Marketing Contacts Overview
Learn how to marketing Contacts Overview in Topo, including members versus Subscribers.
When to use this
Use this article when you need to marketing Contacts Overview in Topo. The main staff surface is Staff > Marketing > Subscribers. It is written for Owners, Managers, Marketing.
What this covers
Members versus Subscribers
Member-linked versus standalone subscribers
Lists, categories, preferences, unsubscribe/resubscribe
Operational versus marketing email
Before you start
Use a staff role with marketing permissions for subscribers, segments, broadcasts, sequences, forms, referrals, or promotions.
Know whether the record is a member, a member-linked subscriber, or a standalone subscriber.
Respect unsubscribe status, consent notes, list membership, and category preferences.
Verify sender-domain setup before bulk email.
Use segments and lists deliberately so staff can explain why someone received a message.
Steps
Use Members for gym customer profiles and Subscribers for email audience records.
Review whether a subscriber is linked to a member or standalone.
Use lists for staff-managed grouping and segments for rule-based audiences.
Use category preferences and unsubscribe status to respect consent.
Use broadcasts, sequences, forms, referrals, and promotions for different campaign jobs.
What happens after saving or completing this
Topo updates the related audience, message, form, referral, promotion, or conversation record.
Email sends and automations respect subscription status, category preferences, and sender readiness.
Review recipient, submission, or conversation history after the workflow completes.
Common issues and fixes
Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.
Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.
AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.
Related articles
Build a Segment
Configure Email Delivery