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Starts at zero on purpose — nothing is selected until you pick a filter or list, and Send is blocked server-side (not just hidden) until at least one is active, so an empty filter can never accidentally target everyone. Most contacts aren't linked to a Segment yet — Org type / Region / Keyword are the broad filters; use "Build a List" to hand-pick contacts into a named, reusable Segment over time. Every query runs live against Airtable.
| Organisation | Region | Type | Freshness |
|---|
Select at least one filter or list to enable sending.
| Org type | Delivered | Open rate |
|---|
| Delivered | Open rate | |
|---|---|---|
| With {FirstName} merge | – | – |
| Generic (no merge) | – | – |
| Date | Campaign | Recipients | Delivered | Opens | Clicks | Open rate | Personalised |
|---|
Click a row for opens/clicks detail, if any exist yet.
Accepts a CSV with an "Email" column plus any of Organisation/First name/Surname/Location/Org
type/Tags (any order, extra columns ignored) — or a headerless list where each row is
Organisation, ..., email@somewhere.org, .... The template gets First name/Surname
right (for the {FirstName} merge) instead of guessing from a single "Contact name" column.
Look up a real contact for one organisation via grounded web search. Never invented — if nothing is found, it says so. Review before adding; this does not write to Airtable by itself.
For records that aren't tagged and don't fall neatly into Org type/Region/Keyword filters — search broadly, hand-pick the ones that actually belong, add them to a list. Lists are real Segments, so this is incremental: come back next week, search again, add more to the same named list, rather than starting from fresh research every time.