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Creating lists and assigning contacts
Creating lists and assigning contacts

Learn about the various ways to segment and create lists from your contact database.

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Written by Mobiz
Updated over 9 months ago

Lists are a great way to group your contacts together. They allow you to easily send campaigns to different segments of your audience defined by your chosen criteria. You can group contacts in various ways such as location, promotional needs, sign-up date, marketing permissions, and more!


​There are a few ways to create lists and assign contacts to them:

  • To create a list, navigate to the Contacts tab and click Create a new list from the Lists page.

  • You can also create a list or assign a contact to a list when adding or updating a single contact entry.

  • You will be presented with the option to add contacts to a list or create a new list when uploading contacts using a CSV file.

  • You can assign contacts to a list or create a new list via the All contacts page in the Contacts tab.

  • For a new list, click Create new list and input your list information.

  • To assign contacts to a list simply use the checkboxes to select the contacts you wish to assign and select Add to list. When using the Add to list feature, you will also be presented with the opportunity to create a new list and add your selected contacts to it.

Unsure how to upload contacts to assign to lists? We have a helpful guide for you!

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