Lists
A list is a way to organize users into groups, not necessarily using the same filters for all of them.
What is a list
A list is a way to organize users into groups, not necessarily using the same filters for all of them. Unlike Segments, which update automatically every given period of time and add or remove users based on defined filters only, Lists are more static groups, where you can add and remove users manually, via a bulk import or using an automation. You can find and create your lists under the Tools » Lists main navigation bar.
List types
Public
Users on a public list can see that on the subscription management page, where they are able to subscribe and unsubscribe a certain public list.Private
Users on a private list will not be aware of being on such a list.
Creating a list
To create a list go to Tools » Lists, and click “Create list +”. Type the name of the list, add description and select the checkbox if you want to make it a Public list.
Adding and removing users
There are several ways how you can add user(s) to a list and remove user(s) from a list:
On user’s profile
While being on a user profile, you can add them to a list by clicking the plus icon in the LISTS section in the left panel. Then select a list (or create a new one) and click Confirm.
You can remove a user from a list by clicking the X icon next to the list name in the LISTS section on the left panel.
From Data » People module
While being on the list of all users, manually select users or filter them using the right panel. Once you do it, click Manage and then Add to list or Remove from list.
When importing users
While importing users via the CSV file, you can select one list they will be added to once the import is complete.
Using automation
You can use list-related activity as a trigger or action in your automations.
Triggers:
Added to list
User’s being added to a list can trigger the automation for this user.Removed from list
User’s being removed from a list can trigger the automation for this user.
Actions:
Add to list
A user will be added to a selected list when reaching this block in your automation.Remove from a list
A user will be removed from a selected list when reaching this block in your automation.