Create, import, and manage lists
Use lists to organize your customers and make targeted communication easier.
Note
If you want to import the historical email engagement information of your customers (such as previous sends, opens, and clicks), see Personalize email content instead.
Create a list
You can add customers to a list using one of the following options: import, manual, web modal form (legacy).
Import customers to a list
To import a list from a CSV file, you must first verify that your CSV file is formatted correctly. Once your CSV file is in the correct format, complete the following steps to import the list:
- Go to Customers > Lists.
- Click New List.
- Enter a title for the list and click Save.
- Upload your CSV to the Drag & Drop section (or click browse).
After you import the list, a confirmation message similar to the following displays:
As the confirmation message indicates, you can view the status of your upload by going to Account Settings > Activity Log.
Manually add customers to a list
To manually add customers to an existing list:
- Go to Customers > Lists.
- Locate and open the desired list.
- In the Add a Subscription section, complete the following fields:
- Subscription Type – Select Email, Optimizely Content Cloud ID, Phone or Web (Moab) Push Token.
- Subscription Value – Enter the value for the subscription type you selected above.
- First Name (Optional) – Enter the customer's first name.
- Last Name (Optional) – Enter the customer's last name.
- Click Subscribe.
After you manually add a subscription, the following confirmation message displays:
Refresh the page to see the manually added customer in the list.
Add customers to a list via a form (Legacy)
Use a web modal form to collect email addresses and add those customers to a list. You can use the default Email Modal Collection (Legacy) campaign or specify a list subscription in any form that contains the email field.
Export a customer list
To export a list:
- Go to Customers > Lists.
- Locate and open the desired list.
- Click Export.
- On the Export Subscribers window that displays, select the attributes you wish to include in the export.
- Select the Format (either CSV or JSON Document).
- Click Export to confirm your selection and download the file.
Subscription status
Each contactable identifier (such as email) has a subscription status which indicates whether or not you are allowed to contact or collect data on a customer.
- Global Unsubscribe – Attached to the user rather than the email address and indicates that the user does not allow communication. Even if the user is subscribed to a list, they are not reachable in campaign execution (legacy).
- List Unsubscribe – Indicates if a user is reachable when sending to a specific list.
- GDPR opt-out – Indicates that ODP does not retain or communicate to any identifier associated with the user. This is equivalent to an opt-out of all future communication and data collection, as well as removal of past data.
Use a list in a campaign (Legacy)
To contact all members of a list, select it as a segment for a campaign using the Are in a segment or a list filter.
To contact members of a list from a specific segment, select the list after enabling the Must be subscribed to enrollment rule.
