Using contact lists
Contact lists let you organise your contacts into groups — for example, "VIP Clients", "Monday Appointments", or "Newsletter Subscribers". Lists make it easy to send a message to a specific group without manually selecting contacts each time.
Creating a list
- Go to Contacts > My Lists
- Click Create New List
- Enter a name for the list and click Save List
Your new list will appear in the table immediately. You can create as many lists as you need.
Adding contacts to a list
There are several ways to add contacts to a list:
From the Lists page — click Manage Contacts on any list, then click Add Contacts to search and select existing contacts.
From the Contacts page — select one or more contacts using the checkboxes, then use the Add to List dropdown that appears to add them to a list.
During import — when importing contacts from a spreadsheet, you can choose which list to add them to as part of the import process.
When adding a single contact — the Add Contact form on the Contacts page includes an Add to list(s) field where you can select one or more lists.
Viewing and removing contacts in a list
Click Manage Contacts on any list to see all the contacts it contains. Each contact shows their name, phone number, and company.
To remove a contact from the list, click Remove next to their name. This only removes them from the list — the contact itself is not deleted from your account.
Renaming a list
Click Rename next to the list you want to update, enter the new name, and save. The list keeps all its existing contacts.
Deleting a list
Click Delete next to the list you want to remove. Deleting a list does not delete the contacts in it — they remain in your account and in any other lists they belong to.
Sending a message to a list
You can send a message directly to a list from the Lists page by clicking Send Message, or by selecting a list on the Send Messages page. Anyone on your unsubscribe list is automatically filtered out before the message is sent.