A list is a way to group contacts you want to message easily. You can create manual lists or dynamic lists that update based on a set of criteria. A manual list is a fixed set of contacts that only updates when manually edited by an admin. You can add people or allow join requests.
Creating a Manual List
From the toolbar, select Contacts, then Lists. Click the New List button.
Select Manual List.
Enter a List Name.
Select the visibility setting for the List. Make the list visible to anyone in your organization to join, or keep it hidden.
Hide list from non-admin users
Allow any person to join
Allow any person to request to join
Describe the List so that contacts will know why they should join it.
Click Create List.
Click the Add Contacts button.
There are three ways to add contacts here.
Add Existing Contacts - You can choose existing contacts from a list.
Add New Contact - You can add new contacts that aren't already in your database. Enter the contact's information. You can also notify this contact via email that they have been added to this list and send a personal message.
Upload New from CSV - You can import a list of contacts from a .csv file. Download the Sample Contacts CSV Template, enter the contact data, and upload the file.
To remove contacts from the list, click the three dots next to their name and select Remove From List, or check the box to the left of the names, click the Actions button, and select Remove From List.
Questions? Click the "?" icon to contact Givebacks Support.