@cakemail-org/cakemail-cli 1.7.0 → 2.0.0

package/docs/user-manual/05-contact-management/01-lists.md

@@ -0,0 +1,836 @@
+# Managing Contact Lists
+
+Master contact list management for organizing and segmenting your email subscribers.
+
+## Overview
+
+Contact lists allow you to:
+- Organize subscribers by audience type
+- Separate marketing campaigns
+- Manage different product lines or brands
+- Maintain compliance with consent requirements
+- Control who receives which campaigns
+- Track list-specific metrics
+
+Lists are the foundation of contact management in Cakemail - every contact must belong to at least one list.
+
+## Quick Start
+
+### Create Your First List
+
+```bash
+$ cakemail lists create -n "Newsletter Subscribers" -l "en"
+```
+
+**Output:**
+```
+✓ List created successfully
+
+ID: 123
+Name: Newsletter Subscribers
+Language: en
+Status: active
+Contacts: 0
+```
+
+### View All Lists
+
+```bash
+$ cakemail lists list
+```
+
+**Output:**
+```
+┌─────┬────────────────────────┬──────────┬───────────┬─────────────────────┐
+│ ID  │ Name                   │ Language │ Contacts  │ Created             │
+├─────┼────────────────────────┼──────────┼───────────┼─────────────────────┤
+│ 123 │ Newsletter Subscribers │ en       │ 1,247     │ 2024-01-15 10:30:00 │
+│ 124 │ Product Updates        │ en       │ 856       │ 2024-02-01 14:20:00 │
+│ 125 │ VIP Customers          │ en       │ 342       │ 2024-03-10 09:00:00 │
+└─────┴────────────────────────┴──────────┴───────────┴─────────────────────┘
+```
+
+## List Management Basics
+
+### Create a List
+
+```bash
+$ cakemail lists create -n "Monthly Newsletter" -l "en"
+```
+
+**With optional description:**
+```bash
+$ cakemail lists create \
+  -n "Product Announcements" \
+  -l "en" \
+  -d "Subscribers interested in product updates"
+```
+
+**French language list:**
+```bash
+$ cakemail lists create -n "Infolettre" -l "fr"
+```
+
+### View List Details
+
+```bash
+$ cakemail lists get 123
+```
+
+**Output:**
+```
+{
+  "id": 123,
+  "name": "Newsletter Subscribers",
+  "language": "en",
+  "description": "Monthly newsletter subscribers",
+  "status": "active",
+  "contacts_count": 1247,
+  "active_contacts": 1189,
+  "unsubscribed": 45,
+  "bounced": 13,
+  "created_at": "2024-01-15T10:30:00Z",
+  "updated_at": "2024-03-15T14:22:00Z"
+}
+```
+
+### Update List
+
+```bash
+# Update name
+$ cakemail lists update 123 -n "Weekly Newsletter"
+
+# Update description
+$ cakemail lists update 123 -d "Weekly updates for subscribers"
+
+# Update both
+$ cakemail lists update 123 \
+  -n "Newsletter - Weekly Edition" \
+  -d "Our weekly newsletter with industry insights"
+```
+
+### Delete List
+
+```bash
+$ cakemail lists delete 123
+```
+
+**Output:**
+```
+⚠ Delete list 123?
