List & Contact Best Practices

A list is a group of contacts who have opted-in to receive emails from you. Often times this is referred to as your newsletter, but you also might have a list for a webinar, a summit, a specific free content download. Below are some of the best practices for a list, as well as how to manage your list.  

House List

Most businesses will want to have one main email list that they send regular newsletters or emails. In Simplero, this will be the list marked with a little house next to it House_listThe 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 one of your sublists. 

Additional or Sub Lists

Create sublists for events, webinars, or opt-ins

You will want to add those events, webinars or opt-ins 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.

To add subscribers to your main list:

  1. Select Lists & Contacts from your Simplero Dashboard
  2. Select the Lists tab
  3. Select your House or Main list
  4. Select the +Add subscribers tab
  5. Select the Copy from other tab
    Add_subscribers_from_sublist
  6. Select from a Lists or Products and mark the options for your Import options and Auto responses
  7. Click the blue Copy now button to save

For evergreen funnels or special offers, you will 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 step 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.
Unstar_the_sublist

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 these sublists set up with a trigger to auto add everyone to the main newsletter you will have nothing to worry about missing any contacts in our database.  

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 into 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.

When importing a list from another server

When you import subscribers to a current list, you'll want to do so 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.

Who counts as a contact

The following 4 areas are counted towards as a contact in your Simplero account:

  1. Contacts who have made a purchase, whether it's free or paid... we need to keep these around for the accounting
  2. Contacts actively subscribed to a list
  3. Contacts currently in an automation (if they've completed it, they don't count)
  4. Contacts that have been tagged

We don't count contacts that have asked us never to contact them ("Do not contact") unless they've made a purchase.

People only count once as a contact no matter how many purchases, lists, automations or tags they have (assuming they are using the same email address each time).

Click here to see how many contacts are included in your plan or check out Plan and Billing under Settings from your Simplero Dashboard. 

How "Do Not Contact" works

Customers can choose to ask us not to contact us again. It's like a "kill-switch" for all communications, whether for lists, products, affiliate programs or anything else, and whether via broadcast, auto-response or text message.

  • It doesn't include transactional emails like invoices, password resets, etc., but it does cover all broadcasts and emails
  • It doesn't actually unsubscribe people from anything. It just stops all the emails and texts
  • If they choose to undo it and switch back to "Do Contact", all their subscriptions will be intact as they left them before, and emails and texts will pick back up.

The reason we need this feature is both because it makes it easier for people to unsubscribe in one go if they're on multiple lists, products, etc. and you're sending to multiple lists, products, etc. It is also because as we add tagging and segmentation, this will effectively be the only way for people to opt out.

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 than 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.