Cobalt

Build a segment that groups subscribers who match your conditions and keeps itself up to date.

Create a Dynamic Segment

Download your subscribers as a CSV file, either everyone or only people who opted in during a date range.

Export Your Subscribers

Use the messaging activity filters to find subscribers who click or reply to your messages, and subscribers who do not.

Build Engaged and Unengaged Segments

Open a subscriber's profile to review their activity, add notes, tags and segments, or change their opt-in status.

View and Manage a Subscriber

Upload a CSV file to create a manual segment, a fixed group of subscribers that does not update on its own.

Import Subscribers into a Manual Segment

Upload a CSV file of your existing subscribers so you can message them in Cobalt.

Import Your Existing Subscribers

Learn what segments are, how dynamic and manual segments differ, and where you can use them.

Introduction to Segments

Ryan Haidinger

Subscribers & Segments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

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

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

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

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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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