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EmailOctopus

EmailOctopus sends campaigns to lists and can start a short sequence when a contact joins the selected list.

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When should you keep one list and use tags?

If the same people can choose between different topics, start by deciding whether tags in one list can represent those choices. EmailOctopus treats lists independently. If you copy a person to a second list, the first record remains and can still count toward the contact limit. Check subscription status for each list before choosing recipients.

How do you avoid welcoming an old list again?

The Contact added trigger starts for a new contact on the chosen list. The automation setup lets you choose whether imported contacts qualify too. Leave that inclusion off if the welcome is intended only for fresh signups. Contacts already on the list do not enter through that trigger just because you create the automation.

What fits the Starter plan, and what can you export?

Starter lists up to 2,500 contacts and 10,000 emails per month. It includes up to three automations and five steps per automation, excluding the trigger. You can export subscribed and unsubscribed contacts, with the unsubscribed export using a separate segment.

Take both permission states when you move, and check which fields the export includes. Recreate the trigger and timing separately.

Does the move accidentally create a second welcome?

Draw a fictional weekly recipe list with a new signup, a subscriber imported from an old list and an opt-out. Decide how each should behave.

  1. Mark the new signup
    They can enter the welcome after they become eligible on the selected list.
  2. Mark the import as a move
    Set the paper trigger to exclude imports. The old subscriber should keep their status without a new welcome.
  3. Check both exports
    Keep the opt-out in the move record. Check that it cannot turn into a subscriber by omission.