MARKETING: Creating Lists

What is a List?

A List is a collection of names and emails that your Email Campaigns will be sent to. You can add these Contacts manually, import them from a CRM or CSV file, or you can have them added automatically either by automation functionality or self-subscription.

CLICK HERE to learn more about Email Marketing

How do I create a List?

Navigate to Marketing > Lists, and click the +Add New List button.

Give the List a Name. This is for your reference only; no recipients will see this name.

Once the List has been created, click the Options dropdown menu and select View.

Here you can see an overview of the List. A filled line graph gives you a visual on the number of Subscribers you have accumulated throughout the year. You can view different years through the Selected Year  dropdown menu.

You can quickly edit the Name of your List by clicking the Edit button at the upper right-hand corner of the screen. The top navigation bar gives you several options for adding Subscribers to your List.

Add Subscribers Form

Use this form to manually add the Subscriber emails (or both names and emails) via a simple text field. Choose either Name & Email or Only Email from the dropdown menu, then input the names accordingly. In both cases, each Subscriber's information should be on a separate line. In the case of Name & Email, separate them with a comma as shown below.

CSV Import

If you would like to bulk import Subscribers from outside of the platform, you can do so by formatting them into a CSV file. You can create a CSV file using Google Sheets, OpenOffice, or any similar spreadsheet program. Format the CSV to the method you would like to to Import the Subscribers. Download the example files below:


Import from CRM

You can add existing Contacts from the platform to the List. This will bring you to a table of all of your existing Contacts. You can then use the check boxes to select whom you would like to import. Use the dropdown menu to choose whether you are importing the selected Contacts, if you are importing all of them.

Import Staff

You can add Staff Members to your Lists too! This will bring you to a screen similar to Contact selection, in which you can use the check boxes to select whom you would like to import.

Export All Subscribers

Clicking this option will download a CSV file containing all of the Subscribers from the List. It is formatted in the same way as for importing, so you can directly import this CSV into another List if desired.


Setting up an Autoresponder allows you to send multiple emails automatically to new List Subscribers on a predetermined schedule. You will be directed to a dashboard in which you can manage the Autoresponders for this list, or create a new one by clicking the +Autoresponder button.

CLICK HERE to learn about Autoresponders

How do I Unsubscribe a user from a List?

To manage the Subscribers from a List, navigate to Marketing > Lists and click the List you would like to manage. You can then click the Options dropdown menu to either Unsubscribe them from the List, or Delete them entirely.

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