A list is a fixed group of contacts, such as "Ramadan promotion" or "VIP customers". Campaigns send to lists and segments, so lists are how you say who a campaign is for. Lists are optional for the contacts directory itself: every contact exists whether or not it's in a list.
Where lists live
Open Contacts from the rail. The page has three tabs:
- All Contacts: every contact, with search, filters and a count.
- Audience: your lists and segments as cards, each showing its type (List or Segment), member count and creation date.
- Attributes: the fields your contacts can carry.
Create a list
Select Add contacts at the top of the page.
Add people by importing a CSV or adding them manually. See Import contacts.
In Save to a list, choose New list and enter a name and an optional description.
Select Add contacts.
You land on the Audience tab with the new list in it.
Add existing contacts to a list
Open All Contacts and tick the contacts you want. Use Select All for the whole page.
Select Add to list in the bar that appears.
Pick an existing list, or create a new one, and confirm with Add.
The Lists column in the table shows which lists each contact belongs to.
View, rename and delete
On the Audience tab, each card has three icons:
- View opens the list and its members.
- Edit opens Edit List, where you change the Audience Name and Description.
- Delete removes the list after confirmation.
Edit and Delete need contacts:write; with read access you see only View. Deleting a list removes the list, not the contacts.
Use a list in a campaign
In the first step of a campaign, pick the list on the Audience tab. If you need a new one, New Audience takes you to the same Add contacts screen and returns you to the campaign with the new list selected. In that case the list is required, because the campaign sends to a list.
Exporting lists