Email list memberships

Email list memberships

The Memberships tab lets you control which email lists a customer is subscribed to and view which auto-calculated segments they belong to. This is useful for managing marketing communications and understanding how a customer is categorized by your email rules.

Email segments

The left column displays the customer's segment memberships. Segments are auto-calculated groupings based on rules you define in UltraCart's email marketing system -- for example, "Customers who ordered in the last 30 days" or "VIP customers with lifetime value over $500."

Segment membership is read-only on this page. A customer is either in a segment or not, determined automatically by the segment's criteria. If no segments match the customer, the section displays "No segments on record."

Email list subscriptions

The right column shows the customer's email list subscriptions. Unlike segments, list membership is manually controlled -- you choose which lists the customer is subscribed to.

Use the List multi-select dropdown to subscribe or unsubscribe the customer from available email lists. Select the lists you want the customer to be on, then select Save Changes to apply.

If no email lists are configured for your account, the section displays "No lists or segments on record."

Subscribing a customer to an email list here does not override a global unsubscribe. If the customer has globally unsubscribed (visible on the Activity tab), they won't receive emails regardless of list membership.

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