Lists allow you to create an audience for emails from a file that is imported into ROI. Lists differ from segments in that they are static and require importing to the list or removing Contacts from the list to change the Contacts in that List. Segments are dynamic (they exist in real time) and have criteria entered to capture specific Contacts based on your data. Lists are commonly used in ROI when you simply want to import a list into ROI and send everyone from that list an email. For more information on segments, please refer to our article that covers the usage of segments in ROI. **Please note, the list function is a recently added enhancement and might not be turned on in your account yet. To have this feature enabled, please contact email@example.com.**
This article covers the overall functionality of Lists and how they work in ROI, as well as the specific buttons and how they work.
Create and Import to a List
Please refer to our article on how to Create a List and Add Contacts. This article covers how to import a new file to a List as well as how to add a contact already in ROI into a created List.
Segment Based on a List
Segments can still be created based on a List in ROI. For example, if you import a List into ROI and then want to see who from that list lives in Indiana, you can create a segment to find those Contacts.
1. Create a New Segment under Data Tab>Segments
2. Add the ListsContacts Table to the Contacts Table.
3. Set the join to be ListsContacts-ContactID joined to Contacts-ID
4. To pull data from a list in ROI, you will use the ListContacts Table- ListID field- equal to the ID of the list you are interested in. Find the ListID by viewing your list and pulling the ListID from the URL.
5. This first line of criteria will pull all of the contacts in your list into the segment. Now, you can add additional criteria to segment from this list however you would like.
- Segments can also use lists as an inclusion/exclusion. A use case of utilizing a list in an inclusion is if you have a list of employees that receive all email communications you send out. This list can be used as an inclusion on all segments. A use case of utilizing a list in an exclusion would be a list of competitors to use as an exclusion on a segment.
Remove a Contact from a List
- Contacts can be removed from a list individually. If you have a large change in your list where multiple contacts need to be removed, it is recommended you do this on a separate file and then re-import into ROI in a new List.
- There are two different ways to remove a contact from a list. The first is through their contact record:
1. To delete a Contact from a List, you can search for their name in the upper-right search box. Once you select the Contact you would like to remove, their Contact record will appear in a pop-up.
2. Select Lists from the Contact pop-up.3. Select to Remove From List. From this window you can also choose to add the Contact to a different List.
- The second option is to remove them directly from the list:
- In the "View" screen on Lists, scroll all the way to the right, and click the drop-down menu to select to remove the contact from the list.
- From the main List page under Data Tab>Lists, each List has a drop down menu next to it with various actions you can take
- View: view the Contacts that are in the List
- Add Single Contact: add a Contact in ROI to the List
- Import Multiple Contact: import multiple Contacts to the List
- Export: export out the list data in the List as a .csv file to an email address
- Delete: delete the List
If you have additional questions about Lists, please contact firstname.lastname@example.org