Creating Lists

Manual 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

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. 

Note: Click the wastebin Icon to remove rules or groups