Lists

The Lists allows you to manually group selected contacts into reusable contact lists. Each list contains specific contacts, allowing you to segment your audience and communicate with targeted groups more effectively.

Lists are particularly useful when you want to:

  • Send SMS messages to a specific subset of contacts using Broadcasts

  • Reuse predefined groups of contacts across multiple campaigns

  • Organize and manage contacts for segmentation and filtering


Creating a Contact List

Follow these steps to create a new contact list.

Step 1: Add a New List

  1. Go to Contacts and select Lists.

  2. Click the + Add List button.

Add List

Fig. 1. Add New List Button.

Step 2: Name the List

A Create List pop-up window will appear. Enter a name for the new list and click OK to confirm.

Create List

Fig. 2. Enter List Name and Confirm Creation.

Step 3: Add Contacts to the List

Once the list is created, the system will redirect you to the contact list page.

  1. Click the Add Contacts button.

  2. In the Add Contacts to List pop-up, select one or more contacts from your existing contact database.

  3. Click Save to add the contacts to the list.

Adding contacts to a list

Fig. 3. Selecting Contacts to Add to the List.


Editing or Deleting a List

You can modify or remove a contact list using the Actions menu.

  1. Go to Contacts and select Lists.

  2. Locate the list you want to manage.

  3. Click the Actions button action_button and choose Details to edit the list or Delete to remove it.

Actions button for list management

Fig. 5. Actions Menu for Editing or Deleting a List.

Note

Lists that are currently assigned to broadcasts cannot be edited or deleted.


Removing a Contact from a List

Follow these steps to remove a specific contact from an existing contact list.

Step 1: Open and Edit the List

  1. Go to Contacts and select Lists.

  2. Find the list from which you want to remove a contact.

  3. Click the Actions button action_button and choose Details.

Step 2: Search for the Contact

Use the filter fields to locate the contact you want to remove. You can filter by Email, Phone Number, or Full Name, or add a new filter based on system contact attributes.

Search contact in the list

Fig. 1. Search and filter to locate the contact in the list.

Step 3: Remove the Contact

  1. Select the checkbox next to the contact’s entry.

  2. Click the Trash icon to remove the selected contact from the list.

Trash icon to remove contact

Fig. 2. Remove a contact from the list.