Introduction
Lists allow you to group Accounts and Contacts into static audiences for your email campaigns.
A List keeps a specific selection of records until you modify it manually, making it ideal when you need persistent, manually managed segmentation.
Create recipient lists
Access Lists
The Lists section is available from the left-hand menu of the Campaigns module.
The first time you access this section, if you have not yet created any Lists, you will see an empty state screen with an illustration and a button to create your first List.
Create a List
Select Create list to open the creation form.
Complete the following information:
Field | Description |
Name (required) | Identifies the List. Until this field is completed, the Save button remains disabled. |
Description (optional) | Lets you document the purpose of the List. |
Recipients (optional) | You can add Accounts and Contacts while creating the List or leave it empty and complete it later. |
Add recipients while creating a List
Select Add records to open the recipient selector.
From this dialog, you can switch between the Accounts and Contacts tabs, search for the records you want to include and select them.
Before confirming, the system displays a summary showing the total number of selected records.
Once you confirm the selection, the creation form automatically updates the number of Accounts and Contacts included in the List.
When you save the List, the system displays a confirmation message.
Note
During record selection, the system does not check whether multiple records share the same email address.
When a campaign is sent, Email Campaigns automatically ensures that the same email is not sent more than once to the same email address.
View and manage Lists
View the List index
Once created, each List appears in the main index together with a summary of its key information.
View and manage a List
Select a List from the index to open a side panel displaying its members.
You can switch between the Accounts and Contacts tabs to view the included records.
Selecting a recipient’s name opens their record details.
Manage List recipients
From the details panel, you can select one or more records to perform individual or bulk actions.
The available actions are:
Add to another List, to copy the selected records to one or more existing Lists.
If a record already belongs to the destination List, the system automatically ignores it to prevent duplicates without displaying any additional notification.
Remove from the List, to remove one or more records from the current List.
Before completing the action, the system asks for confirmation.
After completing any of these actions, the system displays a message indicating whether the operation completed successfully or whether an error occurred.
Maintain recipient lists
Edit a List
From either the List index or the List details panel, open the options menu and select Edit.
The edit form allows you to modify:
the name;
the description;
the records included in the List by adding or removing recipients.