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Lists

Create static marketing audiences for one-time sends, imports, and fixed campaign snapshots.

Lists are static marketing audiences. Unlike Segments, which update automatically from live CRM filters, a list keeps the exact contacts you add to it until you change it.

Use lists when you need a fixed recipient set:

  • One-time campaign sends.
  • Imported event attendees.
  • A manually curated VIP group.
  • A snapshot exported from a dynamic segment.
  • A suppression or exclusion audience.

Create a list

  1. Go to Marketing > Lists.
  2. Click New List.
  3. Add a name and optional description.
  4. Add contacts manually, import a CSV, or export a snapshot from a segment.
  5. Save the list.

Add contacts

MethodUse it when
Manual selectionYou are adding a small set of known contacts
CSV importYou have an external attendee or lead list
Segment snapshotYou want to freeze a dynamic audience before a campaign
AutomationAnother workflow should add contacts when they match an event

Lists vs segments

Audience typeUpdates automaticallyBest for
ListNoFixed audiences and one-time sends
SegmentYesRecurring campaigns and behavior-based targeting
  • Campaigns - send campaigns to lists or segments.
  • Segments - build live CRM audiences.
  • CRM Contacts - manage the contacts used by marketing audiences.