Lists

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

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

Effective List Management

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

2. Regular Maintenance: Review and clean lists quarterly

3. Documentation: Note list purpose and criteria

4. Size Limits: Keep lists under 50,000 for optimal performance

5. 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

List Limits and Quotas

Technical Specifications

• Lists per account: Unlimited

• 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