How do I work with lists?
Create a list, add or remove contacts, archive it, or delete it.
2 min read
A list is a named group of contacts. Campaigns send to lists. Open Contacts, then Lists.
Create a list
Section titled “Create a list”- Select New list.
- Enter a Name.
- Add a Description (optional) if it helps.
- Select Create list.
List names are unique. If the name exists, ColdMerge offers to open that list.
Add contacts
Section titled “Add contacts”From a list:
- Select Add contacts.
- Search by email address.
- Tick the contacts.
- Select Add N to list.
Use Import into this list for a file. The import wizard opens with the destination already selected.
Remove a contact
Section titled “Remove a contact”- Open the list.
- Find the person in On this list.
- Select Remove.
- Select Take them off.
The contact stays in All contacts and on other lists. Removing them does not cancel a campaign that already queued them.
Read list health
Section titled “Read list health”| Status | Meaning |
|---|---|
| No contacts | The list is empty |
| Not verified | No fresh, decisive verdicts |
| Partly verified | Only part of the list has a fresh result |
| Healthy | Most checked addresses came back alive |
| Unhealthy | Too many checked addresses came back dead or risky |
| Verifying… | A check is running |
The percentage beside the status is the share with a fresh decisive result. Open the status for Alive, Risky, Dead, No answer, and Unverified counts.
Verify appears when the list has no fresh decisive results. It opens a quote before spending credits. Archived lists show health but cannot start a check.
Understand Auto-sync
Section titled “Understand Auto-sync”Keep enrolling new people added to this list is on by default for a campaign. It adds later list members while the campaign is Scheduled, Sending, or Paused. It does not add them in Draft, Review, Completed, or Cancelled.
Auto-sync only adds. Removing a contact from the list or turning Auto-sync off does not remove anyone already in the campaign.
Archive a list
Section titled “Archive a list”- Open the list.
- Select Archive this list.
Archived lists disappear from pickers and accept no new contacts. Choose Show archived lists to find one, then Bring back into use to restore it.
Delete a list
Section titled “Delete a list”- Open the list.
- Select Delete list.
- Confirm.
Deleting removes the grouping, not its contacts or campaign history. Archive a list you may need again. Delete one that was created by mistake.