+
+The following will happen:
+  • List and all contacts will be deleted
+  • This action cannot be undone
+  • Associated campaigns remain but will show "List Deleted"
+
+Type 'yes' to confirm: yes
+
+✓ List 123 deleted
+```
+
+**Force delete (skip confirmation):**
+```bash
+$ cakemail lists delete 123 --force
+```
+
+## List Organization Strategies
+
+### Strategy 1: By Audience Type
+
+```bash
+# Create lists for different audiences
+$ cakemail lists create -n "B2B Subscribers" -l "en"
+$ cakemail lists create -n "B2C Customers" -l "en"
+$ cakemail lists create -n "Partners & Affiliates" -l "en"
+$ cakemail lists create -n "Internal Team" -l "en"
+```
+
+**Use cases:**
+- Different content for each audience
+- Separate sender addresses
+- Varied sending frequency
+- Audience-specific compliance needs
+
+### Strategy 2: By Product/Brand
+
+```bash
+# Multi-product company
+$ cakemail lists create -n "Product A Users" -l "en"
+$ cakemail lists create -n "Product B Users" -l "en"
+$ cakemail lists create -n "Product C Users" -l "en"
+
+# Multi-brand
+$ cakemail lists create -n "Brand X Subscribers" -l "en"
+$ cakemail lists create -n "Brand Y Subscribers" -l "en"
+```
+
+**Use cases:**
+- Separate branding per product
+- Product-specific campaigns
+- Cross-sell opportunities
+- Brand-specific metrics
+
+### Strategy 3: By Engagement Level
+
+```bash
+# Segment by engagement
+$ cakemail lists create -n "Highly Engaged" -l "en"
+$ cakemail lists create -n "Moderately Engaged" -l "en"
+$ cakemail lists create -n "At Risk - Low Engagement" -l "en"
+$ cakemail lists create -n "Re-engagement Candidates" -l "en"
+```
+
+**Use cases:**
+- Engagement-based sending frequency
+- Re-engagement campaigns
+- VIP/loyalty programs
+- List health maintenance
+
+### Strategy 4: By Content Type
+
+```bash
+# Content-based lists
+$ cakemail lists create -n "Blog Subscribers" -l "en"
+$ cakemail lists create -n "Product News" -l "en"
+$ cakemail lists create -n "Event Announcements" -l "en"
+$ cakemail lists create -n "Sales & Promotions" -l "en"
+```
+
+**Use cases:**
+- Content preference management
+- Targeted content delivery
+- Reduced unsubscribes
+- Better engagement rates
+
+### Strategy 5: By Lifecycle Stage
+
+```bash
+# Customer lifecycle
+$ cakemail lists create -n "Leads - Not Converted" -l "en"
+$ cakemail lists create -n "Trial Users" -l "en"
+$ cakemail lists create -n "New Customers (< 30 days)" -l "en"
+$ cakemail lists create -n "Active Customers" -l "en"
+$ cakemail lists create -n "Lapsed Customers" -l "en"
+```
+
+**Use cases:**
+- Lifecycle-specific messaging
+- Onboarding sequences
+- Retention campaigns
+- Win-back campaigns
+
+## List Workflows
+
+### Workflow 1: New Business Setup
+
+```bash
+#!/bin/bash
+# setup-lists.sh
+
+echo "=== Setting Up Marketing Lists ==="
+echo ""
+
+# Main newsletter
+NEWSLETTER=$(cakemail lists create \
+  -n "Newsletter Subscribers" \
+  -l "en" \
+  -d "Our monthly newsletter" \
+  -f json | jq -r '.id')
+
+echo "✓ Newsletter list created: $NEWSLETTER"
+
+# Product updates
+PRODUCT=$(cakemail lists create \
+  -n "Product Updates" \
+  -l "en" \
+  -d "Product announcements and feature releases" \
+  -f json | jq -r '.id')
+
+echo "✓ Product updates list created: $PRODUCT"
+
+# Promotions
+PROMO=$(cakemail lists create \
+  -n "Sales & Promotions" \
+  -l "en" \
+  -d "Special offers and discounts" \
+  -f json | jq -r '.id')
+
+echo "✓ Promotions list created: $PROMO"
+
+echo ""
+echo "=== Setup Complete ===="
+echo ""
