Contacts, Lists, Tags, and Segments

Contacts is the workspace-wide directory of people and their marketing status. Lists are saved recipient groups that you can select for a campaign or automation.

• Use Contacts to maintain profile details, status, custom fields, and permission context.
• Use Lists for deliberate membership management and fixed-group campaign targeting.
• Use Tags for internal organization that should not automatically define a send.
• Use Segments for dynamic groups based on supported contact, list, tag, and date rules, including campaign targeting when membership should follow those rules.

1. Use search, filters, and sorting to narrow the directory before selecting contacts. On a small screen, open Filters to review status, List, Tag, Segment, and sort controls together.
2. Select up to 200 visible contacts directly, or freeze the current filtered result for a background action of up to 50,000 contacts.
3. Create only the custom fields your team will maintain.
4. Use clear List names that describe the recipient purpose.
5. Review Hygiene for duplicate candidates and permission history.
6. Review Suppression before investigating why a contact did not receive a send.
7. Review each signup form's aggregate health when confirmations expire or verification delivery begins failing.