Overview
Contact lists provide you a creative way of reaching out to your customers to let them know you understand their needs and have a solution that will meet their requirements.
A contact list is a group of individual contacts that represent an individual person or business with specific contact information such as name, address, city, state, and phone number. A contact's information can be updated over time as you learn more about your contact. The identifiers for contacts are the email address (required) or phone number (optional).
You may have more than one contact list. To view them, navigate to your Contact Lists page.
Partners and providers can share lists for activity execution.
- Marketplace Providers can use contact lists when executing OBO partners without sharing those contacts with the partners.
- The provider can use its own list when executing on behalf of a partner.
- The provider can use partner-supplied contacts to execute on behalf of a partner.
- The provider can use a combination of its and the partner's contacts to execute on behalf of a partner.
Before You Begin
- Read Best Practice for Contact Listsbefore building your list.
- It is important to note that if you add a contact with a phone number but no email address populated, an email address will be auto-created at the moment of contact creation.
- Review your contact list before sending out marketing activities.
- Ensure that contacts are opted in to receiving communications from you (or that opt-in is implied). For more information, see Manage Opt-In for Emails to Contacts.
Content
Click + to expand the section.
About the Contact Lists View
You can see this information in the Contact Lists view:
- Create Contact List
Click to create a new contact list. For more information, see Creating Contact Lists.
- Search
Find a contact list by searching with keywords.
Items are presented in date order as a default - use the controls above the results to change the sorting.
- Status filter
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Limit the list to show active or archived company listings.
- Sort
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Control the order in which your company listings display. You can sort by Create Date or Name.
If you've applied a sort, click the
icon to save it. The next time you navigate to the page, it will be arranged in the same way.
- List Details
Review a summary of the contact list: name, number of members, status, and creation date.
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Click the name to open the details view, where you can view statistics, add contacts or archive the list.
You can also export a list of members - the exported file will be accessible from your My Downloads page.
About the Contact List Details View
From the Contact List view, you can open the Contact List Details view for each contact list you have created.
- Navigate to your Contact Lists page.
- Select a contact list.
In the Contact List Detail view, you can do the following:
- Add contacts to contact lists for targeted marketing communications or segmenting your audience.
- Archive the contact list.
- Review contact interaction with marketing efforts.
- Spam
The number of contacts that identified your email as spam.
- Invalid
The number of emails identified as invalid. This number includes the number of hard and soft bounces.
- Unsubscribed
The number of contacts that have unsubscribed from emails.
- Pending
The number of contacts that have not yet responded to your opt-in request.
- Active
The number of active contacts.
- Edit the details for the list, such as rename the list.
- Filter the list by Active, Pending, Unsubscribed, Invalid, and Spam.
- Export the list. Logged in users can access exported files directly from their My Downloads page.
- Sort the list by lead score, create date, and name.
- Search the list for a specific name.
- Remove a contact from a list.
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