Contact List Walkthrough

Creating a Contact List

1. Click Contact Lists in navigation

   

2. Click Create Contact List

   

3. Enter a name > click Create

   

   

Importing Contacts from File

Supported formats: CSV, Excel (.xlsx), Text (email-only)

1. Click Browse and select your file

   

   

2. File requirements: must have email column, CSV/Excel must have header row

   

   

3. EmailElement auto-maps columns to existing fields

   

4. Adjust mappings as needed — hover tooltip shows sample data from each column

   

   

5. Click Process File to start import

   

6. Results show: total records in file, records processed (added to list)

   

   

7. A contact already on the list has their data appended or updated, not duplicated. If a Duplicate Rejection Rule covers the list, a contact seen inside the rule's day window is turned away instead

8. Record Count on main grid updates after import

   

Custom Fields

• Created during import or in advance

• Scroll to bottom of field dropdown > Add New Custom Field

  

• Enter name, choose type: String, Integer, Date, Boolean, Decimal, etc.

  

  

  

• Up to 150 custom fields total (25 or 50 per type)

• Custom fields available for segmentation and replacement tags

Adding a Single Contact

1. Click Add Record in Contact List

   

2. Enter email address (required)

   

3. Optionally add first name, last name, custom fields

   

4. Click Add Contact

   

   

Managing Contact Lists

• Activate/Deactivate: Toggle slider on list grid

  

• Export: Click export icon > select columns > Start Export > Download CSV

  

  

  

• Remove All Contacts: Click option > Confirm twice > resets to zero. This cannot be undone.

  

  

  

  

• Record Count shown on main grid, increases with imports

Removing Contacts and Triggered Sequences

Emptying a list does not stop work that is already under way for its contacts.

• Remove All Contacts clears the list membership and sets the record count to zero.
• A contact who is part-way through a triggered sequence stays in it and finishes it, including any emails still to be sent. Removing one contact from a list does the same thing.
• To stop email to a specific person for good, add their address to a suppression list. Suppression is checked at send time, so it also applies to contacts already moving through a sequence.