Creating and Managing Mailing Lists

A mailing list defines who receives a specific email campaign. This article explains how to create a mailing list from your saved segments, manage existing lists, and understand how lists stay up to date.

Mailing lists are built from segments. When you create a mailing list and attach one or more segments to it, the list automatically updates in real time as new contacts match the segment criteria. You do not need to recreate or refresh the list.

Before You Start

Before creating a mailing list, confirm that you have at least one saved segment in your Database. If you have not yet created segments, see Building & Managing Segments.

Creating a Mailing List

To create a mailing list:

  1. Click Interaction
  2. Click "+ Create New Mailing List"

This opens the Create Mailing List form. Complete the following fields:

  • Mailing List Name: Enter a unique name for the list. Names can only contain letters, numbers, spaces, underscores, and hyphens. If the Create List button is greyed out, check that the name does not contain other characters.
  • Notes: Optional. Add notes for yourself or your team describing the purpose of the list or the criteria used to create it.
  • Enable list: This toggle controls whether the list is active. Leave it enabled to use the list for campaigns.
  • Select Segment(s): Choose one or more segments to attach to the mailing list. First select a folder from the top dropdown (the default is "Untagged," which contains segments that have not been organized into folders). Then select a segment from the dropdown below.

You can select multiple segments. Contacts from all selected segments are combined into a single mailing list.

If you need to add a contact who is not yet in your Database, click "+ Create Contact." If you need to create a new segment, click "+ Create Segment." Both open in a new window.

Click Create List to save.

If the Create List button is greyed out, most often it's because you used characters other than alphanumeric, spaces, _ or -.

Viewing and Modifying Mailing Lists

To view or edit existing mailing lists:

  1. Click Interaction
  2. Click "Edit Mailing List" 

Here you can toggle a list as Active or Inactive and also interact with the overflow menu. From the overflow menu (three dots) to the right of any mailing list, you can: Edit to change the list name, notes, segments; Move to Folder to organize your lists; or View to see the contacts currently in the list.

How Mailing Lists Stay Updated

Mailing lists update in real time. When a new contact is added to the Database and matches the criteria of a segment attached to a mailing list, that contact is automatically added to the list. You do not need to manually refresh or recreate the list.