Skip to main content

The whole picture

Team

Everything you create belongs to a team: lists, subscribers, campaigns, mailers, API tokens, domains, settings. One person may belong to several teams and move between them; what one team holds stays invisible to the others. Each member has a role: owner, editor or viewer. See Team.

List

A list gathers people who agreed to receive one kind of e-mail. It carries a language, a sender, the double opt-in choice, the confirmation and welcome e-mails, a subscription form, and possibly sending hours. The same address may sit on several lists: they are then separate subscribers, each with their own status.

Subscriber

A subscriber is an address on a list, with a first name, a last name, a time zone, a language, custom attributes (any field you find useful: city, date of birth, plan…) and tags. Their status is one of three: Every subscriber also has an engagement score from 0 to 100, worked out every night from their opens and clicks.

Tag

A tag (the Tags tab) is a label put on a subscriber. An internal tag is for the team only; a preference tag appears on the subscriber’s preferences page, where they tick it or untick it themselves (“Promotions”, “New products”, say).

Segment

A segment is a filter saved on a list: “the subscribers with the vip tag who opened an e-mail in the last 60 days”. It is worked out again at every use. You send a campaign, or open an automation, to a segment rather than to the whole list.

Mailer

A mailer is the service that actually delivers the e-mails: SMTP, Amazon SES, Postmark, Mailgun, SendGrid, Brevo or Resend. You may configure several and choose which one serves campaigns, automations and transactional e-mails.

Template

A template carries the shared layout (header, footer, styles) and an editable area that each campaign fills. Transactional templates are a different thing: see below.

Campaign

A campaign is an e-mail sent once to a list or a segment. It moves through these states:

Automation

An automation is a journey: a trigger (a subscription, a tag, a date, an API call…) brings a subscriber in, and they move from action to action (wait, send an automation e-mail, tag, take a branch…). Each subscriber has their own journey with a status: running, finished, stopped, goal reached, or left early.

Transactional e-mail

A transactional e-mail goes to one person at the request of one of your applications: an order confirmation, an invoice, a sign-in link. It comes from a transactional template known by a name (order-confirmation) and filled with variables. It depends on no list and is not unsubscribed from.

Suppression list

The suppression list holds the addresses the team never writes to again, whatever the list: hard bounces, spam complaints, manual blocks. Nothing is sent to them, and an import does not bring those people back.