removing Contacts from Groups

    Remove from Specific Groups

    To remove contacts from a group without deleting them:

    • Go to Subscribers
    • Filter by the group you want to remove contacts from
    • Select the contacts to remove
    • Click “Actions” dropdown
    • Choose “Remove from group”
    • Confirm the action

    By doing this, the contacts remain in your account but are no longer part of that group.

    Remove from an Individual Profile

    Remove group membership from a contact’s profile:

    • Click on the subscriber
    • Find the groups section in their profile
    • Deselect the groups you want to remove them from
    • Click “Save”

    Best Practices

    Plan Your Group Structure

    Before adding contacts, determine which groups you need and what each represents. A clear structure makes organization easier and prevents confusion.

    Use Consistent Criteria

    Establish clear rules for which contacts belong in each group. Document these criteria so you and your team can consistently organize contacts.

    Regular Maintenance

    Periodically review group memberships to ensure contacts are in the right groups. Remove contacts from groups that are no longer relevant to them.

    Avoid Over-Complicating

    Don’t create too many overlapping groups. Keep your structure simple and use segments for more complex filtering needs.

    Understanding Group vs Complete Removal

    Removing from a group:

    • Contact stays in your account
    • Removed only from specific group
    • Can still be in other groups
    • Can receive emails sent to other groups they belong to

    Deleting a contact:

    • Contact is completely removed from your account
    • Removed from all groups
    • Cannot receive any emails
    • Can be re-imported if needed later

    Tips for Success

    • Use bulk actions when organizing many contacts at once
    • Check contact count before and after moves to verify accuracy
    • Keep track of group changes for important campaigns
    • Use groups in combination with segments for flexible targeting
    • Regularly audit group memberships to maintain accuracy

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Create lists from segments

    Learn how to convert your filtered segments into organized groups for targeted email campaigns.

    What Are Segments vs Groups?

    Segments are dynamic filters that automatically update based on criteria like engagement, behavior, or attributes. They’re created using Sender’s advanced filtering tools.

    Groups are static collections of contacts that you manually create and manage. Once contacts are added to a group, they remain there until you remove them.

    Why Create Groups from Segments?

    Preserve a Snapshot

    Segments change automatically as contact behavior evolves. Creating a group from a segment preserves that specific set of contacts at a point in time.

    Simplify Campaign Targeting

    Groups are easier to select when creating campaigns. Instead of rebuilding complex filters each time, you can quickly choose a pre-made group.

    Track Campaign Performance

    Using dedicated groups for specific campaigns makes it easier to track and analyze results over time.

    How to Create Groups from Segments

    Step 1: Create Your Segment

    • Go to Subscribers > Segments
    • Click “Create new segment”
    • Use the Advanced filter to define your criteria
    • Review the filtered results

    Step 2: Select Contacts

    • Once your segment shows the desired contacts, select them using the checkboxes
    • You can select all contacts in the current view or individual contacts

    Step 3: Add to Group

    • Click the “Actions” dropdown menu
    • Select the option to add contacts to a group
    • Choose an existing group or create a new one
    • Confirm the action

    Step 4: Verify

    • Go to Subscribers > Groups
    • Find your newly created or updated group
    • Verify that the correct contacts were added

    Common Use Cases

    High-Value Customers

    • Segment: Total lifetime spend > $500 AND 3+ orders
    • Group: “VIP Customers”
    • Use for: Exclusive offers, early product access

    Re-engagement Targets

    • Segment: No opens in last 90 days
    • Group: “Inactive Q1 2025”
    • Use for: Win-back campaigns

    Event Participants

    • Segment: Opened webinar email AND clicked registration
    • Group: “Q1 Webinar Registrants”
    • Use for: Follow-up emails, future events

    When to Use Segments vs Groups

    Use Segments When:

    • You need real-time, automatically updated lists
    • Targeting based on current behavior or attributes
    • Running ongoing campaigns with consistent criteria

    Use Groups When:

    • You need a fixed list for a specific campaign
    • Preserving a snapshot of contacts at a specific time
    • Simplifying recurring campaign setup
    • Tracking specific campaign cohorts over time

    Best Practices

    • Use descriptive names – Include the purpose and date, like “VIP Customers – Oct 2025”
    • Document your criteria – Keep notes on the segment filters used to create each group
    • Avoid over-creating – Only create groups when you actually need a fixed list
    • Archive old groups – Remove or archive groups once campaigns are complete
    • Test first – Verify your segment filters before creating groups

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Optimize contact list deliverability

    Learn how to maintain a healthy contact list that improves your email deliverability and sender reputation.

