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

Navigate to Lists

Go to Contacts → Lists in your dashboard.

Create New List

Click Create List to open the creation dialog.

Name Your List

Enter a descriptive name for your list.

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

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:

List actions

See all contacts in a list

Click on list name
View contact count
Filter within list
Export list members

Change list name

Click rename icon
Enter new name
Ensure uniqueness
Save changes

Remove list permanently

Click delete icon
Confirm deletion
Contacts remain in database
Only list association removed

Deleting a list doesn't delete the contacts, only their association with that list.

Combine multiple lists

Select source lists
Choose destination
Remove duplicates
Preserve all contacts

Adding contacts to lists

Methods overview

Add contacts to lists while uploading CSV files:

Select existing lists
Create new lists on the fly
Add to multiple lists at once

Add single contacts from contact details:

Open contact profile
Click "Add to Lists"
Select target lists
Save changes

Add multiple contacts at once:

Select contacts in grid
Choose "Add to Lists"
Pick destination lists
Confirm action

Programmatically add contacts:

{
  "email": "user@example.com",
  "lists": ["list_id_1", "list_id_2"]
}

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

Create Onboarding Lists

Day 1 Welcome
Day 3 Follow-up
Week 1 Check-in
Day 30 Milestone

Automate Movement

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

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

Track list expansion

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

Healthy growth: 2-5% monthly

Measure list quality

Engagement = (Opens + Clicks) / Sent × 100

Good engagement: >25% open rate

Monitor list health

Churn = Unsubscribes / Total × 100

Acceptable churn: <2% per campaign

Identify redundancy

Overlap = Shared Contacts / Smaller List × 100

Consider merging if >70% 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": "user@example.com",
    "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

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Last updated 12 days ago

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