Creating Lists

Manual Lists

Manual Lists do not automatically contain any members, instead you can add contacts manually, via a Workflow, or import them from a spreadsheet.

Create the list using the green New button at the top right

Name the list
Optional: Add a Description
Optional: Make available in the Contact Manager (to add individual contacts to the list)
Select "Manual"
Click "Create List"

Rules-Based Lists

Rules-based lists can be configured to automatically add contacts that meet the list rules.

Contacts can also be manually added to a rules-based list, one at a time, during an Import or by using a Workflow. Contacts manually added to a rules-based list will not be automatically removed through the list rules (even if you use the 'Rebuild List" option), they need to be manually removed or removed using a Workflow.

Create the list using the green New button at the top right
Name the list
Optional: Add a Description
Optional: Make available in the Contact Manager (to add individual contacts to the list)
Select Rules-Based
Click Create List
Click Create Rule
Select the desired rule from a list of available rules
Configure rule parameters as necessary
Click Save

Note: Click the wastebin Icon to remove rules or groups

How to create simple rules-based lists

Creating a list of other lists, optionally excluding other lists