Contact Lists
Contact Lists enable you to organize your audience into segments for targeted communications, personalized experiences, and efficient campaign management.Overview
Lists help you:- Segment audiences by demographics, behavior, or preferences
- Target communications to specific groups
- Personalize experiences based on list membership
- Track engagement by segment
- Automate workflows triggered by list changes
Types of Lists
Static Lists
Manually curated lists where contacts are added or removed by administrators or workflows. Best for:- VIP customers
- Beta testers
- Event attendees
- Campaign segments
Creating Lists
Step 1: Navigate to Lists
- Go to CRM > Lists in the sidebar navigation
- Click Create List
Step 2: Configure List Settings
Basic Settings:- List Name - Descriptive name (e.g., “Gold Tier Members”)
- Description - Purpose of the list
Step 3: Add Contacts
-
Individual Addition:
- Search for contacts
- Click Add to List
- Confirm selection
-
Bulk Import:
- Upload CSV with contact emails
- Map fields
- Review and confirm
-
Filter and Add:
- Apply filters to contacts
- Select all matching contacts
- Add to list in bulk
Managing Lists
Viewing List Members
- Select a list from CRM > Lists
- View member count and details
- Scroll through members or search
- Export member list if needed
Editing Lists
- Add/remove individual contacts
- Bulk add/remove
- Edit list name/description
List Analytics
Each list shows:- Member Count - Total contacts
- Growth Rate - New members over time
- Engagement Rate - Activity levels
- Demographics - Property breakdowns
Using Lists
In Communications
Targeted Sends:- Create communication
- Select recipient list
- Personalize content for segment
- Schedule or send immediately
- Welcome series for new list members
- Re-engagement for inactive lists
- Upgrade campaigns for tier lists
In Cards
Entry Rules:- Edit card settings
- Go to Entry Rules
- Select List Membership
- Choose required lists
- Show different content by list
- Adjust difficulty by segment
- Customize prizes by list
In Workflows
List Triggers:- Contact added to list
- Contact removed from list
- Add contact to list
- Remove contact from list
Advanced Features
List Intersections
Create complex segments:- AND Logic - Contacts in both List A AND List B
- OR Logic - Contacts in List A OR List B
- NOT Logic - Contacts in List A but NOT List B
List Exclusions
Prevent over-communication:- Suppression Lists - Exclude from specific sends
- Frequency Caps - Limit communications per period
Best Practices
List Organization
- Naming Convention - Use clear, consistent names
- List Purpose - Document why each list exists
- Regular Cleanup - Remove inactive lists
- Permission-Based - Respect contact preferences
Segmentation Strategy
- Start Broad - Begin with large segments
- Refine Over Time - Add granularity as needed
- Avoid Overlap - Minimize duplicate memberships
- Test Segments - A/B test list performance
Compliance
- Data Privacy - Respect GDPR, CCPA, and other regulations
- Audit Trail - Track list changes for compliance
Troubleshooting
List Not Updating
- Verify contact exists
- Check for duplicates
- Confirm import format
List Count Incorrect
- Sync Delays - Allow time for updates
- Criteria Issues - Review filter logic
- Data Quality - Check contact properties
- Caching - Refresh page or clear cache
FAQ
Q: How many lists can I create? A: Limits vary by plan. Contact support for your specific limits. Q: Can a contact be in multiple lists? A: Yes, contacts can belong to unlimited lists. Q: Do lists update automatically? A: Lists require manual updates. You can add or remove contacts individually or in bulk. Q: Can I merge lists? A: Yes, export both lists and import combined list, or use workflow actions. Q: How do I see which lists a contact is in? A: View contact profile and check the Lists tab.Related Documentation
Need Help? Contact [email protected] for list management assistance.