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Add To A List

This tutorial discusses adding contacts manually and importing them to the List of Contacts, also known as mailing lists.

A mailing list is a collection of the contacts' details, including the email addresses. When you are ready to send your email campaign, you will send it to one or more mailing lists. Therefore, a good mailing list is a key to successful email marketing.

Go to the navigation menu on the left side or top of the page to access this. Then, click on Leads - Add To A List.

First, select the mailing list name to which you would like to add the contacts. Then, you can Add Contacts To A List manually, search and add the previously added contacts, or import them as a .csv file. In this example, the names will be added to the Holiday Special List.

  • Contact - to add a new name manually, you only have to fill out the given fields. You can choose what information to include in the contact's profile.

There is an option to select a category for the contact. It helps to keep your contacts sorted, which makes managing the business more accessible. !Please refer to the Add Funnel tutorial to learn how to create and add categories!

  • Search - look for and add to the list a contact who has already been added to your organization.

  • File - import contacts as a .csv file. First, download the example spreadsheet and use it to add your contacts to the spreadsheet.

To upload many contacts, you will need to enter their first name, last name, email, phone number, company name, title, company URL, city, state, and country. Other fields are not mandatory.

You can add as many people as you want to your file, and they will be added as contacts to your organization.

Before the contacts get added, you will be able to preview the senders and ensure that all their information has been entered successfully.

Once contacts are added, you will see them listed in the Contacts List.

Under the Action tab, click on the three-dot button. You can edit the contact's profile, delete them entirely from the organization, or remove them from the list.

In this tutorial, you have learned to add contacts to the mailing lists used to send email campaigns.

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