Keeping your contact lists up to date is essential for sending the right messages to the right people. This article shows you how to quickly add new contacts to a list or remove contacts that no longer belong, so you can manage your lists with ease.
Add contacts to lists
Note: Follow these instructions to create a contact list prior to attempting to add contacts to one.
Existing individual contacts
- Navigate to Contacts > All Contacts and locate the contact you wish to add to your list.
- Click the checkbox next to the name of the contacts you wish to add to your list.
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Click Manage lists.
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Select the lists you wish to add the contacts to and click Save.
New individual contacts
You can add a new contact directly into a list by navigating to Contacts > Lists > Add Contact.
Simply fill out all all of the relevant fields with the contacts information and click Add.
Bulk add contacts to lists from a file
There are a few different ways you can add contacts to your lists in bulk.
- You can use the Import Contacts function to add multiple contacts to a list at once by uploading a prepopulated .csv or .xls file.
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Follow the steps for adding Existing contacts to manually select individual contacts.
Remove contacts from lists
Remove the list from the contact's profile
- Navigate to Contacts > All Contacts.
- Locate the contact you wish to remove from the list.
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Click anywhere on the contact and then in the contact record panel click Edit.
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Scroll down to the Lists field and then click on the name of the list you want the contact removed from, then click Save.
Remove contacts directly from the list
- Navigate to Contacts > Lists.
- Click anywhere on the list to open it.
- Use the search bar to locate the contacts you wish to remove and then click the checkbox next to their name.
- Click Manage lists.
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Select the lists you wish to remove the contacts from and click Save.