On the sidebar menu, click on the Contacts Icon

Once you get into contacts, click CREATE LIST then add your new list name and hit the “enter” or “return” button on your keyboard.

Now, since lists are no good without people in them, let’s learn how to upload information into those lists. There are several ways to do this.

  1. Manually add a new contact.
  2. Upload a CSV
  3. Clone an existing list

To manually add a contact:

Click the ADD NEW CONTACTS button in the upper right-hand corner of your screen

Then, the window below should pop up and you can add their contact info.

*Note: If you want to add Custom Dynamic Fields to your contacts, you’ll need to upload them through a CSV or integration*

To Upload a CSV:

First, choose the list you’d like to add the contacts to.

Next, click the button shown below:

Then you will see the upload window pop up and you can drag and drop your file, or click on the cloud icon to select your file. If you don’t know how to properly format your file for a CSV upload, read our article on How to Format a Contact List.

To Duplicate an existing list:

Simply hit the Clone button and your new list will be created.

Now that you’ve got your lists set up, you’re ready to send out your first Wave or Flow!

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