Kartra

Guide to Email List Maintenance

Intro to Lists

Add contacts to mailing lists automatically

Manually manage mailing list subscriptions

Intro to Tags

Manually add or remove tags from contact profiles

Merge tags

Contact profile

Contact scoring

Engagement score in contact profile

Combining contacts

Exporting contacts

Delete or recover a contact

Filter contacts and apply bulk actions

Contact status and filtering

Clear blocklisted contacts

FAQ: Contact status management

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Manually adding contacts

Importing contacts in bulk

Contact import approval

Contact import denial

Email subscription management (for contacts)

Import error: 55 column limit

Contacts, Lists, & Tags

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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