    What is Email Deliverability?

    Email deliverability is the ability to successfully deliver emails to your subscribers’ inboxes. A well-maintained contact list is essential for ensuring your messages reach their intended recipients rather than being marked as spam or bounced.

    Why List Optimization Matters

    Protect Your Sender Reputation

    Email providers track how recipients interact with your emails. High bounce rates, spam complaints, and low engagement can damage your sender reputation, potentially causing future emails to be filtered or blocked, resulting in inconsistent deliverability.

    Improve Engagement Rates

    A clean, engaged list leads to better open rates and click-through rates. When you focus on contacts who actually want to hear from you, your campaign performance improves significantly.

    Maintain Compliance

    Keeping an updated list helps you stay compliant with email marketing regulations like GDPR. This protects both your subscribers’ privacy and your business reputation.

    Key Optimization Practices

    Remove Invalid Email Addresses

    • Hard Bounces – Immediately remove email addresses that hard bounce (permanent delivery failures). These addresses are invalid and will continue to hurt your deliverability if you keep sending to them after they are re-uploaded into your list, as our system automatically unsubscribes them from your list.
    • Syntax Errors – Check for and remove email addresses with formatting errors, missing @ symbols, or invalid domain names. These will never successfully receive your emails.

    Manage Inactive Subscribers

    • Identify Inactive Contacts – Use our advanced filters to find subscribers who haven’t opened or clicked your emails in 3-6 months. These contacts drag down your engagement metrics.
    • Re-engagement Campaigns – Before removing inactive subscribers, send a re-engagement campaign asking if they still want to hear from you. Give them a clear option to stay subscribed or opt out.
    • Remove Unresponsive Contacts – If subscribers don’t respond to re-engagement attempts, remove them from your regular sending list. You can keep them in a separate segment for occasional campaigns if desired.

    Validate Email Addresses

    • Use Double Opt-In – Implement double opt-in for new subscribers to verify their email addresses are valid and they genuinely want to receive your emails. This prevents fake or mistyped addresses from entering your list.
    • Regular Validation – Periodically validate your email list to identify addresses that have become inactive or invalid over time. This helps maintain list quality.

    Remove Spam Complaints

    • Monitor Complaints – Keep track of subscribers who mark your emails as spam. Remove these contacts immediately as continued sending will severely damage your reputation.
    • Understand Why – If you’re getting frequent spam complaints, review your email content, sending frequency, and signup process. Make sure expectations are clear when people subscribe.

    Segment by Engagement

    • Active Subscribers – Create a segment of highly engaged subscribers who regularly open and click your emails. These contacts should receive your most frequent communications.
    • Moderate Engagement – Segment subscribers who engage occasionally. Send them less frequently or with different content to maintain their interest.
    • Low Engagement – Keep low-engagement contacts separate and send them minimal, highly targeted content. Monitor for signs of renewed interest or continued disengagement.

    Using Sender’s Tools for Optimization

    Advanced Filters

    Navigate to Subscribers -> Segments and use advanced filters to identify contacts based on:

    • Campaign activity (opened, clicked, inactive)
    • Subscription status
    • Created date
    • Custom fields

    Regular List Audits

    Schedule monthly or quarterly reviews of your contact list:

    • Filter for inactive subscribers
    • Review bounce rates
    • Check for engagement patterns
    • Remove or re-segment as needed

    Optimization Schedule

    Weekly or Bi-Weekly

    • Remove hard bounces from your list completely
    • Process unsubscribe requests if any come through
    • Monitor spam complaints

    Monthly

    • Review engagement metrics
    • Identify inactive subscribers
    • Clean up obvious errors

    Quarterly

    • Run re-engagement campaigns
    • Remove unresponsive contacts
    • Validate overall list health
    • Update segmentation strategy

    Warning Signs Your List Needs Optimization

    • Open rates consistently below 30-35%
    • High bounce rates (above 5%)
    • Increasing spam complaints
    • Declining engagement over time
    • Large number of unsubscribes after sends

    Best Practices

    Set Clear Expectations

    Tell subscribers what they’ll receive and how often during the signup process. This reduces future complaints and maintains engagement.

