Move a single contact or multiple contacts to a different list

Change the contact lists that an individual contact or a group of contacts is part of

Important: Don't forget to periodically check for contacts that aren't on any list so you can start engaging with them again.

Keeping a well-managed contact list helps you make sense of your contacts so you can get the right content in front of them. Sometimes you have to change the lists your contacts are a part of when your contacts' interests, behaviors, or engagement change:

• Move an individual contact to a different list
• Move a group of contacts to a different list

Save time: You can automate the process of adding or removing contacts from a list based on your contacts' behaviour and engagement using our Automation Path Builder!

Move an individual contact to a different list

Over time, a contact can end up on multiple contact lists. You can see exactly which lists an individual contact is on by viewing their contact record. From there, you have the option to remove the contact from a list, add the contact to another existing list, or create a new list to add the contact to.

1. From the Contacts page, search for the contact you want to edit.
2. Click on the contact's name to open their contact record.
   Note: Clicking the Preview (eye icon) button opens the contact panel, which shows you limited information, like recent activity and email insights. From there, click the View full details button at the bottom of the panel to open the full contact record.
   
   
   
   
3. Click the Details tab.
4. In the List membership section, remove any unwanted lists by clicking the minus icon next to the list name.
5. Click the + Add to list link to add the contact to another list.
   
   
   
   
6. From the Add contact to a list overlay, enter a few characters of an existing list and then select it from the drop-down menu. You can add multiple lists to each contact. If you want to create a new list, enter the name of the new list and select "+ Create new [list name]" from the drop-down menu.
7. Click the Add button.
   
   
   
   

Did you know? To get started with contact segmentation, you can also apply tags to an individual contact while editing their contact record.

Move a group of contacts to a different list

Your contacts can be on multiple lists to help you better target your email content to the right audience. However, when a contact isn't a good fit for a particular list, you can also move them to a new one and remove them from the old one to keep things organized.

1. From the Contacts page, search for the contacts you want to edit.
2. Select the contacts you want to update from the search results.
3. Click Actions > Add to list or Remove from list.
   
   
   
   
4. Select a list from the drop-down menu or enter a couple of characters into the Search lists field to narrow your list options. If you want to create a new list, type in the name and select the "+ Create new [list name]" option from the drop-down menu.
5. Click the:

• Add button
  
  
  
  
• Remove button
  
  
  
  

Did you know? To better segment your contacts, you can also select multiple contacts and apply tags to them.

Questions?