Help Center Email Campaigns Contact lists

Contact lists

Email Campaigns

A list is a group of contacts you send to. Lists are built from your existing People — there's no separate contacts database to keep in sync.

Creating a list

  1. Go to Email Campaigns → Lists.
  2. Click New list, give it a name, and save.
  3. Add people by searching your directory, or bulk-add.

Importing contacts

Upload a CSV to a list — Studio matches or creates the People records and adds them to the list. Large imports run in the background and show progress.

Auto-adding people (sources)

A list can pull from a source so it stays current automatically — for example, everyone who gives through a donation page. Set a list's sources from its detail page, or create a list directly from a source.

Housekeeping

Remove members individually or in bulk, copy members to another list, and delete lists you no longer use. Because lists reference People, removing someone from a list never deletes the person.

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