Organizing Lists & Contacts
Lists help you group your contacts so you can send the right messages to the right people. For example, you might have a "New Leads" list, a "VIP Customers" list, and a "Newsletter Subscribers" list.
This guide covers how to create lists, manage them, and keep your contacts organized.
Where to Find Your Lists
Click Contacts in the left sidebar. Your lists appear on the left side of the page, and the contacts in the selected list appear on the right.
Creating a New List
On the Contacts page, click Create List (on the left side).
Give your list a name (for example, "Summer Sale Contacts").
Optionally, add contacts to the list right away.
Click Create List to save it.
Managing Your Lists
Each list has action icons next to its name:
Pencil icon - Click to rename the list or change which contacts are in it.
First trash can icon - Delete the list but keep all the contacts in your account. The contacts are simply removed from this list.
Second trash can icon - Delete the list and permanently delete all contacts in it. Use this carefully.
Editing a Contact
Click on any contact's name to open their details.
Update their name, phone number, email, or which lists they belong to.
Save your changes.
Deleting Multiple Contacts at Once
Use the checkboxes next to each contact's name to select the ones you want to delete. To select all visible contacts, use the checkbox at the top of the list.
Click Delete Contacts.
Next Steps
Adding a New Contact - Add contacts one at a time.
Importing Contacts from a File - Upload a spreadsheet of contacts.
Exporting Your Contacts - Download your contacts to a file.
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