    Monitor Metrics Regularly

    Keep an eye on your deliverability metrics including bounce rates, open rates, and spam complaints. Early detection of issues allows for quick corrections.

    Quality Over Quantity

    A smaller list of engaged subscribers is far more valuable than a large list of inactive contacts. Focus on maintaining quality rather than just growing numbers.

    Tips for Long-Term Success

    • Never purchase email lists – they damage deliverability and violate our Terms of Service, which will lead to your account’s suspension as well
    • Use consistent “from” names and email addresses
    • Maintain a regular but not excessive sending schedule
    • Personalize content to increase relevance and engagement
    • Test your emails before sending to catch potential issues

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Split segments into lists

    Learn how to divide your contact segments into separate groups for more targeted email campaigns using Sender’s advanced filtering tools.

    What is Segment Splitting?

    Segment splitting is the process of dividing a larger group of contacts into smaller, more specific groups based on particular criteria. This allows you to create highly targeted campaigns for different subsets of your audience.

    Why Split Segments?

    More Precise Targeting

    Breaking down broad segments into smaller groups enables you to tailor your messaging even more specifically. This precision leads to better engagement and higher conversion rates.

    Test Different Approaches

    Split segments allow you to test different strategies, content, or offers with similar audiences. You can then analyze which approach performs best and apply those insights to future campaigns.

    Manage Campaign Frequency

    Different segments may require different communication frequencies. Splitting allows you to send more emails to highly engaged contacts while reducing frequency for less active subscribers.

    How to Create Segments

    • Go to Subscribers in the left menu
    • Click on Segments
    • Click “Create new segment”
    • Use the Advanced filter to define your segment criteria
    • Save your segment

    Available Filter Categories

    Subscription Status

    Filter contacts based on their subscription type:

    • Email
    • Transactional Email
    • SMS
    • Transactional SMS

    Subscriber Details

    Create segments using contact information:

    • Group membership – Belongs to specific groups
    • Email address – Specific email patterns or domains
    • Phone number – Contacts with phone numbers
    • Created date – When they joined your list
    • Subscribers location – Geographic targeting

    Campaign Activity

    Segment based on email engagement:

    • Sent – Received specific campaigns
    • Opened – Opened emails
    • Clicked – Clicked links in emails
    • Unsubscribed from emails – Left your list
    • Was inactive – No recent engagement

    SMS Campaign Activity

    Filter based on SMS interactions:

    • Was sent to – Received SMS campaigns
    • Clicked – Clicked links in SMS

    Ecommerce Metrics

    Create segments based on purchase behavior:

    • Placed an order – Made a purchase
    • Total lifetime spend – Customer value
    • Quantity of products per basket – Average order size
    • Ordered specific product – Product-specific targeting
    • Order refunded – Return behavior
    • Order value – Purchase amount ranges

    Abandoned Cart

    Target potential customers:

    • Checkout started – Began checkout process
    • Returned through email – Came back via email link

    Custom Fields

    Filter by any custom attributes you’ve created for your contacts.

    Building Advanced Filters

    Add Multiple Conditions

    Click “Add condition” to combine multiple criteria for precise segmentation. All conditions in a set must be met (AND logic).

    Add Alternative Conditions

    Click “Add another set of conditions” to create OR logic, where contacts matching any set of conditions will be included.

    Example Filter

    Create a segment of highly engaged customers:

    • Group membership: Belongs to “Customers”
    • Campaign activity: Opened (in the last 30 days)
    • Ecommerce metrics: Total lifetime spend (greater than $100)

    Common Segment Splits

    By Engagement Level

    • Highly engaged – Opened 5+ emails in last month
    • Moderately engaged – Opened 1-4 emails in last month
    • Inactive – No opens in last 60 days

    By Purchase Behavior

    • VIP customers – Total lifetime spend over $500
    • Regular customers – 3+ orders
    • First-time buyers – Placed exactly 1 order

    By Location

    • North America – Subscribers location contains US, CA
    • Europe – Subscribers location in EU countries
    • Asia Pacific – Subscribers location in APAC region

    Best Practices

    Plan Your Segmentation Strategy

    Before creating segments, clearly define what criteria you’ll use and how each segment will be used in your campaigns. Consider what filtering options are most relevant to your business goals.

