Managing Contacts and Lists

Updated on: April 26, 2016 Category: Basics, Contacts

You can add single subscribers, import contacts, export contacts, edit contact information, and view your own contact activity from the Manage Contacts tab.

Manage Contacts

You can create new lists, and merge, delete, or rename lists under Contacts > Summary:

 Manage Lists

Create New Lists

To create a new list, click Contacts –> Summary –> Create New List.

Create a List from RoblyTV on Vimeo.

Or, you can Create a New List as you are importing contacts:

Create a New List

Delete a List

To delete a list, click Contacts –> Summary –> click OPTIONS under the list name –> Delete. You have 2 options:

  1. Delete List, Keep Contacts: This deletes the list, but not the contacts within it. If a contact is on another list, we won’t delete it from the other list.
  2. Delete List & Contacts: This deletes both the list and contacts, the contacts become marked as Unsubscribed. This cannot be undone.

Clear a List

To clear a list, ie simply take contacts out of a list without deleting them, find the list name under Contacts –> Summary, then hover over Options –> Clear.

Hover over Options > Clear to clear a list.

Rename a List

To rename a list, click:
Contacts —Summary –> click OPTIONS under the list name –> Rename.

Merge Lists

To merge a list, click:
Contacts —Summary –> click OPTIONS under the list name –> Merge.

This will merge that selected list to any other list you choose. You then have the option to choose whether or not to Delete the original list, or keep it as is.

Sort Lists

To alpha sort your list, click on the Alpha Sort icon here:
Alpha Sort

This will merge that selected list to any other list you choose. You then have the option to choose whether or not to Delete the original list, or keep it as is.

Add/Import Contacts

To add a single subscriber or import contacts, click Contacts –> Manage Contacts.

Export Contacts

To export your contacts as a CSV file, click Contacts –> Manage Contacts –> Export. You can download the file under the Activity tab.

Export Contacts

Export a list or lists:

First, go to Contacts, then click on the list you want to export:

Export List

Then click Select All, then go to Bulk Actions and pick Export Selected:

Export Selected

The file will be available under Contacts > Manage Contacts > Activity.

Delete Contacts

If you delete a contact, it will move the contact to your Unsubscribe list, with a status of Deleted. The only way to move these back into your Entire Contact list (ie, your Active contacts) is by reimporting them in a CSV file.

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