+echo "List IDs:"
+echo "  Newsletter: $NEWSLETTER"
+echo "  Product Updates: $PRODUCT"
+echo "  Promotions: $PROMO"
+echo ""
+echo "Next steps:"
+echo "  1. Import contacts: cakemail contacts import $NEWSLETTER --file contacts.csv"
+echo "  2. Create custom attributes: cakemail attributes create $NEWSLETTER -n \"preference\" -t \"text\""
+echo "  3. Create segments: cakemail segments create $NEWSLETTER -n \"Active Users\""
+```
+
+### Workflow 2: Multi-Language Support
+
+```bash
+#!/bin/bash
+# multilang-lists.sh
+
+echo "=== Creating Multi-Language Lists ==="
+echo ""
+
+# English
+EN=$(cakemail lists create \
+  -n "Newsletter - English" \
+  -l "en" \
+  -d "English language newsletter" \
+  -f json | jq -r '.id')
+
+echo "✓ English list created: $EN"
+
+# French
+FR=$(cakemail lists create \
+  -n "Newsletter - Français" \
+  -l "fr" \
+  -d "Infolettre en français" \
+  -f json | jq -r '.id')
+
+echo "✓ French list created: $FR"
+
+# Spanish
+ES=$(cakemail lists create \
+  -n "Newsletter - Español" \
+  -l "es" \
+  -d "Boletín en español" \
+  -f json | jq -r '.id')
+
+echo "✓ Spanish list created: $ES"
+
+echo ""
+echo "Language-specific lists ready"
+echo "  English (en): $EN"
+echo "  French (fr): $FR"
+echo "  Spanish (es): $ES"
+```
+
+### Workflow 3: List Health Audit
+
+```bash
+#!/bin/bash
+# list-health-audit.sh
+
+echo "=== List Health Audit ==="
+echo ""
+
+# Get all lists
+LISTS=$(cakemail lists list -f json | jq -r '.data[].id')
+
+echo "List ID | Name | Total | Active | Unsub | Bounce | Health"
+echo "--------|------|-------|--------|-------|--------|-------"
+
+for LIST_ID in $LISTS; do
+  LIST=$(cakemail lists get $LIST_ID -f json)
+
+  NAME=$(echo "$LIST" | jq -r '.name' | cut -c1-15)
+  TOTAL=$(echo "$LIST" | jq -r '.contacts_count')
+  ACTIVE=$(echo "$LIST" | jq -r '.active_contacts')
+  UNSUB=$(echo "$LIST" | jq -r '.unsubscribed')
+  BOUNCE=$(echo "$LIST" | jq -r '.bounced')
+
+  # Calculate health score
+  if [ $TOTAL -gt 0 ]; then
+    HEALTH=$(echo "scale=1; $ACTIVE * 100 / $TOTAL" | bc)
+  else
+    HEALTH="N/A"
+  fi
+
+  printf "%-7s | %-15s | %5d | %6d | %5d | %6d | %s%%\n" \
+    "$LIST_ID" "$NAME" "$TOTAL" "$ACTIVE" "$UNSUB" "$BOUNCE" "$HEALTH"
+done
+
+echo ""
+echo "Health Score: % of contacts that are active (not unsubscribed or bounced)"
+echo "  > 90%: Excellent"
+echo "  80-90%: Good"
+echo "  70-80%: Fair - Consider list cleaning"
+echo "  < 70%: Poor - Clean list immediately"
+```
+
+### Workflow 4: List Consolidation
+
+```bash
+#!/bin/bash
+# consolidate-lists.sh
+
+SOURCE_LIST_1=123
+SOURCE_LIST_2=124
+TARGET_LIST=125
+
+echo "=== Consolidating Lists ==="
+echo ""
+echo "Merging lists $SOURCE_LIST_1 and $SOURCE_LIST_2 into $TARGET_LIST"
+echo ""
+
+# Export contacts from source lists
+echo "Exporting from list $SOURCE_LIST_1..."
+cakemail contacts export $SOURCE_LIST_1
+EXPORT_1=$(cakemail contacts export-list -f json | jq -r '.data[0].id')
+
+echo "Exporting from list $SOURCE_LIST_2..."
+cakemail contacts export $SOURCE_LIST_2
+EXPORT_2=$(cakemail contacts export-list -f json | jq -r '.data[0].id')
+
+# Wait for exports
+echo "Waiting for exports to complete..."
+sleep 10
+
+# Download exports
+cakemail contacts export-download $EXPORT_1 > list1.csv
+cakemail contacts export-download $EXPORT_2 > list2.csv
+
+# Combine and deduplicate
+echo "Combining and deduplicating..."
+cat list1.csv list2.csv | sort -u -t',' -k1,1 > combined.csv
+
+# Import to target list
+echo "Importing to target list $TARGET_LIST..."
