Address Book & Contact Management keyboard_arrow_right Email Lists


Creating email lists enables you to:

The following tutorial covers how to create and manage email lists. For instructions on how to send an email to an email list, view our Sending Email tutorial.

How to Create an Email List

thumb_up Important Notes

The advanced search for email lists works the same way as it does for searching contacts in your address book. This is especially helpful if you want to search for all contacts that have a "birthday" or "anniversary" date and you want to add them to a specific email list for an automated email campaign.

  • To find all contacts that have a birthday, anniversary or start date, select the type (ie. birthday) and enter a date range of 1/1/any year to 12/31/any year. For birthday and anniversary, make sure the radio button for "ignore year" is set. Your results will include only contacts that have information for the type you selected.

How to Edit an Email List

  • Click the edit icon edit next to the email list. You will see all contacts and automated email campaigns assigned to that email list
  • Click the edit icon again to rename an email list
  • Add/remove contacts from the email list by selecting or de-selecting the checkbox next to a contact's name
    • If you have more than 100 contacts, your search results will be separated into different pages with 100 contacts per page
    • When selecting from multiple pages of contacts, make sure you click the 'Save Changes' button before continuing to the next page
  • Use the 'advanced search' filter option to see if specific contacts are included or not included in the email list

How to View an Email List

  • Click the view icon pageview next to the email list to see all contacts and automated email campaigns assigned to that email list
  • Use the 'advanced search' to sort and show a specific field for a contact such as birthday, anniversary, company etc.
  • Click the edit icon edit next to a contact's name to view their full information. You can also add/remove that contact from specific email lists on that screen.
  • Click the delete icon delete next to a contact's name to isolate that contact's record and uncheck the box to remove that contact from the email list. Click the 'Save' button to save your changes.

How to Delete an Email List

Deleted email lists CANNOT be restored.

  • Click the delete icon delete next to the email list.
  • You will see a confirm delete screen with all of the contacts assigned to that email list.
  • Click the button to delete the email list.

thumb_up Important Notes about Deleting Email Lists

  • Sent Emails: Emails sent to a deleted email list will not be deleted.
  • Saved Emails: Saved emails addressed to this email list will not be deleted but the address list will be empty.
  • Automated Email Campaigns: If the email list was assigned to automated email campaigns, the scheduled automated emails will NOT be sent.

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