1. Build your contact list

Before sending your first campaign, you must have at least one active list with at least one valid subscriber.

  • Go to Contacts
  • If you have more than one list, you’ll see the number of active lists. Click on a list’s name to access the detailed information of the list
  • Detailed information of the list includes the number of contacts

We recommend using one master list for all your clients. You can later create groups within this list.

Add recipients

  • Click on Add contacts on the right hand menu.


At this point, you can either:

  • Import a list, as a .CSV, Comma delimited type file. If you have an existing list, this is your fastest and easiest option.

  • Enter contacts one-by-one, If you only have to add a few new subscribers

Remember: You can only email a person, not a group (emails will be sent to “jane.doe@”, but will not be sent to “sales@…” or “accounting@…” )

By the way: How old is your list? If you haven’t spoken to your “customers” by email in the past 6 months, we recommend launching a reconfirmation campaign to avoid any kind of complications – such as account suspensions or being flagged as Spam by your customers.

Getting new subscribers:

From your website

  • Access your list by going to the Contacts tab and click on the desired list.
  • Click on Supscription forms on the right hand menu.
  • You will have the option to either grab the HTML code to embed on your site, or use a direct link to the form.
    • Grab HTML Code will give you the code to embed the code on your website, which can be customized
    • Direct Link will give you the direct link to the form

Note: If you have any personalized fields on your list, they will be added to the form.

Important: A Confirmation email is preset to be automatically sent to anyone who uses s subscription form to sign up to your list. It’s followed by a Welcome email once they’ve confirmed their email address. You can personalize the welcome and confirmation emails.

At your brick and mortar building? At events and tradeshows?

Make sure you have a paper form or an iPad so people can fill in their information while they’re waiting to pay. Use a specially created confirmation email to make sure the address is valid.

Many people use and trust Citrusemail…

569 874CitrusEmail subscribers worldwide

2,652,145emails sent in the past 30 days

They chose Citrusemail, why not do the same?