Assigning Contacts to Lists

Assigning Contacts to Lists #

Learn how to add and remove contacts from lists to organize your contact database effectively.

---

Overview #

Contacts can belong to multiple lists simultaneously. Assign lists during contact creation, editing, or through bulk operations.

Prerequisites:

• At least one list created
• Permission to update contacts and read list definitions

---

Assigning Contacts to Lists #

Method 1: During Contact Creation

1. PloverCRM → Contacts → Add New Contact
2. Fill in contact information
3. In the Lists metabox (sidebar), check desired lists
4. Click Publish

Method 2: Editing Existing Contacts

1. PloverCRM → Contacts → Click contact
2. In the Lists metabox, check/uncheck lists
3. Click Update

Method 3: Bulk Assignment

1. PloverCRM → Contacts → Select multiple contacts
2. Bulk Actions → Edit → Apply
3. In bulk edit panel, select lists
4. Click Update

Note: Bulk edit adds lists without removing existing assignments.

Method 4: Via API

curl -X PUT https://yoursite.com/wp-json/plover-crm/v1/contacts/123 \
-H "Authorization: Bearer YOUR_API_PASSWORD" \
-H "Content-Type: application/json" \
-d '{"lists": ["newsletter", "customers", "vip"]}'

Note: API accepts list slugs or IDs and replaces the entire list assignment.

---

Removing Contacts from Lists #

Single Contact

1. Open contact → Uncheck list in Lists metabox → Update

Multiple Contacts

1. Filter by list → Select contacts
2. Bulk Actions → Edit → Uncheck list → Update

Remove All from a List

1. PloverCRM → Lists → Hover over list → View
2. Select all contacts → Bulk Actions → Edit
3. Uncheck list → Update

---

List Behavior #

Multiple Assignment:

• Contacts can belong to unlimited lists
• List assignments are independent
• Lists are non-hierarchical

Permissions:

Role	Access
Super Admin	Assign any list to any contact
Custom Roles	Require list_definitions read permission
Update Scope	Must have permission to update the contact

---

Use Cases #

Segmentation: Industry (Real Estate, Healthcare), Location (North America, Europe), Company Size (Enterprise, SMB)

Lifecycle Stages: Leads, Qualified Leads, Customers, Churned Customers

Campaign Management: Q1 2026 Campaign, Product Launch Attendees, Webinar Registrants

Team Assignment: Sales Team A, Support Queue, Account Management

---

Best Practices #

• Use clear, descriptive list names with consistent patterns
• Regularly review and clean up unused lists
• Remove contacts when no longer relevant
• Use form integrations for automatic assignment
• Document the purpose of each list

---

Troubleshooting #

Issue	Solution
Lists metabox not visible	Check list_definitions permission, verify Screen Options
Lists not saving	Verify update permission, check browser console for errors
Bulk edit not working	Check update_scope, try smaller batches, verify permissions
API assignment fails	Verify list slugs/IDs, check authentication and permissions

---

API Reference #

Update Contact Lists:

PUT /wp-json/plover-crm/v1/contacts/{id}

Request:

{ "lists": ["newsletter", "customers"] }

Response:

{
"success": true,
"data": {
"id": 123,
"email": "[email protected]",
"lists": [
{ "id": 1, "title": "Newsletter", "slug": "newsletter" },
{ "id": 2, "title": "Customers", "slug": "customers" }
]
}
}

---

Last Updated: February 3, 2026