+cakemail contacts import $TARGET_LIST --file combined.csv
+
+echo ""
+echo "✓ Lists consolidated"
+echo ""
+read -p "Delete source lists? (yes/no): " DELETE
+
+if [ "$DELETE" == "yes" ]; then
+  cakemail lists delete $SOURCE_LIST_1 --force
+  cakemail lists delete $SOURCE_LIST_2 --force
+  echo "✓ Source lists deleted"
+fi
+
+# Cleanup
+rm list1.csv list2.csv combined.csv
+```
+
+### Workflow 5: List Cleanup
+
+```bash
+#!/bin/bash
+# cleanup-list.sh
+
+LIST_ID=$1
+
+if [ -z "$LIST_ID" ]; then
+  echo "Usage: $0 <list-id>"
+  exit 1
+fi
+
+echo "=== List Cleanup: $LIST_ID ==="
+echo ""
+
+# Get list stats
+LIST=$(cakemail lists get $LIST_ID -f json)
+TOTAL=$(echo "$LIST" | jq -r '.contacts_count')
+BOUNCED=$(echo "$LIST" | jq -r '.bounced')
+UNSUB=$(echo "$LIST" | jq -r '.unsubscribed')
+
+echo "Current Stats:"
+echo "  Total Contacts: $TOTAL"
+echo "  Bounced: $BOUNCED"
+echo "  Unsubscribed: $UNSUB"
+echo ""
+
+# Calculate to remove
+TO_REMOVE=$((BOUNCED + UNSUB))
+echo "Contacts to remove: $TO_REMOVE"
+echo ""
+
+read -p "Remove bounced and unsubscribed contacts? (yes/no): " CONFIRM
+
+if [ "$CONFIRM" == "yes" ]; then
+  echo ""
+  echo "Removing bounced contacts..."
+  # Export active only, then re-import (effective cleanup)
+  cakemail contacts export $LIST_ID --filter "status==subscribed"
+
+  EXPORT_ID=$(cakemail contacts export-list -f json | jq -r '.data[0].id')
+
+  echo "Waiting for export..."
+  sleep 10
+
+  # Download clean list
+  cakemail contacts export-download $EXPORT_ID > clean.csv
+
+  # Create new list
+  NEW_LIST=$(cakemail lists create \
+    -n "$(echo "$LIST" | jq -r '.name') (Cleaned)" \
+    -l "$(echo "$LIST" | jq -r '.language')" \
+    -f json | jq -r '.id')
+
+  # Import clean contacts
+  echo "Importing clean contacts to new list $NEW_LIST..."
+  cakemail contacts import $NEW_LIST --file clean.csv
+
+  echo ""
+  echo "✓ Cleanup complete"
+  echo "  New list: $NEW_LIST"
+  echo "  Review new list before deleting old list"
+
+  rm clean.csv
+else
+  echo "Cleanup cancelled"
+fi
+```
+
+## List Metrics & Analysis
+
+### View List Statistics
+
+```bash
+$ cakemail lists get 123 -f json | jq '{
+  name: .name,
+  total: .contacts_count,
+  active: .active_contacts,
+  unsubscribed: .unsubscribed,
+  bounced: .bounced,
+  health: (.active_contacts / .contacts_count * 100 | round)
+}'
+```
+
+**Output:**
+```json
+{
+  "name": "Newsletter Subscribers",
+  "total": 1247,
+  "active": 1189,
+  "unsubscribed": 45,
+  "bounced": 13,
+  "health": 95
+}
+```
+
+### Compare List Performance
+
+```bash
+#!/bin/bash
+# compare-lists.sh
+
+echo "=== List Comparison ==="
+echo ""
+
+# Get all lists
+cakemail lists list -f json | jq -r '.data[] |
+  "List: \(.name)\n  ID: \(.id)\n  Contacts: \(.contacts_count)\n  Active: \(.active_contacts)\n  Growth: +\(.contacts_count - .active_contacts) inactive\n"'
+```
+
+### Track List Growth
+
+```bash
+#!/bin/bash
+# track-growth.sh
+
+LIST_ID=$1
+LOG_FILE="list-growth-$LIST_ID.log"
+
+# Get current count
+CURRENT=$(cakemail lists get $LIST_ID -f json | jq -r '.contacts_count')
+DATE=$(date +%Y-%m-%d)
+
+# Log to file
+echo "$DATE,$CURRENT" >> $LOG_FILE
+
+# Show recent growth
+echo "=== List Growth: $LIST_ID ==="
+echo ""
+echo "Date       | Count | Change"
+echo "-----------|-------|-------"
+
+# Calculate changes
+tail -30 $LOG_FILE | awk -F',' '
+  NR > 1 {
+    change = $2 - prev
+    printf "%s | %5d | %+6d\n", $1, $2, change
+  }
+  {prev = $2}
+'
+
+echo ""
+echo "Run this script daily via cron to track growth"
