Lists

Lists help you organize contacts into groups for targeted outreach, segmentation, and campaigns.

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What Are Lists?

Lists are collections of contacts grouped together for a specific purpose:

• Campaign targets – Contacts for a specific outreach campaign
• Customer segments – Enterprise vs SMB, by industry, by region
• Lead stages – New leads, qualified, nurturing
• Event attendees – Conference contacts, webinar signups

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Creating a List

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Adding Contacts to Lists

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From the Contacts Page

1. Select contacts using checkboxes
2. Click Add to List from the actions menu
3. Choose your target list
4. Confirm

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During Import

When importing contacts via CSV, you can assign them to a list:

1. Upload your CSV
2. Map your columns
3. Select or create a list for the imported contacts
4. Complete the import

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From a Contact

1. Open a contact’s detail view
2. Find the Lists section
3. Click Add to List
4. Select the list(s)

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Managing Lists

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Viewing List Members

Click any list to see all contacts in that list. You can:

• Search within the list
• Sort by any column
• Filter by fields

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Removing Contacts

1. Open the list
2. Select contacts to remove
3. Click Remove from List

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Bulk Actions

From within a list view, you can perform bulk actions on all or selected contacts:

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Using Lists

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For Link Sets

Lists are the primary way to select contacts for personalized pages:

1. Create a Link Set
2. Choose “From a List”
3. Select your list
4. All contacts in the list get personalized pages

See Running for Contacts for details.

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With Boards

Add entire lists to boards for pipeline management:

1. Open a board
2. Click Add Contacts
3. Select a list
4. Contacts appear in the board’s first stage

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For Campaigns

Organize your outreach by creating lists per campaign:

• “Spring 2024 Enterprise Campaign”
• “Webinar Follow-ups - March”
• “Trade Show Leads - CES”

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Best Practices

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Next Steps