Use a list
You want to hand-pick who is in it, or you want a record of who signed up
through a particular form or popup.
Use a segment
You want membership to follow the data. Everyone who bought in the last 90
days. Everyone subscribed to SMS. See Segments.
Where lists live
Open Lists & Segments in the sidebar and pick the Lists tab. The table shows every list in the workspace with its name, member count, source and when it was last updated. The toolbar has a search box, a Show archived toggle and a New list button. Click any row to open the list.Joining a list is not consent. What you may actually send someone is still
decided by their per-channel consent state. A contact can be on a list and
still be unsubscribed from email. See Consent and
suppression.
Creating a list
1
Click New list
From the Lists tab.
2
Name it
Give the list a name, an optional description and a colour. The description
shows under the name in the table, so use it to say who belongs on this
list.
3
Add contacts, or skip
The second step offers to import a file or a Google Sheet straight into the
new list. Choose Skip for now if you would rather add people later. The
list is already created at this point either way.
Where the members come from
Each list records a source, shown as a badge in the table. It tells you how members usually arrive.
The source is a label, not a restriction. A list marked Manual still accepts an import, and vice versa.
Adding contacts to a list
Here are the ways in. Preference-center topics are a sixth, covered further down.From the Contacts page
From the Contacts page
Tick the contacts you want, then choose Add to list in the bulk action
bar and pick the list. When your selection covers a filtered view, you can
also select every matching contact, not just the ones on screen.The bar also has a Save as list button. That one creates a static
segment from your selection, not a list. It is useful, but it is a
different object, so use Add to list when you mean a list.
By importing a file
By importing a file
Open the row menu and choose Import file, or open the list and click
Import file. The normal import wizard runs, with this list already
chosen as the destination.The duplicate handling you pick on the review step changes what happens to
list membership:
- Update existing matched contacts are updated with new fields and added to the list.
- Skip updates matched contacts keep their current fields but are still added to the list.
- Add only new matched contacts are left unchanged and are not added to the list.
From a storefront popup
From a storefront popup
In the popup builder, select the submit button and set List to Submit.
Everyone who submits that form joins the list. The builder says it plainly:
joining a list is not consent, and what you may send is still decided by
their email and SMS consent.Embedded forms do not attach to a list. Use a popup, or add the contact to
a list from your own code through the API.
From an automation
From an automation
Add an Update in list step to an automation and choose Add to lists.
Contacts are added when they reach that step. See
In automations below.
Through the API
Through the API
Add members by contact id or by email, up to 100 per call. See
Lists in the API reference.
Opening a list
The list page shows three stat cards: Members, Source and Created, with the last-updated date underneath. Below that is the member table. Each row shows the contact, their email consent state and the date they were added, and there is a search box for finding one person. A Remove action on the row takes that contact off the list. Their profile is not deleted. The header carries two actions: Import file and Send campaign.Import history
If files have been imported into the list, an Import history panel appears. Each entry records who ran the import, the file name, the duplicate mode and a breakdown of the result: new, updated, skipped and failed. View report opens the full per-row report for that run. The list keeps its last 50 imports.Sending to a list
Campaigns target segments, not lists. To send to a list, build a segment that points at it.1
Create a segment
Go to the Segments tab and create a segment.
2
Add an Is in a list condition
Pick the condition Is in a list and choose your list. The operators are
“is in” and “is not in”, and you can name more than one list.
3
Use that segment as the campaign audience
Pick it on the audience step of the campaign wizard.
Lists in automations
Lists show up in three places in the automation builder.- Added to list
- Is in a list
- Update in list
A trigger. Choose the list in the trigger settings, and a contact joining
that list starts the automation.The trigger fires when someone joins through a storefront popup whose
submit button is attached to the list. Adding contacts from the Contacts
page, from an import, from an Update in list step or through the API
does not fire it.See Triggers.
Turning a segment into a list
Open a segment’s row menu and choose Convert Segment to List. Senderz creates a real list holding everyone who matches the segment at that moment. This is a one-time snapshot. The list will not update when contacts enter or leave the segment. That is the point: it freezes an audience so you can work with a fixed group. The new list’s source reads Segment snapshot.Preference center topics
If your consent page offers topic preferences, each topic is backed by a real managed list, with the source Preference center. A recipient ticking a topic joins that list, and unticking it leaves. Those lists behave like any other list. You can target them from a segment and see who is on them. Renaming the topic on the consent page renames the list. See Consent and suppression.Archiving and deleting
Archiving
Archiving
An archived list is hidden from the Lists table until you flip Show
archived, and archived lists then carry an Archived badge. Archived
lists are also excluded from the list picker in the popup builder.There is no archive button in the app today, and the public API does not
expose one either. The toggle and the badge are there for lists that were
already marked archived. If you want a list out of the way now, rename it
or delete it.
Deleting
Deleting
The row menu has Delete. The confirmation says what happens: contacts
stay in your account, only the list membership is removed.Deleting a list does not delete anyone, does not change anyone’s consent
and does not remove anyone from your suppression list.Check anything that pointed at the list before you delete it. A segment
keeps its Is in a list condition, but the membership behind it is gone,
so the audience it selects changes. A popup keeps the stored choice and
warns that the selected list is no longer available.
Limits worth knowing
Member counts on the Lists table are recalculated when the table loads, so a count you just changed is current.
Lists in the API
The public API exposes your lists directly. You can enumerate them, add members by contact id or email, and remove members individually or in bulk. Adding or removing a member fires thelist.subscribed and list.unsubscribed outbound webhooks.
See Lists for the endpoints and Authentication for the headers.
Related
Segments
Rule-based audiences, and the Is in a list condition.
Contacts
The contact record, bulk actions and the activity feed.
Importing contacts
The import wizard, duplicate handling and consent columns.
Popups
Attaching a signup form to a list.

