Manage lists

Last updated Monday, May 23, 2016 in Sitecore Experience Platform for Marketer
Keywords: Messages, Contacts

When you open the List Manager, the dashboard gives you a quick overview of the lists that are available in Sitecore.

In the List Manager menu, in the List section, you can click a link to see a list of all:

  • Recently created lists – displays all recently created lists from the top, regardless of location.
  • My lists – displays the lists created by the logged in user or where the logged in user is specified as the owner.
  • Contact lists – displays all the Contact lists, regardless of location.
  • Segmented lists – displays all the Segmented lists, regardless of location.

lm_Dashboard_MyLists

From each of these lists, you can click the name of the list to open it. In addition, if you want to delete a list or organize your lists in folders, you can click the list row and then click the drop-down arrow. Depending on the type of list that you click or if you click a folder, different options are enabled in the drop-down menu. The options are:

  • List
    • Move - move the list into a different folder.
    • Delete - delete the list.
    • Export contacts - export the contacts that are included in the list to a CSV file.
    • Convert to contact list - convert a Segmented list to a Contact list.
  • Folder
    • Delete - delete the folder.
    • Move - move the folder into another folder.
    • New - create a new folder. If you have clicked a folder, the new folder is created as a subfolder; otherwise, the folder is created in the folder root.
    • Rename - rename the folder.

LM_MyListsVIew_DropDownMenu

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