Add & remove contacts from lists – eTXT

Keeping your contact lists up to date is essential for sending the right messages to the right people. This article shows you how to quickly add new contacts to a list or remove contacts that no longer belong, so you can manage your lists with ease.

Add contacts to lists

Note: Follow these instructions to create a contact list prior to attempting to add contacts to one.

Add existing individual contacts

You can add existing contacts to your lists either from the main contact directory or directly while viewing a specific list.

Option 1: From All Contacts

Navigate to Contacts > All Contacts and locate the contact(s) you wish to add to your list.
Select the checkbox next to each contact's name.
Click Manage lists.
Select the lists you wish to add the contacts to and click Save.

Option 2: From within a list

If you are already working inside a list and want to add someone who may already exist in your system:

Navigate to Contacts > Lists and open the required list.
Select the option to add a contact.
Enter the contact's details.
Click Save to confirm adding the contact to your list.

Existing contact detection: If you enter details for a contact that is already registered in your account, the system will prompt you with an Open existing contact option. Clicking this opens their existing record with your current list pre-filled in the Lists field, preventing duplicate entries.

Add new individual contacts

You can add a new contact directly into a list by navigating to Contacts > Lists > Add Contact.

Simply fill out all all of the relevant fields with the contact's information and click Add.

Bulk add contacts to lists from a file

There are a few different ways you can add contacts to your lists in bulk.

You can use the Import Contacts function to add multiple contacts to a list at once by uploading a prepopulated .csv or .xls file.
Follow the steps for adding Existing contacts to manually select individual contacts.

Remove contacts from lists

Remove the list from the contact's profile

Navigate to Contacts > All Contacts.
Locate the contact you wish to remove from the list.
Click anywhere on the contact and then in the contact record panel click Edit.
Scroll down to the Lists field and then click on the name of the list you want the contact removed from, then click Save.

Remove contacts directly from the list

Navigate to Contacts > Lists.
Click anywhere on the list to open it.
Use the search bar to locate the contacts you wish to remove and then click the checkbox next to their name.
Click Manage lists.
Select the lists you wish to remove the contacts from and click Save.