Lists

Organize contacts into targeted groups for effective email campaigns

Lists are static groups of contacts that help you organize your audience for targeted email campaigns. Unlike segments, lists don't update automatically - contacts must be manually added or removed.

Understanding Lists vs. Segments

• Lists: Static groups that you manually manage

• Segments: Dynamic groups that update automatically based on criteria

Use lists for stable groups (e.g., "Newsletter Subscribers") and segments for criteria-based targeting (e.g., "Active in last 30 days").

Creating Lists

Quick create

1

Navigate to Lists

Go to Contacts → Lists in your dashboard.

Create List button in the Lists interface

2

Create New List

Click Create List to open the creation dialog.

3

Name Your List

Enter a descriptive name for your list.

Form to enter new list name

List names must be unique. You cannot create duplicate list names.

4

Save List

Click Create to save your new list.

Your list is now ready to receive contacts.

List creation during import

You can also create lists while importing contacts:

Import Flow

1. Upload CSV → 2. Map Fields → 3. Create New List → 4. Add Contacts

Managing Lists

Access all your lists from Contacts → Lists:

Lists management page showing all created lists

List actions

View Contacts

See all contacts in a list

• Click on list name

• View contact count

• Filter within list

• Export list members

Rename List

Delete List

Merge Lists

Adding contacts to lists

Methods overview

During Import

Add contacts to lists while uploading CSV files:

• Select existing lists

• Create new lists on the fly

• Add to multiple lists at once

Individual Add

Bulk Add

API Integration

List best practices

• Naming convention: Use clear, consistent names (e.g., "2024-Q1-Newsletter")

• Regular maintenance: Review and clean lists quarterly

• Documentation: Note list purpose and criteria

• Size limits: Keep lists under 50,000 for optimal performance

• Avoid duplication: Use segments for criteria-based filtering

List strategies

Welcome series lists

1

Create Onboarding Lists

• Day 1 Welcome

• Day 3 Follow-up

• Week 1 Check-in

• Day 30 Milestone

2

Automate Movement

Use API or integrations to move contacts through lists based on timeline.

3

Track Progress

Monitor engagement at each stage to optimize onboarding.

A/B testing lists

Split your audience for testing:

Test Structure

Main List: Newsletter Subscribers (10,000)
├── Test Group A (2,500) - Subject Line A
├── Test Group B (2,500) - Subject Line B
└── Remainder (5,000) - Winning Version

Suppression Lists

Create lists for contacts to exclude:

• Competitors

• Internal emails

• Bounced addresses

• Complaint/spam reporters

• Do not contact

List performance metrics

Key indicators

Growth Rate

Track list expansion

Monthly Growth = (New - Removed) / Total × 100

Healthy growth: 2-5% monthly

Engagement Score

Churn Rate

List Overlap

Advanced list management

Dynamic list updates

Use webhooks to automatically update lists:

Webhook Example

{
  "event": "user.signup",
  "action": "add_to_list",
  "list_id": "new_users_2024",
  "contact": {
    "email": "[email protected]",
    "signup_date": "2024-01-20"
  }
}

List segmentation

Combine lists with segments for powerful targeting:

Combined Targeting

List: "Premium Customers"
  + Segment: "Opened Last Campaign"
  + Filter: "Location = USA"
  = Targeted Campaign Group

Technical specifications

• Lists per account: Up to 50 lists per account

• Contacts per list: No hard limit (recommend <50,000)

• List name length: 100 characters

• Bulk operations: 1,000 contacts at once

• API rate limits: 100 requests/minute