Review, organize, and update your contacts in mailing lists and saved segments.

The Lists & Segments panel is a part of your Contacts panel where your contacts are grouped by segments and mailing lists.

Types of lists

Each contact list in the Lists & Segments panel is one of three types:

• Smart segments - Built-in lists automatically generated by your site based on different categories of contacts
• User segments - Lists you create by saving filtered searches in the Contacts panel or in one of the other types of lists
• Mailing lists - Email Campaigns mailing lists

To review only certain types of segments or lists, click Filter by at the top of the panel, then select the type or types to display.

Depending on how visitors interact with your site, their contact information may appear in multiple lists and segments. For example, a subscriber to your mailing list will also appear in your Subscribers smart segment.

Smart segments

Smart segments automatically organize contacts based on how they've engaged with your site. It's not possible to edit, rename, or delete smart segments.

To learn more about each type of smart segment, click the links below:

• Subscribers
• Potential Customers
• Customers
• First-Time Customers
• Repeat Customers
• Members
• Donors
• Form Submitters

Export smart segments

You can export all smart segments except Form Submitters. To export a smart segment to a .csv file:

• In the Lists & Segments panel, click ... next to the smart segment you want to export, then click Export.
• Alternatively, you can click a smart segment to open it, then click the export icon in the top-right corner.

This exports only the contacts from the selected smart segment.

It's not possible to export contacts from the Form Submitters segment. These contacts will be exported from the main Contacts panel and from other segments they appear in, but form data won't be included. If you want to manage form data outside of Squarespace, we recommend connecting your form block to an additional storage option, like Google Drive. 

User segments

User segments are lists you create by applying filtered searches to the Contacts panel, smart segments, or mailing lists, then saving the filtered set of contacts. You can save up to five user segments.

When you use the saved segment in the future, Filtered from appears under the segment’s name, to show which list your saved segment applies to.

Manage user segments

In the Lists & Segments panel, click ... next to a user segment to:

• Edit - Change the tags and filters applied to the user segment.
• Export - Export all the contacts in the user segment to a .csv file.
• Rename - Change the name of the user segment.
• Delete - Delete the user segment. Deleting a user segment doesn't delete the contacts, only the specific filtered list.

These options also appear in the top-right corner of the panel after you open a user segment.

Mailing lists

Mailing lists are lists of subscribers who've signed up for a particular newsletter or campaign. All the mailing lists you create for Email Campaigns appear here. You can add new mailing lists directly to the Lists & Segments panel by clicking Create Mailing List in the top-right corner.

Add subscribers

To add existing subscribers to a mailing list:

1. Open the Lists & Segments panel.
2. Click a mailing list.
3. Click Add Subscribers in the top-right corner of the panel.
4. Click Upload a list or Add an individual subscriber. To learn more, visit The Contacts panel.

Manage mailing lists

In the Lists & Segments panel, click ... next to a mailing list to:

• Export - Export all the contacts in the mailing list to a .csv file.
• Rename - Change the name of the mailing list.
• Delete - Delete the mailing list. Deleting a mailing list doesn't delete the contacts, only the specific list. This also deletes the list in your Email Campaigns.

These options also appear in the top-right corner of the panel after you open a mailing list.

Subscriber contacts

The Subscriber smart segment includes contacts who sign up to one or more of your Email Campaigns mailing lists, as well as those who otherwise ask to receive email marketing from you. For example, if a visitor subscribes through a newsletter block without a mailing list selected or signs up for updates through a form block, they appear under Subscribers even though they haven't been added to a specific mailing list.

To review all subscribers:

1. Open the Lists & Segments panel.
2. Click Subscribers.
3. Optional: Filter by Mailing list or click More filters for other filter options.
4. Optional: Click Save segment to create a filtered user segment.
5. Optional: Sort the list of subscribers by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
6. Click a subscriber to review:
   
   • Name and email address
   • Subscriber status
   • The date they first subscribed
   • How many mailing lists they’re on

The mailing lists they’re on are listed at the bottom of their contact information. Click Remove to unsubscribe them from a list.

Keep in mind, if your newsletter blocks use another storage option, like Mailchimp or Google Drive, instead of Squarespace, your subscriber information passes through your site directly to those options, and won't appear under Subscribers.

Subscriber source

A subscriber's source shows how they subscribed. If they're subscribed to more than one mailing list, it shows how they signed up the first time.

The source can be one of the following:

• Organic - Website Signup - They subscribed through a Newsletter block or promotional pop-up on your site. This source also includes Acuity Scheduling clients, and form submitters and members of free member sites who opt in to receive your email campaigns.
• Organic - Checkout - They subscribed at checkout, or purchased a membership to a paid member site.
• Organic - Waitlist Signup - They subscribed to a product waitlist.
• Manual - Added - You added them individually to a mailing list.
• Manual - Imported - You imported into a mailing list using a .csv file.
• Unknown - Our system can't identify the source.

