The recipient lists are divided under the following tabs:
Moving the mouse pointer to a line belonging to a particular campaign will display additional options for working with the list:
Click theicon to display reports for a specific recipients list.
By clicking on theicon, it is possible to edit the name and description of the recipients list.
The recipients list is opened by clicking on its name or on the number of recipients contained in it.
A new list of recipients is created by clicking the button Add new list. A form will appear in which you will fill in the name of the new recipient list (name of the mailing list is public and may show up in automatically generated UTM tags for Analytics) and optionally its more detailed description (which is only visible in the platform). After clicking on the Save button the list will be created and individual recipients can be stored in it.
Try to keep a limited amount of mailing lists and do not create a new list for each campaign. In most cases one mailing list will be enough. For example if you have 2 country sites, have two lists – one for each country.
Keep in mind that campaigns can be sent to multiple mailing lists as well as subset of a list matching a delivery capping condition.
There are multiple ways how to add recipients to mailing lists. It could be done automatically (recipient import), manually (inserting recipients one by one), but the most recommended method to automate mailing list recipient data updates is using data sources.
Mailkit can also generate subscribe forms that you can place on your website to allow visitors to sign up for your newsletters. In such case your signup process will be completely handled by Mailkit – from collecting the address, sending a confirmation email, tracking cofirmation and consent records to adding confirmed recipients to the lists.
First, you need to open the list of recipients to which the new recipient is to be entered - either by clicking on its name or on theicon next to the number of recipients contained in it. After opening the list of recipients, click on the Add recipient button and the form for filling in the data about the entered recipient will be displayed.
This form contains all the information that may be available to the recipient on the system. These include personal information (such as name and gender), contact information (such as email and phone), address and up to 25 custom fields, which allow you to store all relevant information about the recipient to power your personalization and targeting.
The names of these custom fields can be changed. You can change the custom field name in any recipient detail window by clicking on the field title. Change of the custom field name will affect the whole mailing list.
The custom field names will be automatically preset from the heading name when importing recipients from data source or from a column title in case of importing from a CSV/XLS file.
Keep in mind that setting your own names for custom fields can help you find the right data not only in the list itself but when using advanced features like delivery capping. In case you will be using custom fields within content, templates and conditions, you will still have to refer to these fields using their custom field number, eg. [CUSTOM1] or recipient. CUSTOM1.
Mailkit distinguishes 5 status types of a recipient.
Cliking theicon in the recipient's row will display a complete recipient history for the last calendar year – information about all sent campaigns, their respective subject lines and content and the recipient's responses – whether the recipient opened the campaign, clicked links, type of user agent used, etc.
Created: date of recipient record creation.
Last update: last time the recipient record has been updated (record can be updated using a data source, import, manual editing or by recipient's action in an email).
Consent date: date a consent has been recorded (if any).
Last sent: date of last delivery to recipient.
Status: current recipient status.