Lists

This page goes over how to create lists and how lists can be used for effective marketing

Why they're useful:

• Customer control: Public lists let customers subscribe/unsubscribe themselves

• Preference management: Perfect for organizing contacts by interests or characteristics

• Targeted campaigns: Send relevant messages to specific segments instead of everyone

• Better engagement: More targeted = higher open rates and conversions

How to Create a List

In order to create new lists:

1. Navigate to Tags:

2. Hit the "Create" button in the top right hand corner

1. Click "Create a List".

1. Give the list a name and description:

   1. Select whether you want a "Public" or a "Private" list

   2. Toggle whether to import ALL current contacts to this list or not

   3. Click Create!

1. Created lists can be found in the Audience tab

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How to use a List in Cymbal:

Lists are powerful tools for organizing and targeting your audience effectively. How to use lists:

• Add contacts during CSV uploads and choose whether to make them public or private

• Use them in our targeting modal to send campaigns to specific groups

• Combine with other filters using AND/OR logic for precise targeting

• Access through our API using the list_id (found in your Audience tab URL)

Example: Using a List in a Form

1. Navigate to Pages & Forms

1. Click into an existing form or create a new form

2. Once in the form select the form editor

1. Once the editor is open select "Lists" from the option bar

1. Select which "List" you'd like to sort new contacts who fill the form out into

1. All submissions from the form will be subscribed to your list. You can now use this list for more targeted marketing campaigns.