Everyday email tools

Create and manage contact lists

The quick answer

Lists organize contacts for outreach. A list can contain people who are ineligible to send to, so review unsubscribe, suppression, permission, and bounce status before campaign enrollment.

PREFER TO WATCH?

See it in action

Read the video transcript

Create a campaign named Partner briefings. Check the sender and business details, then continue.

Add first-name and company fields with fallback text. Write the message, add a three-day follow-up, and continue to recipients.

Select Maya and Jon, then continue. Review the two recipients and the follow-up timing together.

Run preflight and read each result. This example needs sender setup before it can be launched.

Return to Campaigns to find the saved draft. Complete the flagged checks before approving a live send.

Build and maintain a contact list

  1. Open Contacts

    Add contacts or use an import method offered by the workspace. Review email spelling and duplicate records.

  2. Group your audience

    Assign contacts to a list and use the available filters to find the intended people.

  3. Review eligibility

    Keep withdrawn, unsubscribed, suppressed, and hard-bounced contacts out of campaign enrollment.

  4. Use the list in a campaign

    Select From Lists in recipient import where available, then review the final recipient count before launch.

IN YOUR WORKSPACE

What it looks like

The real Contacts workspace uses fictional people for this example.

  1. Search and filters

    Find contacts and review the audience before sending.

  2. Contact records

    Open a contact to inspect its details and activity.

The real Contacts workspace uses fictional people for this example.

The real Contacts workspace uses fictional people for this example.

  1. Search and filters

    Find contacts and review the audience before sending.

  2. Contact records

    Open a contact to inspect its details and activity.

Open ContactsRead the complete product guide