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When importing a list from another server
Import your list before turning on Autoresponders or adding a trigger to start an automation this way previous subscribers do not receive the welcome sequence a second time.
You may also want to check what kind of information you have in the CSV file exported from your old program. Any information that you want to import to Simplero, you will have the option to select at the start of your import process. Each column in the CSV file will give you the option, whether it should be imported or discarded, and what it should be imported.
Also note that If the "Skip Confirmation" box is left unchecked, those being imported, will receive an automatic email with the confirmation email process at the start of the import.
Most businesses will want to have one main email list that they send regular newsletters to. In Simplero, this will be the list marked with a little house next to it. The house list, we call it affectionately. Of course, if you have multiple distinct audiences, you might have several main lists.
When you send broadcasts you will want to always send it to your house list unless it is specific to your sublist.
Additional or Sub Lists
Create sublists for events, webinars, or opt-ins. You will want to add those subscribers to your main list so they receive access to your regular emails and newsletters.
For campaigns, typically you'll want to wait until the campaign is over before you add them to your main list. In that case, when the campaign's over, go to your main list, click Add Subscribers, select from a list or product, and then choose the sublist to copy from.
For evergreen funnels or special offers, you'll typically want to add them to your main list right away. In this case, the easiest way is just to set up a trigger on the sublist that also adds them to the main list. You can temporarily pause emails to that list while in the funnel by using triggers or adding it as a steps in your automation funnel.
When You're Done With a Sublist just click the little star next to the list on the overview, and we'll hide it from then on. It's not too hard to find, but at least it won't clutter up your main list screen anymore.
Again we want to reiterate that unless a broadcast is specific to one of these sublists it is always best to email the main house list. If you have theses sublists set up with a trigger to auto add everyone to the main newsletter you will no have to worry about missing any contacts in our data base.
Adding to your house list from a product
Because when sending out newsletters and sales promos we always encourage them to be sent to your house list, it is a good idea to get people from your products onto your main list. This can be done either through a trigger in the product or by having the option on order from where the customers chooses if they want to be on that list. For more info about that option check out this guide.
GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. When opting someone into your house list after the purchase of a product it is best practice to use the consent checkbox that adds them to a list rather then a trigger to do it automatically. You can do the same thing on a list opt-in to a sublist where you can use custom checkbox asking for their consent and then adding a trigger to that custom form field that adds them to the house list. This message does not constitute legal advice should you have a question about compliance please consult a lawyer.