Contact Lists
Contact Lists (/contacts/lists/[id]) allow you to group contacts based on demographics, purchase behavior, lifecycle stage, or campaign interests.
Why Segment Your Audience?
Blasting your entire contact database with the same generic message leads to high unsubscribe and block rates. Effective segmentation increases click-through rates by up to 300% and protects your WhatsApp phone number health:
Lifecycle Lists
Group by stage: New Leads, Trial Users, Paying Customers, Churn Risk.
Event & Promotion Lists
Target by activity: Webinar Attendees, Black Friday 2026, VIP Waitlist.
Geography & Language
Segment by region: North America (English), LATAM (Spanish), EMEA.
Creating & Managing Lists
Open Contact Lists
In the Contacts subsidebar, click Lists to view all existing segments.
Create a New List
Click Add List, provide a descriptive name (e.g. "Spring Sale Leads"), and click Save.
Add Contacts to a List
You can add contacts to lists in three ways:
- During Bulk Import: Upload a CSV/Excel file and automatically assign all rows to an existing or newly created list.
- From Contact Edit: Open an individual contact's record and check the desired lists in the Lists section.
- Via Zapier / Webhooks: Automatically add leads to lists when they submit a form on your website or complete a checkout.
Remove Contacts from a List
Open the list view (/contacts/lists/[id]), locate the contact, and click Remove from List. Removing a contact from a list does not delete them from your general CRM database.