Customer Lists

Lists are static collections of customers that serve as the foundation for targeting in campaigns and journeys.

What is a List?

A list is a named group of customers. Unlike segments (which are dynamic), lists are populated manually through CSV uploads. A single customer can belong to multiple lists.

Common uses for lists include:

• Newsletter subscribers
• Event attendees
• Product-specific audiences
• Geographic groupings
• Import batches (e.g., "January 2025 Upload")

Creating a List

1. Navigate to Customers → Lists
2. Click Create List
3. Enter a name for the list
4. Click Save

The list is created empty. You'll populate it by uploading a CSV file.

Viewing List Customers

Click on any list to view its customers. The customer table shows:

• Email address
• First name and last name
• City and country
• Score
• Custom fields
• Suppression status

You can paginate through the list and search for specific customers.

List Operations

Action	Description
View	Browse customers in the list
Edit	Rename the list
Delete	Remove the list (does not delete customers)
Upload	Add more customers via CSV

info

Deleting a list removes the list metadata and the associations between the list and its customers. The customer records themselves are not deleted — they remain available in other lists and segments.

Lists in Campaigns

When creating a campaign, you add lists as targets with two modes:

• Include: Send to all customers in this list
• Exclude: Skip customers in this list (even if they appear in an included list/segment)

You can combine multiple lists and segments in a single campaign's targeting configuration.

Best Practices

• Use descriptive names: "Q1 2025 Webinar Attendees" is better than "List 3"
• Keep lists focused: Smaller, purpose-specific lists are easier to manage than one massive list
• Combine with segments: Use lists for static imports, segments for dynamic filtering
• Clean regularly: Remove outdated lists to keep your workspace organized