Manage marketing lists

A marketing list is a group of people in STQRY Engage who've agreed to hear from you, such as a newsletter or an events list. You can send a form to everyone on a list, and people can join one by ticking a box on a form.

Create a list

Lists are created in Manage Account → STQRY Engage → Marketing Lists, which needs the CRM Admin permission. Click Create list, enter a Name, and save.

From the same page you can rename a list, or Archive one you no longer use. Archived lists can be brought back with Unarchive.

Create and archive lists in Manage Account.

Let people sign up on a form

Add a Marketing list field to a form and choose the list. Respondents who tick it are added to the list. See Add fields to a form.

The form's Action must be Create people and marketing list subscriptions, and the form needs an Email field. See How form submissions add people.

See who's on a list

Go to Engagement → Marketing Lists. The list page shows how many people are Subscribed and Unsubscribed, among other statuses. Open a list to see each person and their status.

The counts show how each list is doing.

Click Download CSV for a spreadsheet of the list.

Add or remove someone

To add someone, open the list, click Add subscriber, and choose a person. They need to be in People first. See Manage people.

To remove someone, click the unsubscribe icon (−) on their row. They stay on the list as Unsubscribed, with a note saying who unsubscribed them, so you have a record of it. You can subscribe them again if they ask.

Each person's status, with a button to subscribe or unsubscribe them.

Only add people who have agreed to hear from you.

Unsubscribe requests

People can ask to unsubscribe by replying to a form invitation. Unsubscribe them yourself from the list. See Send a form by email.

Next steps

• Send a form by email: send a form to everyone on a list.
• Manage people: add and edit contacts.