Create a contact list or a segmented list

Last updated Wednesday, December 20, 2017 in Sitecore Experience Platform for Marketer
Keywords: Contacts, Messages

In the List Manager, you can create two types of lists – a segmented list and a contact list. For each list type, you can create lists with different list sources included:

  • Contact list
    • Contact list from existing list – create a new contact list from an existing contact list.
    • Empty Contact list – create a contact list with no contacts included. For example, use the empty list to collect the visitors that sign up for a newsletter on your website or that trigger a message.
    • Create list from file – import contacts from a CSV file and create a contact list that includes all the imported contacts.
  • Segmented list
    • Segmented list from all contacts – create and segment a list from all the contacts in Sitecore.
    • Segmented list from existing list – create and segment a list from an existing contact list.

This topic outlines how to:

Create a contact list or a segmented list

To create a list:

  1. In the List Manager, click Create and in the menu that appears, in the Create list section, click the list type that you want to create.

    lm_CreateMenu_Createlists

    • If you clicked Create list from file, import the new contacts in the Import contacts wizard.
    • If you clicked Contact list from existing list or Segmented list from existing list, in the Select list dialog box, search for the list that you want to include in your new list and click OK.

      You can only use contact lists as the source for a new list. When you have finished creating the list, you can add or exclude additional lists.

      lm_SelectListDialog

  2. In the General information section, enter a name for the list and click Save. If relevant, you can also add a description or an owner of the list.

    lm_ContactList_GeneralInformation

  3. For the new list, you can now add or exclude additional list sources. To add or exclude a contact list to your new list, in the Included lists section, click the drop-down arrow icon_Accordion_ActionsButton:
    • To add another contact list, click Add source.
    • To exclude a contact list, click Exclude source.
    • For a segmented list, to use all your contacts as source for the segmentation, click Use all contacts as source.

    lm_ListTaskPage_IncludedListsSection_DropDownmenu

  4. In the Select list dialog box, search for or navigate to the relevant list and click OK. You can add or exclude as many list sources as you want but only one at a time.
  5. Save your changes.

    Note

    After you have created a list with multiple sources, you must remove the duplicate contacts from the list to make sure that each contact only appears once in your list.

If you add new contacts to a list source of an existing contact list, the contact list is not updated accordingly. However, when you add or remove a list source of an existing contact list, the contact list is rebuilt, which means that all the new contacts in both existing and new list sources are added to the contact list. Depending on the number of contacts included in your list, this can take a considerable amount of time.

Segment the included contacts in a segmented list

When you create a segmented list, you can add existing segments or create and add new segments to the list to further segment the contacts in the included list source.

To add segments to your segmented list:

  1. In the List segments section, click the drop-down arrow icon_Accordion_ActionsButton.

    lm_ListTaskPage_ListSegmentsSection_DropDownmenu

  2. In the drop-down menu:
    • To create a new segment, click Create new segment. In the Create segment dialog box, create the new segment by adding a name and the relevant rules for the segment.
    • To add a saved segment, click Add existing segment. In the Select segment dialog box, click the segment you want to add to the list and click OK.

      Note

      You can use the search to quickly find the relevant segment.

  3. In the List segments section, review the rules and conditions that are used to segment the contacts in the segmented list.
  4. To update the Contacts section to show only the contacts in the current contact list that meet the specified conditions, click Save.

    lm_ListTaskPage_ListsAndSegmentsAdded

  5. You can edit or remove the segment from the list at any time.
    • To remove the segment from this list only, click Remove segment.
    • To edit the segment, click Edit segment. When you edit the segment, the segment is updated everywhere that it is used in Sitecore.
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