Organizing your records with Lists

Lists provide a straightforward way to group and organize your records for better management and  actions. Think of Lists as digital folders that help you maintain order in your data – whether you're organizing customers, contacts, products, or any other records in your system.

What Are Lists?

Lists are collections of records that you create and manage manually. Unlike automated groupings that change based on conditions, Lists give you direct control over which records belong together. You decide what goes in, what comes out, and when.

Key characteristics:

• Manual control: You add and remove records as needed
• Stable membership: Records stay in the list until you decide otherwise
• Simple organisation: Group records by any criteria that makes sense for your workflow
• Flexible naming: Create lists with names that reflect your specific needs

Common Use Cases

Customer Management

• VIP customers requiring special attention
• Customers from specific regions or markets
• High-value accounts needing personalised service

Project Organization

• Records related to specific campaigns or initiatives
• Seasonal customer groups (holiday shoppers, summer subscribers)
• Test groups for new features or offers

Workflow Management

• Records pending review or action
• Completed transactions requiring follow-up
• Priority items needing immediate attention

Creating Your First List

1. Navigate to the Segments and Lists section in your left navigation bar
2. Click "Create List"
3. Choose a descriptive name (e.g., "Q1 Beta Testers" or "West Coast Clients")
4. Add an optional description to clarify the list's purpose
5. Start adding records manually or import from existing data