Create a list Live

Create a contact list from a file import or from selected contacts, name it clearly, and know when to split it.

Updated 1 min readMaintained by Landing Zone

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Lists group contacts into audiences you can screen, trace, and send to. You can create a list two ways: from a file import, or from contacts you select in your workspace.

Before you start

  • A source for the list: a CSV or XLSX file to import, or contacts already in your workspace.
  • For file imports: the opt-in details for the contacts — source, date, and details are recorded during import.

Steps

  1. Decide where the list comes from. Contacts in a spreadsheet go through Import; contacts already in your workspace can be grouped from a selection in Contacts.
  2. To create from a file, open Import. Upload the CSV or XLSX, map the columns, and record the opt-in acknowledgment — the imported contacts become a list. See Import a CSV.
  3. To create from existing contacts, select them in Contacts. Filter or search to find the contacts you want, select them, and create a list from the selection.
  4. Name the list clearly. A name that carries the source, audience, and date — for example "ZIP 85004 absentee — July 2026" — tells you at a glance what is inside and where it came from.
  5. Split lists that mix audiences. Keep one list per distinct geography, purpose, or source. Separate lists keep screening results, sends, and reporting clean.
  6. Put the list to work. An imported list is one of the sources Skip Trace accepts, and you can refine any list with tags for finer segments.

Limitations

  • List membership doesn't change consent status or send eligibility — consent, suppression, quiet hours, and cooldowns still apply at send time.
  • During a file import, invalid rows are dropped, counted, and reported — they never reach the list. See Resolve import errors.

Frequently asked questions

Lists or tags — which should I use?

Lists group an audience; tags mark attributes that cut across lists. Use lists for where contacts came from and tags for what you know about them.

When should I split a list?

When it mixes geographies, purposes, or sources. If you would ever want to screen, message, or report on the parts separately, make them separate lists.