Creating Lists
How to create a List
how to create a list.mp4Manual Lists
Manual Lists do not automatically contain any members, instead you can add contacts manually, via a Workflow, or import them from a spreadsheet.
Create the list using the green New button at the top right
Name the list
Optional: Add a Description
Optional: Make available in the Contact Manager (to add individual contacts to the list)
Select "Manual"
Click "Create List"
Rules-Based Lists
Rules-based lists can be configured to automatically add contacts that meet the list rules.
Contacts can also be manually added to a rules-based list, one at a time, during an Import or by using a Workflow. Contacts manually added to a rules-based list will not be automatically removed through the list rules (even if you use the 'Rebuild List" option), they need to be manually removed or removed using a Workflow.
Create the list using the green New button at the top right
Name the list
Optional: Add a Description
Optional: Make available in the Contact Manager (to add individual contacts to the list)
Select "Rules-Based"
Click "Create List"
How to create simple rules-based lists
Creating a list of other lists, optionally excluding other lists