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.

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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.

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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.

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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

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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

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Troubleshooting #

Issue	Solution
Cannot create list	Check permissions, verify unique name
List not appearing	Refresh page, clear cache
Cannot delete list	Check permissions, remove contacts first
Contacts not added	Verify edit permissions, try single contact

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Last updated: February 3, 2026