Potential customers

If you sell products, services, or digital product memberships on your site, use the Potential customers list to view all visitors who haven't yet placed an order on your site, but who have shown interest by signing up for one of your mailing lists. The Potential customers list only includes contacts that meet both of the following search parameters:

• Accepts marketing
• Number of orders = 0

To view this list of potential sales leads:

1. Open the Lists & Segments panel.
2. Click Potential Customers.
3. Optional: Filter by Mailing list or click More filters for other filter options.
4. Optional: Click Save segment to create a filtered user segment.
5. Optional: Sort the list of leads by the date they first subscribed, or search for a name or email address. You can also review the subscriber source.
6. Click Customize email in the banner at the top of the panel to contact all of your leads using Email Campaigns. If your site is on a Business, Commerce, Professional, or Premium plan, you can include a discount code in your campaign.

Customer contacts

To compare key customer information:

1. Open the Lists & Segments panel.
2. Click Customers.
3. Optional: Filter by Total spent or click More filters for other filter options.
4. Optional: Click Save segment to create a filtered user segment.
5. Optional: Sort the list of customers by total number of orders, the date of their last order, or their total amount spent. You can also search by name or email address.
6. Click a customer to review:
   • Total amount spent
   • Date of their last order
   • Average order amount
   • Total number of orders
7. Click the Order or Recurring tabs to review the customer’s purchase history based on order type.

If you offer pricing plans for your digital products, anyone who purchases a membership to your pricing plan appears in Customers. The pricing plan name appears in Orders if the plan has a set amount that members pay in one payment. If members have to make ongoing payments (either recurring or installments), the pricing plan name appears in Recurring.

Other customer lists

To narrow down the type of customer contacts, select one of the other customer lists in the Lists & Segments panel:

• First-Time Customers - Contacts for all customers who've placed exactly one order on your site.
• Repeat Customers - Contacts for all customers who've placed two or more orders on your site.

This is a great way to target specific types of customers with discounts or promotions. Keep in mind, a subscription product only counts as one order, so customers who've only placed an order for one subscription product will appear as first-time customers, even after the subscription renews.

Member contacts

To review members of all pricing plans on your site:

1. Open the Lists & Segments panel.
2. Click Members.
3. Optional: Filter by Membership, or click More filters for other filter options.
4. Optional: Click Save segment to create a filtered user segment.
5. Optional: Sort the list of members by the date they first became members, or search for a name or email address.
6. Click a member to review:
   
   • Name and email address
   • Membership status
   • The date they first became a member
   • How many member sites they have membership to

To learn more, visit Managing members.

Donor contacts

To review donor details:

1. Open the Lists & Segments panel.
2. Click Donors.
3. Optional: Filter by Total donated or click More filters for other filter options.
4. Optional: Click Save segment to create a filtered user segment.
5. Optional: Sort the list of donors by total number of donations, the date of their last donation, or their total amount donated. You can also search by name or email address.
6. Click a donor to review:
   • Date of their first donation
   • Date of their last donation
   • Email address
   • Total amount donated
   • Total number of donations

If a donor makes recurring donations, click Recurring, then click General fund to review their recurring donation details, like the date of their next donation and their renewal frequency. All donations are linked to the General fund.

The individual donations are listed at the bottom of the contact information. Manage them in the Donations panel.

Form submitter contacts

When visitors submit information through a form block on your site that requires their email address, a contact is created for them. If the visitor already has contact information on your site, their form submission details are added to their contact.

To review form submitter details:

1. Open the Lists & Segments panel.
2. Click Form submitters.
3. Optional: Sort the list of submitters by email address or the date of their last submission.
4. Click a submitter to review their five most recent submissions. If they've submitted more than five, click See all submissions to open a complete list.
5. Click a form submission to review the information they submitted.

If you sell specialized services to clients on a project-by-project basis, you can create a new project to send invoices, track revenue, and view upcoming milestones.

Filter by form name

If you have multiple form blocks on your site, filter by Form Name to find the submitters you're looking for:

1. Open the Lists & Segments panel.
2. Click Form Submitters.
3. Click Form Name.
4. Select a form name. It's not possible to filter multiple forms at the same time.
5. Click Apply.

Keep in mind:

• The form submitters list doesn't support other filtering options or the option to save filtered searches as user segments.
• Form blocks are named "New Form" by default. Give your forms different names to ensure the filter doesn't have multiple forms of the same name.
• The names of form blocks that haven't received a submission yet won't display in the filter.
• The names of deleted form blocks won't display in the filter. If you deleted a page with a form block on it, the form name will appear in the filter until the page is permanently deleted.

Add form submitters to Subscribers

Form submitters will also be added to your Subscribers list if your form block has Email Signup enabled and the submitter checks the Sign Up for News and Updates box. This way, you can send them campaigns and other communications.

If your form doesn't have Email Signup enabled, or if submitters don't check the Sign Up for News and Updates box, their contact will only appear under Form Submitters and won't accept future marketing emails.