Creating and Managing Lists

Creating and Managing Lists #

Lists are formal contact groupings for email campaigns and segmentation. Contacts can belong to multiple lists.

Understanding Lists #

Lists are structured segments for email marketing (e.g., Newsletter, Customers, Leads). Unlike tags, lists are subscription-based with opt-in/opt-out management.

See Lists and Tags for comparison.

Creating Lists #

1. Navigate to PloverCRM → Lists
2. Click Add New List
3. Enter Name, Slug (auto-generated), and Description (optional)
4. Click Add New List

Naming Tips: Use clear, descriptive names (e.g., Newsletter Subscribers, VIP Customers). Avoid generic names or unclear abbreviations.

Managing Lists #

Edit a List #

1. PloverCRM → Lists → Hover over list → Edit
2. Update name or description
3. Click Update

Delete a List #

1. Hover over list → Delete → Confirm
2. List is removed; contacts remain (relationships removed)

⚠️ Before deleting: Export contacts, verify the list is unused, and check active campaigns.

Adding/Removing Contacts #

Manual Addition #

Single Contact:

1. Open contact → Lists metabox → Check boxes → Update

Multiple Contacts:

1. PloverCRM → Contacts → Select contacts
2. Bulk Actions → Add to Lists → Select lists → Apply

Automatic Addition #

• Form Integration: Auto-add contacts from form submissions
• Import: Assign to lists during CSV import
• API: Programmatic assignment

Removal #

• Single: Uncheck list boxes in the contact edit screen
• Multiple: Bulk Actions → Remove from Lists

Best Practices #

Organization Examples:

• Email Marketing: Newsletter, Product Updates
• Lifecycle: Leads, Prospects, Customers
• Events: Webinar Registrants, Conference Attendees

Naming Convention:

[Category] - [Specific]
Newsletter - Subscribers
Events - 2026 Conference

Maintenance:

• Keep one clear purpose per list
• Aim for 10–20 active lists
• Perform monthly audits and cleanup
• Document purpose in descriptions

Permissions:

• Super Admin: Full management
• CRM Manager: Create, edit, limited deletion
• CRM Agent: View and add contacts only

Troubleshooting #

Last updated: February 3, 2026