Campaign lists

What a list is

A list is a saved set of filters, not a fixed group of names, so it stays current as leads come and go. Open Campaigns › Lists and click New list.

Choosing who is in it

Give the list a name, then narrow it by Status, Type, Source, City, Signed up for — the kinds of email a person asked to receive — and tags. As you change the filters, the drawer shows how many of the matching leads can be emailed.

Who will not receive it

Leads with no consent on file, and leads who have unsubscribed, are left out automatically, and the count says how many. Click View list to see everyone by name, search the list, and untick anyone you want to leave out. Those choices are saved with the list, so they apply to every campaign that uses it.

Changing or deleting a list

Edit a list at any time; campaigns that use it pick up the change on their next send. Deleting a list means the campaigns that used it need a new one.