Contact Lists

On the Lists Dashboard you can see and manage all your Contact Lists. This article explains how to create and manage Lists, add contacts, and manage contacts on a list.

Table of contents

• Lists dashboard
• Creating a new list
• Adding Contacts to Lists
• List detail page

Lists dashboard

1. Go to Contacts in the navigation bar.
    

   

2. From the left side, select Lists.

   

3. On the Lists Dashboard you can see and manage all your Contact Lists:
   1. Use the Search and Filters to find specific Lists.
   2. Click Create new list to add more Lists.
   3. Use select all or select individual contacts, a drop down with actions will appear:
      • Export - Export the contact lists into CSV files
      • Delete - The selected lists will be deleted from the dashboard. The contacts will not be removed, and are part of the Contacts dashboard after removing them from a list. If you also want to remove the contacts, go to the Contacts dashboard.

Creating a new List

1. To create a new List, click the green button at the upper right corner, Create new list.
    

   

2. Fill out the fields on the screen:
   • List title - Create a title for the list. 
   • External list name - This title will appear to visitors via the Subscriptions module on the Newsroom.
   • Add Tags - Add one or more tags to create an internal structure for your lists (example Investor Relations, VIPs)
   • Account & Language access - If your account has multiple languages or you have multiple accounts in your holding. Click edit and select the languages and accounts the list should be assigned to. Any updates to the list will be shared across the languages and accounts.
   • Restrict user access - Check Restrict user access if you want to restrict the access to the list to certain users. In the dropdown select which users should have access.
3. Once ready select Create list. 

The new list will appear in the Lists Dashboard.

Adding Contacts to Lists

Adding contacts from the Lists Dashboard

1. In the List Dashboard click on the List to open the List detail page.
2. If there are no contacts in the list, you are given three options:
   • Add new contact - Add a new contact manually.
   • Add existing contact - This opens a modal with the Contacts overview from which you add contacts by searching, filtering and selecting. 
   • Import a list - Import a CSV file with contacts
3. If there are contacts in the list click Add contacts in the top right. A dropdown will open with the same three options: add new contact, add existing contact, import a list.

Adding Contacts to Lists from the Contacts Dashboard

1. In the Contacts Dashboard. 
2. Select all contacts - Click the checkbox at the top left corner to select all contacts
3. Handpick contacts by clicking the box next to each contact 

4. Once you have selected the right contacts, choose Add to list at the top of the Contacts.

   

5. In the drop down menu choose Select an existing list.

   

6. Select the lists the contacts should be added to
7. Click Add contacts to selected lists to add the contacts to the selected list. 

Contacts will now be added to the list.

List detail page

1. In the Lists Dashboard click on the list to open the List detail page.
2. On the left side you can see and edit the List details:  
   • List title - To edit the title, click the title name at the top of the detail page.
   • External list name 
   • Add Tags
   • Account & Language access
   • Restrict user access
3. On the right side you can see the contacts overview and manage the contacts:
   • Use the Search and Filters to quickly find specific contacts
   • Click Add contacts to add more contacts to the list
   • Use select all or select individual contacts, a dropdown with actions will appear:
     • Add to list
     • Export - Export the contacts into a CSV file.
     • Remove status - Remove an active status from the contacts (Hard Bounce and Inquiry Only).
     • Remove contacts from the list - The selected contacts will be deleted from the list. The contacts still are part of the Contacts dashboard after removing them from a list. If you also want to permanently delete the contacts, go to the Contacts dashboard.