Managing contacts and lists

Answer

Manage your email contacts, organize them into lists, bulk-import via CSV and export your database. Contacts can come in manually, via import, forms or assessments.

Steps

1. Go to Email > Contacts to see all your contacts.
2. Add contact: Click + Add, fill in email, name and optionally company name. Assign lists and tags. Toggle "Skip opt-in" if you already have consent.
3. Manage lists: Go to Email > Lists in the sidebar. All your lists appear as cards, each showing the list name, description and number of members. Some lists are managed automatically by the platform, for example a list of PRESNT participants, and these show an Automatic badge on their card. Automatic lists cannot be deleted, and you cannot remove individual members from them, because their contents are kept in sync automatically based on activity elsewhere in the platform. For all other lists, the full set of options is available: click a card to open it and see a table of its members (name, email address, date added, and an Unsubscribed badge where applicable). From inside a list you can remove a single member using the X button on that row, without deleting the contact itself. To create, rename or delete a manual list, use the buttons on the Lists page directly: a small dialog lets you set the name and description. When you are viewing any list, click Email this list to open the email composer with that list already selected as the recipient.
4. CSV import: Click Import and upload a CSV file. Map columns (email, first name, last name, company, tags). Choose an existing list or create a new one.
5. Search and filter: Use the search field, filter by list, tags or opt-in status.
6. Export: Click Export to download all contacts as CSV.

Tips

• Tags are powerful for segmentation: group contacts by interest, source or funnel stage.
• During CSV import you can choose "skip" for columns you don't need.
• Contacts who unsubscribe are automatically marked and will no longer receive emails.
• When uploading content and selecting email as an output, you can pick the target list right there in the upload settings, no need to link it up afterwards.
• In the lead capture form editor, you can create a brand new list directly from the list dropdown without leaving the dialog, keeping your setup flow smooth and fast.