Static Lists

There are 2 ways to create a Static Contact List.

1) On the Contacts > Lists page

- Go to the Contacts > Lists page by clicking the 'Lists' submenu in the Contacts section.

- Click the '+ Contact List' button

- Enter the Name you want the list to have and check the 'For internal use only' checkbox if you don't want it to show on the mailing list subscription page. (Description, Frequency and Language are optional fields for your own use).

- Click 'Create Contact List' button

2) On the fly

When you select one or more contacts on the Contacts page you can choose 'Add to new list' from the drop down action menu.

Adding Contacts to Lists

From the contact list page, use the filter buttons and tags to pick a set of contacts. Use the selection tick boxes to select the required contacts, then select on operation from the drop-down box and press Go".

Or:

When viewing an individual Contact record, use the 'Add to list' option in the right hand column.

Removing Contacts from Lists

From the contact list page, use the filter buttons and tags to pick a set of contacts. Use the selection tick boxes to select the required contacts, then select 'Remove from List' from the drop-down 'With selected...' menu, select the list you wish to remove them from and press Go".

Or:

When viewing an individual Contact record, click the cross next to the list you wish to remove them from in the right hand column.

Last updated 15:06 on 9 February 2024