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Mailing lists

Open Mailing lists in the active organization's Communication group. Modular organizations need the Mailing lists module as well as the relevant role permissions.

Create a list and prepare an email​

  1. Open Mailing lists and select the creation action.
  2. Enter a name and save. The dashboard opens the new list.
  3. Open Subscribers and add the intended contacts with email addresses. Review pending versus verified subscription status.
  4. Open Mails and compose an email.
  5. Select all subscribers, filter by CRM tags/type/status, or select individual subscribers. Review additions and exclusions; exclusions take precedence.
  6. Review the sender, recipients, subject, content and attachments, then save a draft or complete the explicit send/schedule action.

Creating a list, adding contacts and saving a draft do not send an email.

Audience resolution and delivery​

Each email retains its own audience selection. Scheduled emails evaluate matching subscribers again when delivery begins, so a preview count is an estimate. Only verified, subscribed and deliverable recipients receive the email. Retries keep the audience resolved at the start of delivery.

CRM-based assignments respect the eligible contact/access context. A CRM contact existing in the organization does not automatically mean it is subscribed and deliverable.

Newsletter volume is separate from stored-contact capacity, operational email and the email allowances earned by event invitations. Review the relevant usage in Subscription. Capacity exhaustion can pause unsent recipients; inspect the existing campaign rather than creating a duplicate send.

Check results​

  • Subscribers shows audience membership and subscription status.
  • Mails shows drafts, scheduled messages and earlier sends.
  • General contains list settings and delivery statistics for the selected period.

For a missing recipient, check subscription verification, opt-out/suppression state, audience filters and exclusions, then the campaign's delivery status and available allowance.

Related: Email and approvals, Contact forms.