Creating Lists

How to create a List

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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

  • 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"