+```
+
+## List Best Practices
+
+### 1. Keep Lists Focused
+
+```bash
+# Good: Focused lists
+Newsletter Subscribers     # General updates
+Product A Users           # Specific product
+VIP Customers             # High-value segment
+
+# Avoid: Catch-all lists
+All Contacts              # Too broad
+Everyone                  # No segmentation
+Main List                 # Unclear purpose
+```
+
+### 2. Name Lists Clearly
+
+```bash
+# Good naming
+$ cakemail lists create -n "Newsletter - Weekly Tech Tips" -l "en"
+$ cakemail lists create -n "Product Updates - Enterprise" -l "en"
+$ cakemail lists create -n "Event Invites - NYC Region" -l "en"
+
+# Avoid vague names
+$ cakemail lists create -n "List 1" -l "en"  # ❌
+$ cakemail lists create -n "Emails" -l "en"  # ❌
+$ cakemail lists create -n "Test" -l "en"     # ❌
+```
+
+### 3. Regular List Maintenance
+
+```bash
+#!/bin/bash
+# monthly-maintenance.sh
+
+echo "=== Monthly List Maintenance ==="
+echo ""
+
+# Get all lists
+LISTS=$(cakemail lists list -f json | jq -r '.data[].id')
+
+for LIST_ID in $LISTS; do
+  echo "Checking list $LIST_ID..."
+
+  # Get stats
+  LIST=$(cakemail lists get $LIST_ID -f json)
+  BOUNCED=$(echo "$LIST" | jq -r '.bounced')
+
+  # Alert if high bounce rate
+  if [ $BOUNCED -gt 100 ]; then
+    echo "  ⚠️  High bounce count: $BOUNCED"
+    echo "     Consider list cleanup"
+  fi
+done
+
+echo ""
+echo "Maintenance check complete"
+```
+
+### 4. Document List Purpose
+
+```bash
+# Create with descriptive description
+$ cakemail lists create \
+  -n "Q1 Webinar Attendees" \
+  -l "en" \
+  -d "Contacts who attended any Q1 2024 webinar. Used for post-event nurture campaigns and future event invites."
+```
+
+### 5. Archive Inactive Lists
+
+```bash
+#!/bin/bash
+# archive-inactive-lists.sh
+
+echo "=== Archiving Inactive Lists ==="
+echo ""
+
+CUTOFF_DATE=$(date -d "90 days ago" +%Y-%m-%d)
+
+# Find lists not used recently
+LISTS=$(cakemail lists list -f json | jq -r '.data[].id')
+
+for LIST_ID in $LISTS; do
+  # Get latest campaign using this list
+  LATEST=$(cakemail campaigns list \
+    --filter "list_id==$LIST_ID" \
+    --sort "-delivered_at" \
+    --limit 1 \
+    -f json | jq -r '.data[0].delivered_at // "null"')
+
+  if [ "$LATEST" == "null" ] || [ "$LATEST" < "$CUTOFF_DATE" ]; then
+    NAME=$(cakemail lists get $LIST_ID -f json | jq -r '.name')
+    echo "⚠️  Inactive list: $NAME (ID: $LIST_ID)"
+    echo "   Last used: ${LATEST:-Never}"
+
+    read -p "   Archive this list? (yes/no): " ARCHIVE
+
+    if [ "$ARCHIVE" == "yes" ]; then
+      # Rename to indicate archived
+      cakemail lists update $LIST_ID -n "[ARCHIVED] $NAME"
+      echo "   ✓ List archived"
+    fi
+  fi
+done
+```
+
+## List Compliance
+
+### GDPR Considerations
+
+```bash
+# Create consent-tracking attributes
+$ cakemail attributes create 123 -n "consent_date" -t "date"
+$ cakemail attributes create 123 -n "consent_method" -t "text"
+$ cakemail attributes create 123 -n "consent_ip" -t "text"
+
+# Add contact with consent tracking
+$ cakemail contacts add 123 \
+  -e "user@example.com" \
+  -d '{
+    "consent_date": "2024-03-15",
+    "consent_method": "website_signup",
+    "consent_ip": "192.168.1.1"
+  }'
+```
+
+### CAN-SPAM Compliance
+
+```bash
+# Every list must have:
+# 1. Clear unsubscribe mechanism (automatic in Cakemail)
+# 2. Physical address in footer
+# 3. Honest subject lines
+# 4. No deceptive headers
+
+# Verify sender address configured
