Your email list
People who join your email list on your website go on a list you can search, add to and export, instead of becoming requests.
An add-on we switch on for your business. Ask us about it
When someone signs up on your website's email-list form (like "Truck updates" or a newsletter), they go on your Email list. They aren't a request: there's nothing to answer, no customer record and no quote.
Find your list
Go to Work → Email list in the left menu (just under Customers). You see each person's email, name, what they signed up for, how they joined and when.
Use Subscribed, Unsubscribed or All at the top to filter, and Search email or name to find someone. Only people whose role includes Delete customers & requests (Owners, for example) see the list.
How people get on it
- From your website. They fill in your email-list form. Your website shows them its own confirmation. Nothing is emailed to them.
- Added by you. Click Add someone, enter their email (and name if you like) and click Add. Only add people who asked to hear from you. Nothing is emailed to them either.
You get a phone notification for each new sign-up. Turn it off under Email list sign-ups in Settings → Notifications.
Unsubscribe or remove someone
- Unsubscribe: for someone who asked to come off. They stay listed, marked Unsubscribed, so nobody adds them back by mistake. You can't add them again by hand. Only they can, by signing up on your website again.
- Remove: takes them off the list completely. Use it for a typo or someone added by mistake.
Send to your list
Sending emails to your list from Hello to Paid isn't available yet. For now:
- Click Export CSV.
- Import the file into your email tool, like Mailchimp or Constant Contact.
The file has everyone still subscribed: email, name, what they signed up for, how they joined and the date.