Create and Manage a Contact List

Creating a new contact list is the first step toward sending bulk messages or organizing your recipients for targeted campaigns. This guide walks you through setting up a new list, defining its fields, and preparing it for messaging.

Create a Contact List

Follow these steps to create your contact list:

  1. Go to the Contact Lists section on the main menu.
  2. Click Create a new list.
  3. Enter a descriptive Name for your list (e.g., "Monthly Newsletter Subscribers," "March 2025 Buyers").
  4. Select one of the options to determine which fields you want the system to create automatically:
    • Include fields for first name and last name automatically.
    • Include a field for full name automatically.
    • Don't include any fields automatically.
  5. Select Create.

After you create the list, the page offers three tabs for managing contacts and customizing your list.

Numbers in list - Manage contacts

Use this tab to add, import, and manage individual contacts.

  1. Select + Add a number to manually enter a contact's information. Then, select Add this number to finish.
  2. Select Import a list of numbers to add numbers in bulk. You can use a CSV or TSV file, or you can paste the numbers directly.  See Import Contacts from a Spreadsheet or File or Import Contacts by Pasting Data to learn more about this process.
  3. Select Download list as a CSV to download the list to your local device as a spreadsheet.
  4. In the last column of the grid, Actions, select the ... (ellipsis) next to a contact's row to manage them. If you choose:
    • Edit: Make the necessary changes to the individual contact's details, then select Save changes.
    • Remove: Select Remove again to confirm your choice to delete the contact from the system permanently.

Sent messages - History & statistics

To see a message overview (text, date, recipients) and core statistics, select a sent message or use the filter to find it.

See View and Analyze Campaigns to learn more.

Edit Fields - Customize data fields

Add and remove custom data fields unique to this specific contact list. These fields are not available on other lists.

To create a custom field that is available to all contact lists (e.g., a global Phonebook data field), see Create Custom Data Fields.

List Settings and Actions

You can access these actions from the contact list page to modify the list's settings and create copies.

  1. Select Send a message to this group to open the composer. See Send an SMS to learn more about composing messages.
  2. Select Edit list to choose if you send opt-out information to recipients. See Edit Opt-out Texts to learn more.
  3. Click Copy list to create a duplicate of the existing list. To continue this process:
    • Enter a new name for your copied list.
    • Check the Also copy recipients box to copy the list with its recipients.
    • Select Copy to duplicate the list.
  4. Select Delete and confirm to remove the list permanently.

With your new list created and customized, you're ready to start adding contacts and launching targeted messaging campaigns.

Learn More

See the following articles to learn more: