Category: Contact and list management

This guide explains how to select multiple subscribers and perform bulk actions such as adding to a group, removing from a group, unsubscribing, resubscribing, and deleting in Sender.

Where to Find This Feature

In the Sender dashboard, go to: Subscribers

Click Subscribers in the left sidebar to open the full subscriber list. You will see a table displaying each subscriber's email address, status icons for email and SMS, group assignments, first name, last name, phone number, location, and date added. Above the table, you will find a Filter subscribers search bar, filter dropdowns for Email status, SMS status, and Groups, an Advanced filter button, and an Actions dropdown. Each subscriber row has a checkbox on the left side, and a select-all checkbox appears at the top of the list in the Subscriber column header.

Steps to Perform Bulk Actions

Step 1 — Select subscribers

Use the checkboxes on the left side of each subscriber row to select individual contacts. To select multiple subscribers, click additional checkboxes as needed. Click the select-all checkbox at the top of the Subscriber column to open a dropdown with three options: Select visible (selects only the subscribers shown on the current page), Select all (selects all subscribers in your account across all pages), and Deselect all (clears your selection). Once you select at least one subscriber, a counter appears above the list showing the number selected (e.g., "1 selected"), and the Actions dropdown becomes active.

Step 2 — Filter your list before selecting (optional)

Before selecting subscribers, you can narrow the list using the filters at the top of the page. Use the Filter subscribers search bar to find specific contacts by email address. Click Email status to filter by promotional or transactional email status — options include Active, Bounced, Unsubscribed, Reported spam, and Non-subscribed. Click Groups to filter by group membership and use the Find by name search field within the dropdown to locate a specific group. You can also click Advanced filter for more detailed filtering. Filtering first ensures you select only the subscribers you intend to act on.

Step 3 — Choose and confirm a bulk action

With subscribers selected, click the Actions dropdown to see the available bulk actions:

Add group — Opens the Add subscribers to group dialog. Select a group from the Select group dropdown and click Add. The selected subscribers are added to that group without affecting their other group memberships.

Remove group — Opens the Remove subscribers from group dialog. Select a group from the Select group dropdown and click Remove. The selected subscribers are removed from that group but remain in your account and in any other groups they belong to.

Unsubscribe — Opens the Unsubscribe subscriber confirmation dialog. You will see checkboxes for Promotional Email, Transactional Email, Promotional SMS, and Transactional SMS. Select which channels to unsubscribe the contacts from, then click Unsubscribe to confirm. Click No to cancel. Unsubscribed contacts remain in your account but will no longer receive messages on the selected channels.

Resubscribe — Reactivates previously unsubscribed subscribers. This option is only available when you have selected subscribers with an Unsubscribed status. It appears greyed out if all selected subscribers are already active. Before resubscribing, ensure you have explicit consent from the contacts to comply with anti-spam requirements.

Delete — Opens the Delete subscribers confirmation dialog, which shows how many subscribers will be deleted. Click Delete to permanently remove the selected subscribers and all their associated data. Click No to cancel. This action cannot be undone.

Step 4 — Verify the result

After confirming a bulk action, the subscriber list updates to reflect the changes. For group additions or removals, check the Groups column to verify the updated group assignments. For unsubscribe actions, the subscriber's status icons will change from green to red on the affected channels. For deletions, the removed subscribers will no longer appear in the list and the total subscriber count at the top right of the page will update accordingly.

Subscriber Status Reference

Active — The subscriber is opted in and can receive messages. New subscribers are set to this status by default when added to your account. Active subscribers are included in campaigns and automations targeting their groups.

Unsubscribed — The subscriber has been opted out of one or more channels (promotional email, transactional email, promotional SMS, or transactional SMS). This can happen through a bulk unsubscribe action, a manual status change, or when the subscriber clicks an unsubscribe link. Unsubscribed contacts remain in your account but do not receive messages on the opted-out channels. This status is reversible through the Resubscribe action.

Bounced — The subscriber's email address caused a delivery failure. This status is applied automatically when an email to the address bounces. Bounced subscribers are excluded from future sends to protect your sender reputation.

Reported spam — The subscriber reported a message as spam. This status is applied automatically and the subscriber is excluded from future sends. Resubscribing a contact who reported spam is not recommended.

Non-subscribed — The subscriber exists in your account but has not actively opted in to any channel. This status may apply to contacts who were added without completing a confirmation step.

Management Tips

Filter before selecting — Use the Email status, SMS status, or Groups filters to narrow your subscriber list before performing a bulk action. This reduces the risk of accidentally including the wrong contacts.

Use Select all for large lists — If you need to act on your entire subscriber base, click the select-all checkbox and choose Select all rather than manually checking each row. This selects subscribers across all pages, not just the currently visible ones.

Prefer unsubscribe over delete — If you want to stop sending to contacts but keep their data for reference, use Unsubscribe instead of Delete. Unsubscribing is reversible, while deleting permanently removes the subscriber and their history.

Check channel-level options when unsubscribing — The unsubscribe dialog lets you choose specific channels (Promotional Email, Transactional Email, Promotional SMS, Transactional SMS). Deselect channels you want to keep active rather than unsubscribing the contact from everything.

Verify group changes after bulk actions — After adding or removing subscribers from groups, use the Groups filter to confirm the changes took effect. Check the Groups column in the subscriber list to verify individual assignments.

Common Issues

Actions dropdown is not clickable → No subscribers are selected. You must select at least one subscriber using the row checkboxes before the Actions dropdown becomes active.

Resubscribe option is greyed out → All currently selected subscribers are already in Active status. The Resubscribe action only applies to subscribers with an Unsubscribed status. Filter by Unsubscribed under Email status first, then select and resubscribe.

Deleted subscribers are missing from the list → Deletion is permanent. Deleted subscribers cannot be recovered within Sender. If you have a backup of your subscriber data, you can re-import the contacts. To avoid this, use Unsubscribe instead of Delete when you only need to stop sending.

Bulk action not applying to all subscribers → If you used Select visible, only subscribers on the current page were selected. Use the select-all checkbox and choose Select all to include subscribers across all pages of the list.

FAQs

How do I select multiple subscribers for a bulk action? On the Subscribers list page, use the checkboxes on the left side of each row to select individual contacts. Click the select-all checkbox at the top of the Subscriber column, then choose Select visible to select all contacts on the current page, or Select all to select every subscriber in your account. Once selected, choose an action from the Actions dropdown.

What happens when I delete a subscriber? Deleting a subscriber permanently removes their profile and all associated data from your account. This action cannot be undone. If you want to stop sending without losing data, use Unsubscribe instead.

Does removing a subscriber from a group delete them from my account? No. Removing a subscriber from a group only removes the group association. The subscriber remains in your account and may still belong to other groups.

Can I recover a subscriber I accidentally deleted? Deleted subscribers cannot be recovered within Sender. If you have an export of your subscriber data, you can re-import the contact. To avoid accidental deletions, consider unsubscribing contacts instead of deleting them.

Can I unsubscribe contacts from specific channels only? Yes. When you select Unsubscribe from the Actions dropdown, a confirmation dialog appears with checkboxes for Promotional Email, Transactional Email, Promotional SMS, and Transactional SMS. Deselect any channels you want to leave active before confirming.

Can I reactivate an unsubscribed contact? Yes. Select the unsubscribed subscriber, open the Actions dropdown, and click Resubscribe. Ensure you have the subscriber's explicit consent before reactivating to comply with anti-spam requirements.

If a subscriber is in multiple groups, do they count as one subscriber or multiple? Sender counts each unique email address once toward your subscriber limit, regardless of how many groups the contact belongs to.

This guide explains each subscriber status in Sender, where to find it, and how it affects your ability to send emails and SMS messages to your contacts.

Where to Find This Feature

In the Sender dashboard, go to: Subscribers

You will see your full subscriber list with columns for Subscriber, Status, Groups, First name, Last name, Phone number, Location, and Date added. The Status column displays colored icons — an envelope icon for email status and a chat bubble icon for SMS status. Green icons indicate an Active status, while red icons indicate a non-active status such as Unsubscribed, Bounced, or Non-subscribed.

At the top of the page, use the Email status and SMS status dropdown filters to filter your list by a specific status. Hover over any subscriber's status icons to see a tooltip showing their current email, SMS, transactional email, and transactional SMS statuses.

Steps to View and Understand Subscriber Statuses

Step 1 — Filter your subscriber list by status

On the Subscribers page, click the Email status or SMS status dropdown at the top of the list. A panel appears with checkboxes for each status under two sections: EMAIL (or SMS) and TRANSACTIONAL EMAIL (or TRANSACTIONAL SMS). Select one or more statuses to filter the list. Only subscribers matching the selected statuses will appear in the list below.

Step 2 — Check an individual subscriber's status

Hover over the status icons in the Status column next to any subscriber's name. A tooltip displays the subscriber's current status for each channel — for example, "Email: active" and "Transactional Email: active." Green icons represent Active status, and red icons represent a non-active status. This lets you quickly assess a subscriber's deliverability without opening their profile.

Step 3 — View detailed status on a subscriber's profile

Click the arrow (>) next to a subscriber's name to open their Subscriber's profile. The profile page displays the Email campaign section and the SMS campaign section, each with a status badge in the top-right corner (for example, ACTIVE in green). This view also shows the subscriber's email address, phone number, source, group memberships, and a Subscriber activity timeline on the right side.

Step 4 — Take action based on subscriber status

From the Subscriber's profile, click the Actions dropdown in the top-right corner to access Unsubscribe or Delete. Alternatively, on the main Subscribers list, select one or more subscribers using the checkboxes, then click the Actions dropdown to choose from bulk actions including Add group, Remove group, Unsubscribe, Resubscribe, and Delete. The Resubscribe option is only available for subscribers whose current status is Unsubscribed.

Subscriber Status Reference

Active — The subscriber is opted in and eligible to receive your email and SMS campaigns. This is the default status for newly added or imported subscribers who have a valid email address or phone number. All campaigns and automations will be delivered to subscribers with this status.

Unsubscribed — The subscriber has opted out of receiving your campaigns. This happens when a subscriber clicks the unsubscribe link in an email, or when you manually unsubscribe them via the Actions dropdown. Unsubscribed contacts remain in your account but will not receive any future campaigns. This action is reversible — you can resubscribe a contact if you have their explicit consent.

Bounced — The subscriber's email address or phone number has generated a delivery failure. A hard bounce means the address is permanently invalid (e.g., it does not exist), while a soft bounce indicates a temporary issue (e.g., a full mailbox). Bounced subscribers are automatically excluded from future sends to protect your sender reputation.

Reported spam — The subscriber marked one of your emails as spam with their email provider. Sender automatically flags these contacts and excludes them from future sends. Continuing to send to contacts who have reported spam can damage your sender reputation and deliverability.

Non-subscribed — The subscriber exists in your account but has not been subscribed to email or SMS campaigns. This status typically applies to contacts who were added without opting in to a specific channel — for example, a subscriber with an active email status but no SMS subscription will show as Non-subscribed for SMS. Non-subscribed contacts do not receive campaigns on that channel.

Management Tips

Use status filters regularly — Click the Email status or SMS status dropdown on the Subscribers page to quickly isolate contacts by status. This helps you review bounced or unsubscribed contacts without scrolling through your entire list.

Unsubscribe instead of deleting — If you want to stop sending to a subscriber but keep their data and activity history, use Unsubscribe from the Actions dropdown. Deleting a subscriber permanently removes their profile and cannot be undone.

Monitor bounced contacts — Review subscribers with a Bounced status periodically. A high number of bounced contacts can indicate outdated list data and may affect your overall sender reputation.

Check both email and SMS statuses — A subscriber can have different statuses for email and SMS channels. Hover over the status icons in the Status column or open the subscriber's profile to verify their status for each channel before taking action.

Use bulk actions for efficiency — Select multiple subscribers using the checkboxes on the left side of each row, then use the Actions dropdown to Unsubscribe, Resubscribe, or Delete contacts in bulk rather than updating each subscriber individually.

Common Issues

Status icons appear red but the subscriber was recently added → The red icon indicates a Non-subscribed status for that channel. This happens when a subscriber was added without a phone number (for SMS) or without opting in to a specific channel. Open the subscriber's profile to confirm which channel is affected.

The Resubscribe option is greyed out in the Actions dropdown → Resubscribe is only available for subscribers with an Unsubscribed status. If the subscriber is Active, Bounced, or Non-subscribed, this option will not be selectable. Verify the subscriber's current status before attempting to resubscribe.

A subscriber shows as Bounced after a single send → A hard bounce means the email address is permanently invalid and will not resolve on its own. If you believe the address is correct, confirm it directly with the contact and re-add them with the corrected address if needed.

Subscriber was unsubscribed but still appears in the list → Unsubscribed subscribers are not removed from your account. They remain visible in your subscriber list with their status changed. Use the Email status filter and select Active to view only subscribers who can receive campaigns.

FAQs

What is the difference between Unsubscribed and Non-subscribed?

Unsubscribed means the subscriber previously had an Active status but opted out or was manually unsubscribed. Non-subscribed means the subscriber was never opted in to that specific channel. For example, a contact added with only an email address will show Non-subscribed for SMS.

Can I resubscribe a contact who unsubscribed?

Yes. Select the subscriber on the Subscribers list using the checkbox, click the Actions dropdown, and choose Resubscribe. Ensure you have the subscriber's explicit consent before reactivating them to comply with anti-spam requirements.

Does a subscriber's status apply to all channels at once?

No. Each subscriber has separate statuses for email campaigns, SMS campaigns, transactional email, and transactional SMS. A subscriber can be Active for email but Non-subscribed for SMS. Check both the Email status and SMS status filters or hover over the status icons to see each channel's status.

What happens when I delete a subscriber?

Deleting a subscriber permanently removes their profile and all associated data from your account. This action cannot be undone. If you want to stop sending without losing data, use Unsubscribe instead.

Do bounced subscribers count toward my subscriber limit?

Bounced subscribers remain in your account unless you delete them. Check with your current plan details to confirm how bounced contacts affect your subscriber count.

Can I filter my list to see only active subscribers?

Yes. On the Subscribers page, click the Email status dropdown and select the Active checkbox. The list will update to show only subscribers with an Active email status. You can apply the same filter using the SMS status dropdown for SMS.

What does the Reported spam status mean for my account?

A Reported spam status means the subscriber flagged your email as spam with their email provider. Sender automatically suppresses these contacts from future sends. A high spam complaint rate can harm your sender reputation, so monitor this status regularly.

This guide explains how to re-subscribe or reactivate an unsubscribed contact in Sender so they can receive your email campaigns again.

Where to Find This Feature

In the Sender dashboard, go to: Subscribers

Click Subscribers in the left sidebar to open your full contact list. You will see a table of all subscribers with columns for Subscriber, Status, Groups, First name, Last name, Phone number, Location, and Date added. At the top of the page, you will find the Filter subscribers search bar, the Email status filter dropdown, the SMS status filter dropdown, the Groups filter, the Advanced filter button, and the Actions dropdown for bulk operations.

Steps to Re-subscribe a Contact

Step 1 — Locate the unsubscribed contact

Go to Subscribers in the left sidebar. To find unsubscribed contacts quickly, click the Email status dropdown at the top of the page and select the Unsubscribed checkbox. The list will filter to show only contacts with an Unsubscribed status. You can also type the contact's email address in the Filter subscribers search bar to locate them directly.

Step 2 — Open the subscriber's profile

Click on the subscriber's email address in the list to open their Subscriber's profile page. You will see the Email campaign section displaying the current status as UNSUBSCRIBED in red. The page also shows the subscriber's email, source, profile details, group memberships, and a Subscriber activity log on the right side that records when the contact was unsubscribed.

Step 3 — Resubscribe the contact

Click the Actions dropdown in the top-right corner of the profile page and select Resubscribe. A Resubscribe subscriber confirmation dialog will appear asking "Are you sure you want to resubscribe?" with checkboxes for Promotional Email and Transactional Email — both are selected by default. Uncheck either option if you only want to resubscribe the contact to one channel. Click the Resubscribe button to confirm.

Step 4 — Verify the status change

After confirming, a green success notification will display "Successfully resubscribed to the selected channels." The Email campaign status on the subscriber's profile will change from UNSUBSCRIBED to ACTIVE. The contact will now receive future email campaigns sent to their groups.

Step 5 — Resubscribe multiple contacts in bulk (optional)

To resubscribe several contacts at once, return to the Subscribers list. Use the Email status filter to show Unsubscribed contacts. Select the contacts you want to reactivate using the checkboxes on the left side of each row. Click the Actions dropdown above the list and select Resubscribe. The same confirmation dialog will appear — choose your channels and click Resubscribe to reactivate all selected contacts.

Subscriber Status Reference

Active — The subscriber is opted in and will receive your email campaigns. Contacts enter this status when they are first added, imported, or resubscribed. Active subscribers count toward your subscriber limit.

Unsubscribed — The subscriber has opted out or been manually unsubscribed and will not receive promotional or transactional emails, depending on which channels were unsubscribed. Contacts enter this status when they click an unsubscribe link in an email or when you manually unsubscribe them through the Actions menu. Unsubscribed contacts remain in your account and can be resubscribed.

Bounced — The subscriber's email address could not receive your email due to a delivery failure. Contacts enter this status after a hard bounce (permanent delivery failure). Bounced contacts are automatically excluded from future sends.

Non-subscribed — The contact exists in your account but has not been subscribed to any email channel. These contacts do not receive campaigns until their status changes to Active.

Reported spam — The subscriber reported your email as spam. Contacts with this status should not be resubscribed, as sending to them again may harm your sender reputation.

Management Tips

Confirm consent before resubscribing — Always ensure you have the contact's explicit permission before reactivating their subscription. Resubscribing someone who opted out voluntarily without their consent may violate anti-spam regulations.

Choose channels selectively — When the resubscribe confirmation dialog appears, review the Promotional Email and Transactional Email checkboxes. Only select the channels the contact has agreed to receive.

Use filters to find unsubscribed contacts — Click the Email status dropdown and select Unsubscribed to quickly isolate all contacts that need reactivation, rather than scrolling through your entire list.

Check subscriber activity first — Before resubscribing, review the Subscriber activity log on the contact's profile to understand when and why they were unsubscribed. This helps you decide whether reactivation is appropriate.

Bulk resubscribe saves time — If you have multiple contacts to reactivate, use the checkbox selection on the Subscribers list and the Actions → Resubscribe option to process them all at once instead of opening each profile individually.

Common Issues

Resubscribe option is grayed out or missing → This happens when the selected contact is already Active. The Resubscribe option only appears in the Actions menu for contacts with an Unsubscribed status. Check the contact's current status before attempting to resubscribe.

Contact was resubscribed but still not receiving emails → The contact may be unsubscribed from only one channel. Open their Subscriber's profile and verify that the Email campaign status shows Active. Also confirm the contact belongs to a group that is included in your campaign's recipient list.

Cannot resubscribe a bounced contact → Contacts with a Bounced status cannot be resubscribed through the Resubscribe action because their email address has a permanent delivery failure. You would need to update their email address to a valid one or contact support for assistance.

Resubscribed contact does not appear in filtered list → If you are filtering by Unsubscribed status, successfully resubscribed contacts will no longer appear in that filtered view. Remove the status filter or switch to Active to see the reactivated contact.

FAQs

Can I resubscribe a contact who unsubscribed themselves? Yes. Open their Subscriber's profile, click Actions, and select Resubscribe. However, you must have the contact's explicit consent before reactivating their subscription. Resubscribing someone without permission may violate anti-spam laws.

Does resubscribing restore the contact's group memberships? Yes. Resubscribing changes the contact's email status back to Active but does not affect their group memberships. The contact remains in the same groups they belonged to before being unsubscribed.

Can I resubscribe a contact to only promotional emails but not transactional? Yes. When the Resubscribe subscriber dialog appears, uncheck Transactional Email and leave only Promotional Email selected, or vice versa. Click Resubscribe to apply your selection.

What happens when I resubscribe a contact? The contact's status changes from Unsubscribed to Active for the selected channels. They will begin receiving email campaigns again for those channels. The resubscription event is recorded in the Subscriber activity log on their profile.

Can I resubscribe multiple contacts at once? Yes. On the Subscribers list page, select multiple contacts using the checkboxes, then click Actions and choose Resubscribe. The confirmation dialog will apply to all selected contacts.

Can I resubscribe a deleted contact? No. Deleting a subscriber permanently removes their profile and data from your account. If you have a backup of your subscriber data, you can re-add the contact. To avoid this situation, use Unsubscribe instead of Delete when you want to stop sending to a contact without losing their data.

Is resubscribing reversible? Yes. If you resubscribe a contact by mistake, you can unsubscribe them again. Open their Subscriber's profile, click Actions, and select Unsubscribe. Both actions are reversible and are logged in the Subscriber activity timeline.

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.

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.

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

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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.

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

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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.

You can quickly add individual contacts to your Sender account using the Copy/Paste method.

Steps to Add a Single Contact

• Navigate to your subscribers section
• Click on “Copy/Paste subscriber list”
• In the text field, enter the contact information in this format:
  [email protected], First name, Last name
• Click “Submit”

Adding Custom Fields

You can also include additional information like phone numbers or custom fields:

Example: [email protected], Jane, Smith, +1 234-567-8910

Just make sure to separate each field with a comma, as seen in the example.

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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.

There are several ways to add subscribers to your Sender account. Choose the method that works best for you.

Import Methods

1. Import from a File

Upload contacts from your computer using CSV, TXT, or MS Excel (.xlsx) files.

• Drag and drop your file or click “Import file”
• Maximum file size: 64MB
• The first row should contain column headers (Email address, First name, Last name, etc.)
• Each subscriber must be on a separate row

Download templates: Excel template or CSV template for the correct format.

2. Copy/Paste Subscriber List

Manually paste your contact list directly into Sender.

• Each subscriber must be on a new line
• Separate fields with commas
• Format: Email address, First name, Last name, Custom field

Example: [email protected], John, Doe, +1 234-567-8910

3. Import from Mailchimp

Transfer your subscribers from Mailchimp using your API key.

• Go to your Mailchimp profile (bottom left corner)
• Click “Extras” → “API keys”
• Create a new API key if needed
• Copy and paste the key into Sender
• Click “Get lists”

4. Import from GetResponse

Migrate contacts from GetResponse using their API.

• Click on the menu in GetResponse
• Select “Integrations and API”
• Click on the “API” tab
• Click “Generate API key” and copy it
• Paste the key into Sender
• Click “Start import”

5. Using the API

For developers, you can add subscribers programmatically using our API.

Visit api.sender.net and navigate to Subscribers → Create new subscriber for complete documentation and code examples.

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.

Finding specific subscribers quickly is essential for effective contact management. We provide multiple search and filtering options to help you locate contacts based on various criteria.

Basic Search

Use the main search bar to quickly find subscribers by entering their email address. Simply type the email address (partial or complete) in the “Filter subscribers” box and results will appear in real-time as you type.

Advanced Filtering Options

We provide several dropdown filters to narrow down your subscrbier list effectively.

