Organizing Contacts with Lists

Overview

Lists are named groups of contacts. When you launch a campaign, you choose one list as your target audience — so lists are the primary way to control who receives your messages.

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Before you start

• You need the view_lists permission to see the Lists section.
• You need the manage_lists permission to create, edit, or delete lists.
• Contacts must already exist before you can add them to a list.

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How to view your lists

1. Click Lists in the left sidebar.
2. The page shows all lists in your workspace. Each list shows:
   • The list name
   • How many contacts are in the list
   • When it was created
   • Edit and Delete actions

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How to create a list

1. On the Lists page, click the Create list button.
2. Enter a name for the list.
3. Save the list.

The new list will appear in your workspace immediately and will be available in the campaign wizard once it contains at least one contact.

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How to edit a list

1. Find the list you want to rename.
2. Click the Edit action on its row.
3. Update the name and save.

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How to delete a list

1. Find the list in your list view.
2. Click the Delete action on its row.
3. Confirm the deletion.

Note: Deleting a list does not delete the contacts inside it — it only removes the grouping. The contacts remain in your workspace.

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Tips & things to know

• Only lists with at least one contact appear in the campaign wizard. An empty list will not show up as a target audience option when you create a campaign.
• A contact can belong to multiple lists. Adding a contact to a new list does not remove them from their existing lists.
• Lists are different from Tags. Tags are descriptive labels for filtering; lists are audiences for targeting in campaigns.
• You can use the Lists filter on the Contacts page to see which contacts are in a particular list.