+$ cakemail senders list -f json | jq '.data[] | {email, confirmed, address}'
+```
+
+### CASL Compliance (Canada)
+
+```bash
+# Canadian Anti-Spam Law requirements
+$ cakemail attributes create 123 -n "casl_consent" -t "boolean"
+$ cakemail attributes create 123 -n "casl_consent_date" -t "date"
+$ cakemail attributes create 123 -n "relationship_type" -t "text"
+
+# Track implied vs express consent
+$ cakemail contacts add 123 \
+  -e "canadian@example.com" \
+  -d '{
+    "casl_consent": true,
+    "casl_consent_date": "2024-03-15",
+    "relationship_type": "express"
+  }'
+```
+
+## Troubleshooting
+
+### Cannot Delete List
+
+**Error:** "List has active campaigns"
+
+**Solution:**
+```bash
+# Find campaigns using list
+$ cakemail campaigns list --filter "list_id==123" -f json
+
+# Cancel or complete campaigns
+$ cakemail campaigns cancel 790
+
+# Or update campaigns to use different list
+$ cakemail campaigns update 790 --list-id 124
+
+# Then delete list
+$ cakemail lists delete 123 --force
+```
+
+### List Growth Stagnant
+
+**Problem:** List not growing
+
+**Solutions:**
+```bash
+# Check recent imports
+$ cakemail contacts import-list 123
+
+# Verify signup forms active
+# Check website forms, landing pages
+
+# Review unsubscribe rate
+$ cakemail lists get 123 -f json | jq '{unsub: .unsubscribed, total: .contacts_count}'
+
+# If high unsubscribe rate (> 2%):
+# - Review content relevance
+# - Check send frequency
+# - Improve targeting
+```
+
+### High Bounce Rate
+
+**Problem:** Many bounced contacts
+
+**Solutions:**
+```bash
+# Check bounce count
+$ cakemail lists get 123 -f json | jq '.bounced'
+
+# If > 5% of list:
+# 1. Verify email collection process
+# 2. Use double opt-in
+# 3. Clean list regularly
+# 4. Check for spam traps
+
+# Remove hard bounces
+# (Use list cleanup workflow above)
+```
+
+### Duplicate Contacts Across Lists
+
+**Problem:** Same contact in multiple lists
+
+**Not an error** - this is intentional:
+```bash
+# Contacts can be in multiple lists
+$ cakemail contacts add 123 -e "user@example.com"  # Newsletter
+$ cakemail contacts add 124 -e "user@example.com"  # Product Updates
+
+# Different lists = different campaign types
+# Contact can unsubscribe from one but stay on others
+```
+
+**If duplicate is unintended:**
+```bash
+# Remove from one list
+$ cakemail contacts delete 124 <contact-id> --force
+```
+
+### List Language Setting Issues
+
+**Problem:** List created with wrong language
+
+**Solution:**
+```bash
+# Cannot change list language after creation
+# Must create new list and migrate:
+
+# 1. Create new list with correct language
+$ cakemail lists create -n "Newsletter - Français" -l "fr"
+
+# 2. Export contacts from old list
+$ cakemail contacts export 123
+
+# 3. Import to new list
+# (See List Consolidation workflow)
+
+# 4. Delete old list
+$ cakemail lists delete 123 --force
+```
+
+## Best Practices Summary
+
+1. **Focus each list** - One clear purpose per list
+2. **Name descriptively** - Clear, self-explanatory names
+3. **Add descriptions** - Document list purpose and use
+4. **Monitor health** - Track active vs inactive contacts
+5. **Clean regularly** - Remove bounces and unsubscribes
+6. **Track consent** - Document subscription source and date
+7. **Segment appropriately** - Use lists for major segments, segments for minor
+8. **Archive inactive** - Don't delete, archive old lists
+9. **Document strategy** - Keep list strategy documentation
+10. **Review quarterly** - Assess list performance and cleanup
+