How to create a list? 

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Click Create List in the top-right corner.
   
   
   
   
3. Fill out a name for your list. This is for internal reference.

How to add contacts to list?

Once your list has been created, you can use multiple methods to add contacts:

1. Add Contact – Manually add a contact.
   
2. Upload from computer - Add contacts from files saved on your computer.
3. Import Contacts – Import contacts from your computer, Zoho CRM, or Google Sheets.
   
4. Build criteria – You can also define criteria based on which contacts are added to list. This option is not dynamic, it will not automatically add new contacts to the list or remove contacts from the list based on criteria after the list has been created.

Assign Topics   

1. From the Navigation Toolbar, choose Contacts and select List.
   
2. Click the list you wish to edit.
   
3. Open the list and select the required contacts.
   
4. Click the More Actions icon and then click Assign Topics.
   
   
   
   
5. A pop-up will appear where you can a choose topic. You can also choose multiple topics by choosing another topic after the first one.
   
6. Click the Proceed button to confirm.
   

Delete list   

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Hover over the list you wish to delete.
   
3. Click the More Actions icon at far right, then click Delete.
   
   
   
   
4. A pop-up will appear where you can delete the list.
   
5. Click the Delete button to confirm. 

Note: You can select the checkbox to delete the contacts that are associated with this list. Please note that this option will delete these contacts from all the other lists or segments as well.

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Open the list that you want to export. Select all contacts.
   
3. Click the More Actions icon at far right, then click Export Contacts.
   
   
   
   
4. A pop-up will appear where you need to fill out the following information:
   
1. Filter by Date – Select date and time and choose if you want to export all contacts or based on added/updated time.
   
2. Select Fields – Choose the fields you wish to export.
   
3. File Name and format – Give a suitable name and choose the file format you wish to use. Click on .CSV to change the file format to .XLS or .TSV or .JSON.
   
4. Click Export.
    

Clear List   

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Hover over the list that you want to clear.
   
3. Click the More Actions icon at far right, then click Clear list.
   
   
   
   
4. A pop-up will appear. Click Clear Contacts to confirm.
   

Mass update fields   

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Open the list for which you wish to mass update the contacts.
   
3. Select the required contacts using checkboxes present to left of each contact.
   
4. Click the More Actions icon at far right, then click Mass Update.
   
   
   
   
5. Fill out the following information:
   
1. Select the field from drop-down menu you wish to update.
   
2. Specify a value for the field to be updated or you can check the Clear field value checkbox to remove the values associated with the field.
   
3. Click the Proceed button to complete the mass update.
   
   
    
   

Other Bulk operations in Lists

Changing the subscription type:

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Open the list in which you wish to mass update the subscription type of the contacts.
   
3. Select the required contacts using checkboxes present to left of each contact.
   
4. Click on Change subscription type icon.
5. Choose the Subscription type for the contacts.
   
6. Click Proceed.
   

   
   

Deleting the contacts:

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Open the list in which you wish to delete the contacts.
   
3. Select the required contacts using checkboxes present to left of each contact.
   
4. Click on Delete icon at far right.
5. Confirm by clicking Delete Contacts button in the confirmation dialog box.
   
   

Note: If you delete contacts from a particular list, these contacts will also be deleted from other lists they were a part of.

Assigning/Removing Tags:

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Open the list in which you wish to mass update the tags for the contacts.
   
3. Select the required contacts using checkboxes present to left of each contact.
   
4. Click on Tag icon  at far right.
5. If you want to assign tags to contacts, choose Assign tags option and if you want to remove tags from contacts, choose Remove tags option.
6. From the list of tags, Select the tags you want to assign or remove.
   
7. Click Proceed.
   
   
   

Contacts Stats   

1. From the Navigation Toolbar, choose Contacts and select Lists.
   
2. Click the list you want to see, you will land on the list's Contacts Stats page.
   
     

Why are some of my contacts ignored?  

1. Bounced - Mail was undeliverable to the contacts or the email address doesn't exist.
   
2. Blocked- Contacts blocked by Zoho Marketing Automation.
   
3. Do-Not-Mail - Contact has been moved to do-not-mail registry.
   
4. Role-based email addresses - Contact address is generic. For example, info@, administrator@, careers@, service@, or support@.
   
5. Duplicate Entries - Contact is present more than once in the file.
   
6. Invalid Pattern - Contact has an email address in an invalid format. For example, "johngmail.com", "jane@aol",  or "ted@zylkercom".
   
7. Empty Email - Contact's email address field is empty.
   
8. Other Errors - Contacts categorized as miscellaneous and don’t fall into the above mentioned categories.  

Why aren't group email addresses accepted while importing?