    Start Simple, Then Refine

    Begin with basic segments and add more complex filters as you learn what works. Monitor performance to validate your segmentation approach.

    Name Segments Clearly

    Use descriptive names that explain the segment’s criteria, like “Engaged Customers – Last 30 Days” instead of “Segment 1”. This makes it easy to find and use the right segment when creating campaigns.

    Regularly Review Segments

    Contact behavior changes over time, so periodically review your segments to ensure they’re still relevant. Update filter criteria as needed to maintain accuracy.

    Tips for Success

    • Use the toggle fields option to customize which columns appear in your subscriber view
    • Combine multiple filter categories for highly specific targeting
    • Test your segment filters with a small group before using them in major campaigns
    • Keep track of which segments perform best for different types of campaigns

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Create contact groups

    Keep your contacts organized by using groups to segment subscribers based on different criteria.

    What Are Groups?

    Groups are collections of contacts organized by specific characteristics, interests, or behaviors. They help you send targeted campaigns to the right audience.

    Common Group Types

    • Newsletter subscribers – General audience interested in updates
    • Customers – People who have made purchases
    • Leads – Potential customers in your sales funnel
    • VIP members – High-value or premium customers
    • Event attendees – Contacts who registered for specific events
    • Geographic segments – Contacts grouped by location

    How to Create a Group

    • Go to Subscribers
    • Click on Groups
    • Click “Create new group”
    • Enter a descriptive name for your group
    • Save your group

    Benefits of Organizing Contacts

    Targeted Campaigns

    Send relevant content to specific groups instead of your entire contact list. By segmenting your audience, you ensure that each message reaches people who are most likely to be interested in that particular content.

    Better Engagement

    People receive messages that match their interests and needs, leading to higher open rates, click-through rates, and overall engagement. When subscribers get content that’s relevant to them, they’re more likely to interact with your emails and stay subscribed.

    Easier Management

    Find and manage specific groups of contacts quickly without sorting through your entire database. Simply select the appropriate group and you’re ready to send your campaign in minutes.

    Compliance

    Maintain separate groups for different consent types and communication preferences. This helps you stay compliant with email marketing regulations and respect your subscribers’ preferences.

    Best Practices

    Create Specific Groups

    Be clear about what each group represents to avoid confusion later. Use descriptive names like “Q4 Webinar Attendees” or “Premium Customers” instead of generic labels like “Group 1” or “List A”.

    Avoid Over-Segmentation

    Don’t create too many groups that overlap or serve similar purposes, as this makes management complicated. Start with broad categories and refine as needed based on your actual campaign requirements.

    Keep Groups Updated

    Regularly review and clean your groups by removing inactive or unengaged contacts to maintain list health. Outdated groups with irrelevant contacts can hurt your email deliverability and campaign performance.

    Use Consistent Naming

    Develop a naming convention for your groups to keep them organized and easy to identify at a glance. Consistent naming helps you and your team quickly find the right group when creating campaigns.

    Managing Multiple Groups

    When to Use Multiple Groups

    • Different product lines or services
    • Various stages of the customer journey
    • Multiple geographic regions
    • Different content preferences

    When One Group Is Enough

    If most of your contacts receive similar content, one main group with custom attributes for segmentation may be sufficient.

    Tips for Success

    • Start simple – Begin with a few essential groups and expand as needed
    • Document your structure – Keep notes on what each group represents
    • Regular maintenance – Review groups monthly to ensure they’re still relevant
    • Test your segments – Verify that contacts are in the right groups before sending campaigns

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Understanding Transactional Attributes

    Transactional attributes are special contact fields that store information related to individual transactions or interactions with your contacts.

    What Are Transactional Attributes?

