Advanced List Features

📊 List Analytics

Keep an eye on how your lists are doing:

📱 Contact Coverage

See how much contact info you have for people on the list:

🚀 Using Lists

📣 For Campaigns

When you make a campaign, you pick a list to send it to. The campaign will reach out to all the clients on that list.

1. Build your list with the cases you want
2. Create a campaign
3. Pick the list as the target
4. The campaign contacts everyone on it

⚡ For Bulk Actions

You can do the same thing to every case on a list at once:

1. Open the list
2. Click Bulk Actions
3. Pick what you want to do:

4. Apply it to every case on the list

📈 For Reporting

Make reports based on your lists:

1. Open the list
2. Click Reports
3. Pick the report type
4. Generate and download it

🧩 List Segments

You can break a list into smaller groups called segments:

Segment Types

Using Segments

Segments are great for:

• Sending messages to just part of a list
• Testing two versions of a campaign (A/B testing)
• Figuring out who to follow up with first

⏰ List Scheduling

Set your lists to update on a schedule:

Refresh Options

📸 Scheduled Snapshots

Save a copy of the list as it looks right now:

1. Open the list
2. Click Create Snapshot
3. The snapshot saves the current list
4. Use it to compare later or for record-keeping

🔗 Integration with Campaigns

Campaign Association

🔒 List Locking

When a campaign is using a list:

• You can't delete the list
• You can still look at it
• Changing the filters won't affect the running campaign

👥 Sharing Lists

Share lists with your team:

📋 List Templates

Save a list setup as a template so you can reuse it later:

Creating Templates

1. Build your list the way you want
2. Click Save as Template
3. Give it a name
4. Use it whenever you make a new list

Template Categories

🔌 API Access

Work with lists using the API:

📝 Change Tracking

Every change to a list's cases is saved in the System Log. This gives you a full record of what happened.

When cases are added, removed, or replaced on a list, the log entry shows:

✅ Best Practices

• Use clear names — Name your lists so it's obvious what they contain (e.g., "PI Cases - Awaiting Documents")
• Keep lists focused — Make specific lists instead of one giant list
• Review before campaigns — Always look over a list before using it in a campaign
• Check contact info — Use the "Has Phone" or "Has Email" filter to make sure you can reach people
• Clean up old lists — Delete or archive lists you don't need anymore
• Use dynamic lists — Let filters keep your lists up to date automatically
• Test with small lists — Try a small group before sending a big campaign
• Add descriptions — Write a note explaining what each list is for
• Check opt-in status — Make sure clients said it's okay to contact them
• Watch list size — Keep an eye on whether your lists are growing or shrinking