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Campaign: Lists

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Lists are a way of keeping track of your Leads by putting them together in easy-to-access groups. Use these to select groups of people to receive different broadcasts and sequences. 

Creating and Editing Your Lists

You can find Lists under "My Campaigns" in the left sidebar (Marked #1 Below), "Leads" under the top menu, and "Lists" on the dropdown (Marked #2 Below). Or, click the following: My Lists.

From here you can:

 


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Your Lists

On your List Page you can see all your current lists. You can also search and sort them. You can sort your list by List Name or Number of Active Leads (Marked #2 Below).

  • Search: Allows you to look up the name of a specific list (Marked #1 Below).
  • Active Leads: Shows you how many active leads are in each list (Marked #2 Below).
  • Edit/Delete: Displayed under actions. To Edit, press the pencil icon. To Delete, press the x (Marked #3 Below).
  • New List: To create a new list, click the green button (Marked #4 Below).

 


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Create a List

On the List Page, press the green plus "List" button to create a new list.

Name of List

This is for your personal reference only and will not be displayed to your leads. There is a maximum limit 40 characters (Marked #1 Below).

Public Description

This is the list name that your users will see when they want to subscribe or unsubscribe from your list. Make sure it is clear and easy to understand. There is a maximum limit of 80 characters (Marked #2 Below).

Once you've filled out the fields, the Create button will be green! Click it and create your list (Marked #3 Below).

 

 


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