What is List, and how does it work?

Modified on Fri, Mar 14 at 4:05 PM

What is List, and how does it work?

A List helps you organize and segment contacts based on criteria like demographics, behavior, or interactions. Use lists for targeted communication or actions, and easily create, edit, or delete them for efficient contact management.

Steps to Work with Lists

Learn how to create, edit, and manage Lists to segment contacts for targeted communication and efficient organization.

Step 1: Add a List

  1. Click the Add List button.

  2. Provide a name for your list.

  3. Click Create New List to save.



Step 2: Edit or Update a List

  1. Go to Actions and tap the Edit icon.

  2. Change or update your list name as needed.



Note:

You can view the contact count for each list in the list overview.

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