Managing Members

Adding contacts to a list

There are three ways to add contacts to a list in SendBeam. Use whichever method fits your workflow — the result is the same.

From the list page

1. Navigate to Lists and open the target list.
2. In the Add Contact to List box at the top, enter the contact's email address. The contact must already exist in the workspace — add them under Contacts first if not.
3. Click the add button. The contact joins the list immediately; if the list uses double opt-in, they also receive the confirmation email.

From a signup form

A signup form adds each visitor who submits it to the list you chose when creating the form, creating the contact if they are new. This is how most lists grow.

Via the API

POST /api/v1/lists/{id}/contacts adds an existing contact by ID. It is the right tool for syncing memberships from your own systems or for bulk operations. It follows the list's double opt-in setting exactly as the list page and forms do: on a double opt-in list (or any list on the Free plan) the response says "membership": "pending_confirmation", the contact is emailed the confirmation link and campaigns skip them until they click it; on a single opt-in list it says "membership": "confirmed". Posting an unconfirmed member again re-sends the confirmation (at most one per address every 10 minutes); a confirmed member is a 409. Only subscribed contacts can be added — an unsubscribed, bounced or complained contact is refused with 422. See the API reference.

Removing contacts from a list

Removing a contact from a list takes them off that list only. Their contact record, status, and membership in any other lists are not affected.

• From the list page — find the contact in the members table and click the Remove from list icon on their row, then confirm.
• Via the API — DELETE /api/v1/lists/{id}/contacts with the contact's ID in the request body.

Subscribers can leave one list

Every email carries an unsubscribe link. When the person who clicks it is on one or more of your lists, the page they land on is a preference page: each list they are on, ticked, with the list this email was sent to marked "this email". Unticking a list and clicking Save preferences removes them from just that list — they stay subscribed and keep receiving your other lists. Unsubscribe from everything (and unticking every list) does what it says: the contact becomes unsubscribed and goes on the suppression list.

Leaving a list fires the contact.list_left webhook event, and if the list was the one this campaign went to, it counts as an unsubscribe in that campaign's statistics. The one-click unsubscribe that Gmail and Yahoo trigger from the mailbox header is always the full unsubscribe, as those providers require.

Offering a list to your other workspaces

If you run several sites on one account, a list in one workspace can be offered to the people who subscribed on another. It is an offer, not a transfer: the person ticks it themselves, and a contact is created in the list's own workspace with its own consent record and its own unsubscribe. No workspace ever sees another's contacts.

Marking a list offerable

1. Open the list under Lists and expand List details.
2. Tick Offer this list on your other workspaces and click Save list. Give the list a description while you are there — it is shown with the offer, and it is what persuades someone to tick.

The switch is shown only to a workspace admin, and only when the workspace belongs to an account — a workspace with no account has no other workspaces to offer to. Through the API, PATCH /api/v1/lists/{id} with "offerable_across_account": true does the same, and answers 403 for anyone else, an API key included: a key is bound to one workspace, and this decision reaches beyond it.

Where the offer appears

In one place only: the More from us tab of the preference page that your other workspaces' subscribers reach from the unsubscribe link in their emails. It never appears on a signup form or in a campaign link, and it is never the tab the page opens on — someone who came to leave a list is not made to walk past it. Each offer shows the list's name, which of your workspaces it belongs to and, if you gave it one, its description — unticked. Nothing happens unless the person ticks it and clicks Sign me up.

What happens when someone ticks it

Everything after the tick is the list's own workspace's ordinary signup path, not a shortcut through it:

• Its suppression list wins. Someone who unsubscribed from that workspace is not re-added by ticking a box on another workspace's page. They are told only that nothing changed.
• Its plan's contact cap applies. A workspace that has used its allowance cannot gain a contact this way.
• Its double opt-in is honoured. On a double opt-in list — or any list in a Free-plan workspace — the membership is created unconfirmed and the confirmation email goes out, exactly as that workspace's own form would send it. Someone who never clicks the link is never mailed.

Viewing list members

Opening a list shows a table of everyone on it. Each row shows the contact's name and email, their contact status, and the date they were added; on a double opt-in list, members who have not yet confirmed carry an awaiting confirmation badge, and the total waiting is shown at the top of the page. Twenty members are shown per page. The List details panel above the table is where you rename the list or change its double opt-in setting.

From the members table you can:

• Click a contact's name or email to go directly to their full contact profile.
• Remove a contact from the list.

Member status

The status column in the members table is the contact's workspace-wide status, not a per-list one:

• Subscribed — will receive campaigns sent to this list (on a double opt-in list, once they have confirmed).
• Unsubscribed — has opted out, by clicking an unsubscribe link or by being changed by hand. Never sent campaigns, even while still listed as a member.
• Bounced / Complained — suppressed automatically after a hard bounce or a spam complaint.

On a double opt-in list, members who are still unconfirmed are badged in the table and counted at the top of the page. A campaign sent to the list skips them until they confirm.