Creating and Managing Lists

  

All of the following administrative tasks for your contacts and lists are performed under the Manage Lists tab in the header:

• Creating a New List
• Default List Settings
• Adding Contacts
• Duplicating and Combining Lists
• Removing Contacts from a List
• Exporting Your List
• Editing The Name Of A List
• Deleting a List
• Pinned Lists
• List History 

Click here for definitions of the readership data displayed under this tab.

 

 

Creating a New List

1. Click Manage Lists in the top header bar.
2. Click the New List button in the top right-hand corner of the screen,
3. On the pop-up window that appears, enter a name for your new list and click the Create new list button.

After the list is created, you are presented with two options for adding contacts to it. 

Clicking the orange Add to List button will open a pop-up window, where you can search for existing contacts on your other lists to add, or paste a list of contact email addresses (separate by commas) by following the steps detailed here.

Or, you can quickly and easily upload a .csv file of contacts by clicking the grey Upload a CSV button and following the instructions. Click here for more details.

 

 

Default List Settings

If you click into the List Settings tab of your new list, you'll observe that by default, the following settings are selected:

• Subscription requests must be approved for this list (see Subscription Requests for more details).
• Send me a copy of every email I send, or is sent on my behalf (you will receive a copy in your inbox of every email you send).

You can disable either of these settings by unchecking the checkboxes.

 

 

 

Adding Contacts

• Adding Contacts to a Single List
• Adding Contacts to Multiple Lists
• Adding Multiple Contacts to Lists
• Adding Contacts via CSV Upload

 

Adding Contacts to a Single List

 

1. Click into All Lists in the top-left corner of the page (under the Manage Lists tab).
2. Locate the list you just created and click on it.
3. Click the Add Contacts button on the next page.
4. Paste the contact email address(es) that will be added to the list in the Add Contacts to List window. (NOTE: the contacts do not need to have been previously added to your contacts table)
5. Click the Add Contacts button.

 

Adding Contacts to Multiple Lists

If you want to add a contact to multiple lists at once, complete the following steps:

1. Click into All Lists in the top-left corner of the page (under the Manage Lists tab).
2. Click the orange Add Contacts button in the top-right corner of the page.
3. Paste the contact email address(es) that will be added into the Add Contacts window.
4. On the next page of the window, check the boxes next to the lists you wish to add these contacts to.then click the orange button to complete.

 

Adding Multiple Contacts to Lists

Also, if you select multiple contacts on a list at once, you can click the "Add to another list" that will appear at the top of the table.

In the window that pops-up, check the boxes next to the lists you want to add the selected contacts to (you can even create a brand new list for them). Then, click the orange button at the bottom to add.

 

 

Adding Contacts via CSV Upload

You have the option of adding contacts to lists by uploading a CSV file of the required details.

1. Under Manage Lists, click into All Lists.
2. Check the boxes of the list(s) you wish to upload the contacts into.
3. At the top of the page, click the dropdown arrow to the right of the Add Contacts button, and select "Upload a CSV".

 

Duplicating and Combining Lists

Copying and/or combining multiple lists is easy to do. Under Manage Lists > All Lists, select a single list, then click the Duplicate button that appears at the top of the table to make a copy of that list.

 

 

 

Select multiple lists under All Lists, then click the Combine button that appears at the top of the table to combine all of the contacts on those lists into a new single list. Any duplicate contacts will be filtered out.

 

 

 

Removing Contacts from a List

1. Under Manage Lists, click into the list you want to remove the contact from (left-hand menu bar).
2. Locate the contact under the Contacts tab and check the box next to their name.
3. Click the Remove from list button that will appear at the top of the table.

 

You can remove a contact from multiple lists at once by clicking directly on them to open the right-hand side bar, clicking the corresponding buttons for each list under the Subscription column so that they change from "On the List" to an orange "Add to list" button.

                    

Exporting Your List

You can export a file of the contacts on your list by completing the following steps:

 Under All Lists, click into the list you want to export.

Click the button in the upper-right corner of the contact table to download a .csv file of the list.

 

 

Editing The Name Of A List

1. Click into Manage Lists in the header.
2. Click into the list you wish to edit.
3. Click the List Settings tab.
4. Modify the name of your list in the List Name field.

 

 

Deleting a List

1. Click into Manage Lists in the header.
2. Click into the list you wish to delete.
3. Click the List Settings tab and then click the Archive List button. 

 

 

 

Pinned Lists

You can pin your most important / frequently accessed lists for quick access.

• Under Manage Lists, click into All Lists in the top-left corner.
• Locate the list you wish to pin and click into it.
• On the next page, click the pin button on the upper-right. 

Your list will then appear on the left-side bar under Pinned Lists in the left-side menu bar when you first click into Manage Lists in the top header.

 

 

List History

After clicking into a list, you can view its edit history - contacts that were added/removed, by whom and when - by clicking the "three-dot" button on the far-right of the screen and selecting "View change history" from the dropdown.