Managing Your User List for Effective Email Automation

Your User Database

Good data leads to good emails. Here's how to maintain it.

Importing Users

Automatic Sync

Connect Segment, Stripe, or your app's database for real-time sync.

Manual Import

Upload CSV files for bulk import:

• Email (required)
• First name
• Last name
• Company
• Custom fields

API

Send user data programmatically as events occur.

Data Hygiene

Remove Invalid Emails

Bounced emails hurt deliverability. Remove them.

Update Stale Data

Periodically refresh user information from source systems.

Handle Duplicates

Merge duplicates to avoid double-emailing.

User Statuses

Active

Can receive automated emails.

Suppressed

Manually excluded from automation.

Unsubscribed

Opted out via unsubscribe link.

Bounced

Email address invalid or rejected.

Privacy Compliance

Data Retention

Define how long you keep user data.

Export

Users can request their data.

Deletion

Users can request erasure.

Best Practices

• Keep data minimal (what you actually use)
• Sync regularly with source systems
• Audit your list quarterly
• Document your data sources