Adding Contacts to a List

Modified on Wed, 30 Nov 2022 at 09:11 AM


 

This can be done when contacts are first uploaded to the platform, so in this instance we are assuming you would like to add existing contacts to a list. This can be done from the ‘Manage Contacts’ page, under ‘Contacts’ in the dashboard menu.

 

 

As you can see, there are currently no lists. To create one click    on the top right, then enter a name in the list name field and click 

Your list should now appear underneath the lists heading on the right-hand side of the page. 

 

To add contacts to a list, select each one with the checkbox on the left hand side and click   icon.  Check the box of the list you would like to add your contacts to, then click 

And that's it! Your contacts should be allocated to your chosen list. The number next to the list name will increase from 0 to however many people you added. 

 

You can see who is in this list, from the ‘Manage Lists’ page, under ‘Contacts’ in the dashboard menu . From here, you can ‘Search’ the list, ‘Export’ the list as a CSV or ‘Remove’ individual members. To remove a list, see Removing List



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