Once you import your contacts, you can add them to Lists within the RMS. Lists are required to create a campaign, so be sure to create the lists you want first.

How to Create a New List

To create a list, you will first have to import your contacts or choose from contacts that were previously imported. There are two ways to create a list: 

To create a list from the "Participants" page: 

  1. Click Participants in the left hand navigation
  2. Select the contacts you want to add to the new list
  3. Click "Actions" 
  4. Click "Add to List"
  5. Click "New List"
  6. Add a name for the list
  7. Click "Save"

To create a list from the Lists Page:

  1. Click the Lists tab in the RMS
  2. Click "New List" in the top right corner
  3. Add a List Name and Description
  4. Click "Save" 

How to Edit an Existing List

Adding existing contacts to a list: 

  1. Click Participants
  2. Select the contacts you want to add to the list
  3. Click "Actions" in the top right
  4. Click "Add to List"
  5. Select the list from the existing lists. 
  6. Click Save

Editing or Deleting the List: 

  1. Click the "Lists" tab
  2. Select the list you want to edit
  3. Click "Edit" to edit the name and description, or "Delete" to delete the list. 

Questions? We have answers! Contact our support team by opening the chat bubble in the bottom right of this page. 

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