Add & remove contacts from lists
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.