PedibeeDocs

Lists

Hand-picked groups of contacts, the audience for campaigns and sequences.

A list is a named group of contacts you choose by hand: "Webinar attendees", "Q4 enterprise targets", "Trial sign-ups". A contact can be in as many lists as you like.

Create a list and add people

  1. On the Lists page, click New list and name it.
  2. Add people in any of these ways:
    • Pick contacts by name or email.
    • Add every person at a company: pick companies, and all their contacts join.
    • Paste email addresses: one per line; addresses that aren't contacts yet are created as contacts first.
    • From the Companies or Contacts pages, tick rows and choose Add to list.

A list page shows its people with their stage and engagement, and lets you remove anyone.

Using a list

  • Campaigns and sequences take lists as their audience: People → Lists. Someone in two chosen lists is only emailed once.
  • Automations can add to or remove from a list as a step, and a branch can check whether someone is in one.
  • The contact list filters by list.

Deleting a list

Deleting a list never deletes the contacts, only the grouping.

Contacts

The people you email, one per address, with a stage, a company and their whole history.

Custom fields

Your own fields on contacts (plan, seats, renewal date, anything), usable in emails and automations.

On this page

Create a list and add peopleUsing a listDeleting a listRelated