Lists are folders of contacts that you can create to better organize your constituents. This can come in handy when you have certain segments you tend to use repeatedly across multiple campaigns.

Creating Lists

Thankfully, you have several different routes you can take to organize your contacts into lists. 

via Lists Page

You can create lists directly in the Lists tab in your top navigation bar.

1. Click on the Lists tab from the menu, this will take you to a page of all of your lists.
2. Select the blue + Create New List button above your table of lists.
3. Name your list something helpful (only you and your teammates will see this name), and hit Save.
4. From the inside of your new list, click one of the two blue buttons that say + Add Recipients or Start Adding Recipients. 
5. Use the tabs at the top of the dialogue box to either (1) import from a CRM, (2) upload recipients from a spreadsheet, or (3) manually enter information or select contacts from your larger pool. Voila!

via Contacts

You're also group together contacts into a list directly from your contacts page. This can be especially helpful if you want to sort your contacts by merge field and create lists based around that data point. 

1. Navigate to your Contacts page and select the desired contacts you'd like to add to a list. 
2. The blue + Add Contacts button will morph into a + Create New List button, click this!
3. From this dialogue, you can choose to add to a New List or Existing List. Name your new list, or use the search to find your desired list. All set!

via Recipients Page

If you’ve crafted a great bunch of recipients inside of an existing campaign and would like to save them for future use, you actually have the ability to create a list right there!

1. Create or open and campaign and make sure you’re on your Recipients page.
2. Once you have all of your constituents uploading, click the ellipses next to where you’d add recipients.
3. Select Create A List. 
4. From this dialogue, you can choose to add to a New List or Existing List. Name your new list, or use the search to find your desired list. Done!

Uploading Lists to a Campaign

When you’ve created your lists, it’s time to start using them to send ThankViews!

1. In your campaign, click +Add Recipients or Start Adding Recipients.
2. In the dialogue box, select the Lists tab and scroll through to find your desired list.

Notes

• The star rating is the Engagement Score for the entire list, which is the average Engagement Score of all the recipients in the list.
• Recipients can be added to more than one list.
• Your Lists tab default view shows your most recently added list first. This view can be adjusted by using the Sort By dropdown near the top of page.

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If you have additional questions, please reach out to your Customer Success Representative or support@thankview.com.