Managing Lists

Lists are useful as a way to organize your contacts, but they are also a crucial tool for managing email campaigns. Automated campaigns automatically send emails to a contact when triggered. For example,when you add a contact to a certain list, they can automatically receive a series of welcome emails, as configured by your marketing team. 

Create a New List

1. On the Audience tab, click Lists in the top menu. 
2. Click New List. 
3. Fill out the information for the list. 
   • Entity - select which entity the list is associated with
   • List type 
     • Membership List - a basic, manual list 
     • Smart List - Set rules for who is dynamically added to the list based on default fields or custom attributes.
       • Field - the contact information to check, such as First name, Email address, or Company.
       • Operator - how to compare the field, such as Equals or Ends with.
       • Value - what to compare against, if the operator needs one

• Name
• Description (optional)

4. Click Create List.

Building your Lists

Depending on what you need to do, you can add contacts to lists from either the Contacts or Lists tab in the top menu. In the Contacts tab, you can add one contact to one or more lists. In the Lists tab, you can add one or more contacts to one list.

Add a Contact to Lists from the Contacts tab

1. On the Audience tab, click Contacts in the top menu. 
2. On the contact’s row, click the pencil icon in the Lists column.
3. Add the contact to existing lists or create a new list. 
   • Add to existing lists by searching for and selecting the list names. 
   • Add a new list by filling in the list information under Create a new list. 
4. Click Save Lists. 

Add Contacts to a List from Lists tab

5. On the Audience tab, click Lists in the top menu. 
6. On the list row, click the three dot menu, then click Manage Contacts.
   • If Manage Contacts is grayed out, this is a Smart List and contacts cannot be added manually. 
7. Add existing contacts or create new contacts to add. 
   • Add existing contacts by searching for and selecting their name. 
   • Add new contacts by filling in their information under Create a new contact. 
8. Click Save Contacts. 

Remove contacts from a List

1. On the Audience tab, click Lists in the top menu. 
2. On the list row, click the three dot menu, then click Manage Contacts.
3. Find the contacts you want to remove on the list and uncheck the box next to their names. 
4. Click Save Contacts.