Create and manage lists

Lists are the simplest way to organize customer profiles into fixed audiences.

Lists are convenient when you are just starting or when you need to manage a small audience manually.

Create a list

From the Audience section click on the button near the bottom right of the page and select New List.

You must enter a unique name for the list.

Click on the Save changes button when you are done to confirm the creation.

Add customer profiles to a list

There are two easy ways to add a customer profile to a list.

If you are on a conversation, you can click on the three dots near the customer profile information and select Edit. A pane will open on the right side with the customer profile properties to edit.

When clicking on the field Lists the list of existing lists will appear. You can select as many as you want.

Click on Save changes to confirm the changes.

The customer profile now belongs to the lists you selected. To make sure this is the case, visit the list’s customer profiles page by navigating to the Audience section and clicking the list name on the left side. The customer profile should be visible inside the list.

Another quick way to add customer profiles into lists is from the Audience section. Click on the three dots on the right of each customer profile and select the lists you want it to be in. To remove a customer profile from a list, click again to remove it from the list.

Renaming a list

From the Audience section simply point over the list title that you want to rename over the left side of the page.

An edit icon will be visible on its right. Click on the icon. A pane will be opened on the right side.

Rename the title and click on Save Changes.

Removing a list

Removing a list only removes the list itself and does not remove the customer profiles that it may contain.

From the Audience section simply point over the list title that you want to remove over the left side of the page.

An edit icon will be visible on its right. Click on the icon. A pane will be opened on the right side.

Click on the trash icon near the bottom right area of the pane.

A confirmation dialog will ask you to confirm the list deletion.

Click on Delete to confirm the action.