> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pockla.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Lists

> Organize and segment your contacts with lists

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

<Frame caption="Lists page showing multiple lists with contact counts">
  <img src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/screenshots/lists.png?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=64ed5a93b581e2e6e6df12d4ab712771" alt="Lists page" width="4021" height="2160" data-path="screenshots/lists.png" />
</Frame>

## 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

## Creating a List

<Steps>
  <Step title="Navigate to Lists">
    Click **Lists** in the sidebar
  </Step>

  <Step title="Create New List">
    Click **Create List**

    <Frame caption="Create list button location">
      <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/v59FtjWM8D6AW9ba/videos/new-list.mp4?fit=max&auto=format&n=v59FtjWM8D6AW9ba&q=85&s=a39c4678ad214e2b4fe441d003c6eef1" data-path="videos/new-list.mp4" />
    </Frame>
  </Step>

  <Step title="Configure List">
    * **Name** – Give your list a descriptive name (e.g., "Q1 Enterprise Outreach")
    * **Description** – Optional context for your team

    <Frame caption="Create list modal with name and description fields">
      <img src="https://mintcdn.com/pockla/qpE0BiyqkWNDeIFk/screenshots/list-name.png?fit=max&auto=format&n=qpE0BiyqkWNDeIFk&q=85&s=0a5d88de6e39936acc3e0c0d5a48b60c" alt="Create list modal with name and description fields" width="4014" height="2160" data-path="screenshots/list-name.png" />
    </Frame>
  </Step>
</Steps>

## Adding Contacts to Lists

### 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

<Frame caption="Adding contacts to a list from selection bar">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/v59FtjWM8D6AW9ba/videos/list-from-contacts.mp4?fit=max&auto=format&n=v59FtjWM8D6AW9ba&q=85&s=3ef167f726b2f7fdfab742cc0e15b643" data-path="videos/list-from-contacts.mp4" />
</Frame>

### 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

<Frame caption="CSV import with list selection option">
  <img src="https://mintcdn.com/pockla/qpE0BiyqkWNDeIFk/screenshots/csv-new-list.png?fit=max&auto=format&n=qpE0BiyqkWNDeIFk&q=85&s=cab63caeab1e3b8d3ff74e308e5f1e3b" alt="CSV import with list selection option" width="4014" height="2160" data-path="screenshots/csv-new-list.png" />
</Frame>

### 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)

## Managing Lists

### 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

<Frame caption="List detail view showing filtered contacts">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/videos/Viewing-List-Members.mp4?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=ab0ab1a61959ceee9d347fe96f665b99" data-path="videos/Viewing-List-Members.mp4" />
</Frame>

### Removing Contacts

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

<Note>
  Removing from a list doesn't delete the contact from Pockla—it just removes them from that list.
</Note>

### Bulk Actions

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

| Action              | Description                                   |
| ------------------- | --------------------------------------------- |
| **Export**          | Download list as CSV                          |
| **Add to Board**    | Add contacts to a board                       |
| **Create Link Set** | Generate personalized pages for list contacts |
| **Delete**          | Remove contacts from Pockla entirely          |

## Using Lists

### 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

<Frame caption="Link Set creation showing list selection">
  <video autoPlay muted loop playsInline className="w-full rounded-lg" src="https://mintcdn.com/pockla/u-3drTgZOvHsZmnh/videos/Lists-For-Link-Sets.mp4?fit=max&auto=format&n=u-3drTgZOvHsZmnh&q=85&s=c3d198abbca3297874c594a6824ac8e7" data-path="videos/Lists-For-Link-Sets.mp4" />
</Frame>

See [Running for Contacts](/links/running-for-contacts) for details.

### 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

### For Campaigns

Organize your outreach by creating lists per campaign:

* "Spring 2024 Enterprise Campaign"
* "Webinar Follow-ups - March"
* "Trade Show Leads - CES"

## Best Practices

<AccordionGroup>
  <Accordion title="Use descriptive names">
    Include the purpose, date, or segment in the name. "Q1 Enterprise Outreach" is better than "List 1".
  </Accordion>

  <Accordion title="Keep lists focused">
    Smaller, targeted lists perform better than large generic ones. Create separate lists for different campaigns or segments.
  </Accordion>

  <Accordion title="Clean up old lists">
    Archive or delete lists after campaigns end to keep your workspace organized.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Create a Board" icon="table-columns" href="/boards/introduction">
    Visualize contacts in a pipeline
  </Card>

  <Card title="Generate Links" icon="link" href="/links/running-for-contacts">
    Create personalized pages for a list
  </Card>
</CardGroup>