    Unlike standard contact fields that store general information (like name or email), transactional attributes capture data about specific actions or events, such as:

    • Purchase details – Order numbers, amounts, product names
    • Transaction dates – When a purchase or action occurred
    • Order status – Pending, completed, shipped, delivered
    • Invoice numbers – Unique transaction identifiers
    • Payment methods – How the customer paid

    How They Differ from Regular Attributes

    Regular Attributes:

    • Store static information (Company, Job Title, Phone)
    • Typically have one value per contact
    • Change infrequently

    Transactional Attributes:

    • Store event-specific data
    • Can have multiple values over time
    • Update with each new transaction

    Common Use Cases

    E-commerce

    Track purchase history, order amounts, and product preferences to send relevant follow-ups and recommendations.

    SaaS Businesses

    Monitor subscription renewals, plan upgrades, and account activity for targeted communications.

    Service Providers

    Record appointment dates, service types, and booking references for timely reminders and confirmations.

    Using Transactional Attributes

    You can add transactional data when importing contacts or updating them via the API. This information helps you:

    • Send order confirmations and shipping updates
    • Trigger abandoned cart emails
    • Create post-purchase follow-up campaigns
    • Segment customers by purchase behavior

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Create custom contact attributes

    Learn how to set up and organize custom fields to store additional contact information in Sender.

    Creating Custom Fields

    During Import

    The easiest way to create custom attributes is by adding them to your import file:

    • Open your CSV or Excel file
    • Add a new column with your custom field name as the header
    • Fill in the data for each contact
    • Import the file to Sender

    Example:

    When you import this file, “Phone number” automatically becomes a custom attribute under the subscriber’s details.

    Via Copy/Paste

    You can also add custom attributes when manually adding contacts:

    [email protected], First name, Last name, Custom field 1, Custom field 2
    [email protected], John, Doe, Acme Corp, +1 234-567-8910

    Manually Add to Individual Contacts

    When viewing a contact’s profile:

    • Click on the subscriber you want to edit
    • Click “Add custom field”
    • Enter the field name and value
    • Click “Save”

    Naming Custom Attributes

    Best Practices for Field Names

    • Be descriptive – Use clear names like “Company Name” instead of “CN”
    • Keep it short – Avoid overly long field names
    • Use consistent formatting – Stick to one naming style (e.g., “Job Title” not “job_title”)
    • Avoid special characters – Use letters, numbers, and spaces only
    • Make it memorable – Choose names you’ll easily recognize later

    Good Examples:

    • Phone Number
    • Company Name
    • Job Title
    • Birthday
    • Country

    Avoid:

    • PN
    • field_1
    • Info@123
    • Contact_Detail_Information_Field

    Managing Existing Attributes

    Editing Custom Fields

    You can edit custom field values directly from a contact’s profile:

    • Click on the subscriber from your list
    • Click the edit icon next to the custom field you want to change
    • Update the value
    • Click “Save” to apply changes

    You can also delete custom fields by clicking the delete icon next to the field.

    Updating Custom Field Data in Bulk

    To update information in existing custom fields for multiple contacts:

    • Export your current contact list
    • Update the values in the custom field columns
    • Re-import the file

    Sender will update existing contacts based on their email addresses.

    Organizing Your Custom Attributes

    Group Related Fields

    Keep similar information together for easier management:

    • Contact Info: Phone, Address, City
    • Professional: Company, Job Title, Industry
    • Preferences: Language, Frequency, Interests

    Plan Your Structure

    Before creating many custom fields:

    • List what information you need
    • Determine which fields are essential
    • Organize fields into logical groups
    • Document your field names and purposes

    Using Custom Attributes Effectively

    For Segmentation

    Create targeted lists based on custom attribute values:

    • All contacts from a specific company
    • Contacts with a particular job title
    • Customers in a certain location

    For Personalization

    Use custom attributes in your email content:

    • Reference their company name
    • Mention their job title
    • Include location-specific information

    Tips for Success

    • Start with essentials – Don’t create fields you won’t use
    • Keep data consistent – Use the same format across all contacts
    • Regular maintenance – Periodically review and clean up your custom fields
    • Document your fields – Keep a list of what each custom attribute represents
    • Test before full import – Try importing a small sample first

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.