Email Status Filter, which filters contacts based on their email campaign status with two categories:

EMAIL (Marketing Campaigns)

• Active: Subscribers receiving marketing emails successfully
• Bounced: Email addresses that are undeliverable
• Unsubscribed: Contacts who have opted out of marketing emails
• Reported spam: Subscribers who marked emails as spam
• Non-subscribed: Contacts not enrolled in email marketing

TRANSACTIONAL EMAIL (System Messages)

• Active: Subscribers receiving transactional emails (receipts, confirmations, etc.)
• Bounced: Transactional emails that failed to deliver
• Unsubscribed: Contacts who opted out of transactional emails
• Reported spam: Transactional emails marked as spam
• Non-subscribed: Not enrolled in transactional email delivery

SMS Status Filter, which filters contacts based on their SMS campaign status with two categories:

SMS (Marketing Messages)

• Active: Subscribers receiving marketing SMS messages successfully
• Bounced: Phone numbers that failed to receive SMS
• Unsubscribed: Contacts who have opted out of marketing SMS
• Reported spam: SMS messages reported as spam
• Non-subscribed: Contacts not enrolled in SMS marketing

TRANSACTIONAL SMS (System Messages)

• Active: Subscribers receiving transactional SMS (order updates, alerts, etc.)
• Bounced: Transactional SMS that failed to deliver
• Unsubscribed: Contacts who opted out of transactional SMS
• Reported spam: Transactional SMS marked as spam
• Non-subscribed: Not enrolled in transactional SMS delivery

Groups Filter, which helps find subscribers based on their group membership:

• Select specific groups to view only members of those groups
• Useful for targeting specific segments of your audience
• Can filter by multiple groups simultaneously
• Helps identify subscribers in particular categories like “New subscribers” or “Test groups”

Advanced Filter

For more complex searches, use the “Advanced filter” option which provides detailed filtering criteria across multiple categories:

Subscription Status

• Email – Marketing email subscription status
• Transactional Email – System email subscription status
• SMS – Marketing SMS subscription status
• Transactional SMS – System SMS subscription status

Subscriber Details

• Group membership – Find subscribers in specific groups
• Email address – Filter by email address patterns
• Phone number – Search by phone number criteria
• Created date – Filter by when subscribers joined
• Subscribers location – Filter by geographic location

Campaign Activity

• Sent – Subscribers who received campaigns
• Opened – Subscribers who opened emails
• Clicked – Subscribers who clicked links in emails
• Unsubscribed from emails – Subscribers who opted out
• Was inactive – Subscribers with low engagement

SMS Campaign Activity

• Was sent to – Subscribers who received SMS campaigns
• Clicked – Subscribers who clicked links in SMS messages

Custom Fields

• Fields – Filter by any custom field values you’ve created

Using Advanced Filter

• Click the “Advanced filter” button
• Select criteria from the available categories
• Set specific values or conditions for each selected criterion
• Combine multiple criteria for precise targeting
• Apply the filter to see results matching your conditions

Search Tips and Best Practices

Effective Search Strategies

• Start Broad: Begin with general terms and narrow down as needed
• Use Partial Matches: You don’t need to enter complete information – partial emails or names work
• Combine Filters: Use multiple dropdown filters together for precise results
• Regular Cleanup: Use status filters to identify and clean up bounced or invalid contacts

Common Search Scenarios

• Finding Bounced Emails: Use Email status filter set to “Bounced”
• Locating Test Subscribers: Filter by Groups and select test-related groups
• New Subscriber Review: Filter by Groups for “New subscribers” or “New registrations”
• SMS Campaign Prep: Use SMS status filter to find active SMS subscribers
• Specific Contact Lookup: Use the search bar with email address or name

Managing Search Results

• Bulk Actions: Select multiple contacts for group assignments or updates
• Export Results: Save your filtered results for external use
• Create New Groups: Turn search results into new subscriber groups
• Campaign Targeting: Use filtered lists to create targeted email or SMS campaigns

Troubleshooting Search Issues

No Results Found

• Check spelling in your search terms
• Try partial matches instead of complete information
• Clear existing filters that might be too restrictive
• Verify the contact exists in your database

Too Many Results

• Add more specific search criteria
• Use additional dropdown filters to narrow results
• Try the Advanced filter for more precise searches
• Consider searching by unique identifiers like email addresses

Effective contact searching saves time and improves your ability to manage subscribers efficiently. Use the combination of basic search, status filters, group filters, and advanced filtering to quickly locate the exact contacts you need for any campaign or maintenance task. Regular use of these search tools will help you maintain a clean, organized subscriber database.

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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.