# Mailing lists and segments: build your audience

> Create mailing lists, upload or import recipients, build dynamic lists from CRM segments, and understand how unsubscribed and bounced addresses are handled.

Source: https://enydea.com/en/documentation/mailing-lists-and-segments · Last updated 2026-10-02

## What mailing lists are

A mailing list is the set of recipients a campaign sends to. Each entry has an email address and optional title, first name, last name, company, website and four free **Info** fields for personalisation. Lists live on the **Mailing list** tab of **Mailings**. You can fill a list by hand, from a file, from your CRM, or let a **dynamic list** follow a live CRM segment.

> **Note:** Parts of this screen are translated. In the Dutch, German and French app some button names differ from the English names used here.

## Before you start

- **Mailings** works on the relation shown in **Current Account**. New accounts start with one.
- Lists built from your CRM need relations or contact persons with email addresses. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md).

## Create a list and add recipients

![A mailing list opened for editing, with its name and description above a table of recipients showing title, name, e-mail and company](https://enydea.com/seo-assets/screens/mailings-lists.webp)

*A mailing list with its recipients. The tabs above the table are List, Upload New and From CRM.*

1. Open **Mailings** -> **Mailing list**.
2. Click **+**. A list called **New list** is created and opened.
3. Fill in **Listname**, **Category**, **Industry**, **Location** and **Description**, then click **Save Mailinglist**.
4. Open the **Upload New** tab. To add one person, fill in **Email** (and any other fields) and click **Add Recipient**.
5. To upload a file, drop an XLSX, XLS or CSV file on the drop zone under **Upload small file (less then 500 entries)**. Enydea reads the first sheet and uses its first row as headers.
6. Check the column drop-downs. Enydea pre-selects columns from header names such as email, firstname, lastname, company, title and website. **Email** must be set. **Info 1** to **Info 4** take any extra columns.
7. Click **Upload to Mailinglist**.

Invalid and duplicate addresses are skipped, but the message "N entries imported" counts every row it sent, so check the list total. To split a file into several lists, pick the column that holds the list name in **Maillinglist**, switch on **Create new Mailinglist based on Mailinglist field** and confirm "This will create N new mailing lists".

The **Upload large file** panel on the same tab only uploads the file as a general file. It does not add addresses to a list.

The **List** tab shows entries 100 per page and has a bin icon per entry. It does not show which entries are unsubscribed or bounced.

## Import contacts from CRM relations

1. Select a list, then open the **From CRM** tab.
2. Set filters: **Search** (name, city or domain), **Status**, **Type**, **Country**, **Industry** and **Tags** (a relation must have every tag you pick).
3. Choose **Marketing relations only**, **Include contact persons** (on by default) and **Include relation email** (off by default).
4. Click **Load Preview**. The preview shows unique contacts from up to 500 matching relations. Click the x on a row to drop it.
5. Click **Import n to Mailinglist**.

An import is a snapshot. Later CRM changes do not update the list. For a list that stays current, use a dynamic list.

## Dynamic lists

1. Select a list and click **Dynamic list**. A badge **ON** shows when it is active.
2. Switch on **Make this a dynamic (auto-updating) list**.
3. Under **Who should receive it?**, click **Add filter**. Choose a filter and its value. Tick **Not** to invert it. With two or more filters, choose whether a relation must match **ALL** (the default) or **ANY** of them. A live estimate shows "matching contacts".
4. Choose the **Email source**: **Relation emails** (the default), **Contact-person emails** or **Both**. Filters pick the relations; the source picks whose addresses are used.
5. **Refresh automatically before each send** is ticked by default. Click **Sync now** to refresh at once, then **Save settings**.

A sync adds new matches and removes dynamic entries that no longer match. Entries you added by hand, by upload or by CRM import are never removed. When the source includes contact persons, the list skips private mailboxes such as Gmail, recruitment, no-reply and department inboxes such as press@, and generic inboxes such as info@ unless the contact has a name.

| Group | Filters |
|---|---|
| Membership | All contacts with an email, Has a valid email, In category |
| CRM attributes | Status is, Type is, Source is, Industry contains, Country is, City is, Owner (account id) is, Has tag, Custom field equals, Discovered by LeadFinder |
| Flags | Is B2C, Marketing opt-in |
| Scoring | Lead score at least, Employees at least |
| Recency | Created within (days), Updated within (days), Not updated within (days) |
| Engagement | Opened email within (days), Clicked email within (days), Visited page (URL pattern), Submitted a form within (days), Has not converted, High engagement score ≥ |

> **Warning:** **Marketing opt-in** is not a consent flag. It matches relations that have **Marketing Relation** ticked, the box that makes a relation selectable in **Current Account**.

## CRM categories

A CRM category is a saved segment. Click the category icon on the **Mailing list** tab (tooltip: Manage auto-filter CRM categories) to open **CRM Categories**.

1. Click **New category**. Enter **Name**, **Color** and **Description**.
2. Tick **Auto-assign matching relations (keep membership in sync with the rules)** to keep members current.
3. Add **Filter rules** with the same filters as above.
4. Click **Create**. For an existing category, click **Save & recompute**.

The list shows each category's member count. Use the refresh icon to recompute members. Use a category in a dynamic list with the **In category** filter.

## Unsubscribed and bounced addresses

Campaign mail carries a one-click unsubscribe header, and the **Footer** block of the [template editor](https://enydea.com/en/documentation/mailings-and-campaigns.md) adds an unsubscribe link. When someone confirms the link, their address is marked unsubscribed on every list in your company, and the link never expires. Hard bounces and spam complaints are marked bounced the same way. Marked addresses are skipped at send time and are not re-added by a dynamic list. In a hand-made list they stay listed and counted; a dynamic list removes them on its next sync. Temporary delivery failures are not marked.

## Related

- [Mailings and campaigns](https://enydea.com/en/documentation/mailings-and-campaigns.md)
- [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md)
- [Tutorial: your first campaign](https://enydea.com/en/documentation/tutorial-first-campaign.md)