Create a List

Lists allow you to group Contacts for use in Engagements, to segment Contacts by metrics that you select and to share visibility to your Contacts with other Users in your organization for use in Engagements.  Lists are created and archived without affecting the Contacts which they reference; if you delete a List it will not delete the associated Contacts.

To create a List:

1. Click the Contacts icon in the main navigation.
2. Click the Create List option.
3. Enter a List Title and select the Status for the List (the default is Enabled).
4. Click the SAVE LIST button.

Contacts may be added to a List by two methods:

Bulk Addition of Contacts to a List

1. Click the Contacts icon in the main navigation.
2. Click the check box next to each Contact that you would like to add to a List.
3. Select the List from the Select List menu.  You may also search for the List Title from the Select List field.
4. Click the ASSIGN TO LIST button to add the selected Contact(s) to the selected List.

Single Addition of Contact to a List

1. Click the Contacts icon in the main navigation.
2. Click the Manage Lists option.
3. Click the List that you wish to add a Contact to.
4. Click the Contacts tab.
5. Click the ADD CONTACT button.
6. Use the Contact field to search for and select the Contact that you wish to add to this List.
7. Select the value for the Is Subscribed field.  The default value of Yes will include this Contact in any Engagements for which this List is used.
8. Click the SAVE ITEM button.

Sharing Lists With Other Users

You may share your Lists with other Users of your organization by adding those Users as Collaborators.

1. Click on the Contacts icon in the main navigation.
2. Click the Manage Lists option.
3. Click the List that you wish to share with another User.
4. Click the Collaborators tab.
5. Click the ADD COLLABORATOR button.
6. Select the Access Type that you would like the User to have:
   Read access allows a User to use the List in Engagements but they will not be able to see the details for the Contacts unless they also have Read (or greater) permission on the Contact(s).
   Write access includes all of the permissions included with Read access, but adds the permission to rename the List, add and remove Contacts from the List and change the Is Subscribed attribute for each Contact on the List.
   Admin access includes all of the permissions included with Write access, but adds the permission to grant access to this List to other Users, and to delete the List.
7. Use the User field to search for and select the User that you with to grant access to this List.
8. Click the SAVE COLLABORATOR button.