Support Center

How do I create a Manual List?

Last Updated: Mar 01, 2019 04:17PM EST
Even if your main lists are synced, there may come a time when you need to import a group of contacts manually. A common scenario for this is staff that is not able to be synced in. Follow the steps below to create a manual import list from a CSV or Excel file. 
 
  1. From the “My Lists” page, click on the "Select an Option" dropdown
  2. Choose the "Create a list" option
  3. Name your list
  4. Click the "Import Contacts"
  5. Click "Choose File"
  6. Select your manual list
  7. Click "Import File"
  8. Arrange your drop-downs as needed, if necessary
  9. Click "Accept and Proceed"

Once your list is created, be sure to review the "Settings/Schedule" to ensure this is set up the way you would like. If you need to combine your manual list with an existing list, see the steps found in  "How do I create a superset list?"
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