With zkipster Audience, you can easily build lists using your contact database. The lists can be shared with other users from your account for internal collaboration or visibility. Once they are ready, your lists can be imported as a guest list to your zkipster Events account, ensuring a smooth guest list building process that can be managed on the same place from start to finish.
Learn more: How to Add Contacts from Audience as Guests in Events
How to Create a List
You can create and manage up to 100 lists in multiple ways to better organize your contacts and streamline your event workflows. This article provides step-by-step instructions for creating, editing, and managing contact lists across zkipster.
Go to the Lists section via the left-hand menu.
Click the ‘Create List’ button (top-right corner).
In the pop-up window, name your list.
Click ‘Create List’.
An empty list will be created and visible in the Lists section.
Creating a List From the "Contacts" or "Segments" Sections
Alternatively, you can also create a list directly from the 'Contacts' or from a 'Segment'.
Open the Contacts masterlist or a specific Segment.
Select the contacts you want to assign to a list using the checkbox next to the contact name.
Pro Tip: You can Shift + Click to select every Contact within a range.
Click the ‘Actions’ dropdown and select ‘Add to List’.
In the pop-up window, use the dropdown field to type your new list's name'
Click on ‘Create List’.
Click ‘Add to List’ to add the selected contacts to your newly created list.
Your new list will appear under the Lists section from the left-hand menu.
Adding and Removing Contacts From a List
There are two ways to add a contact to a list:
Add Contacts to a List via List Builder
Navigate to the Lists section and open the list where you want to add contacts to.
Click the ‘Y’ icon at the top-right to open the List Builder.
The list you opened appears on the left, while your Contacts master list appears on the right.
If you would like to select guests from a different list or segment, use the dropdown on the top right to change it.
Use filters or search to find contacts on the right-hand list.
Select the contacts you want to add to the list by ticking the checkbox on the side of their names.
Add the selected contacts to the left-hand list by:
Clicking ‘Add to List +’, or
Drag-and-dropping them from right to left.
Add Contacts to a List via "Contacts" or "Segments" Screen
Go to the Contacts or Segments section.
Select the contacts you want to add.
Click ‘Actions’ > ‘Add to List’.
Choose a list from the dropdown or create a new one.
Click ‘Add to List’.
Remove Contacts from a List
If you want to remove a contact from one or multiple lists, you can follow the steps below:
Option 1: From a Single List
Open the list.
Check the box next to the contact(s).
Click ‘Actions’ > ‘Remove from List’.
Option 2: Using Split View
Open Split View via the ‘Y’ icon when inside the list.
On the left list, select contacts to remove.
Click ‘Remove From List’.
Please note: removing a contact from a list and deleting a contact from within a list are two distinct actions. Removing a contact from a list only takes it off that specific list—it will still remain in other lists it belongs to, such as the Master List. Deleting a contact, however, removes it entirely from all lists—the contact will be moved to the ‘Recently Deleted’ section, where it will await permanent deletion.
Managing a List in Audience
You can manage your lists, i.e. update, delete, edit their status, merge two or more of them, or mark them as favourites, from the Lists dashboard, accessible via the left-hand menu.
On your Lists Manager, you can start by using the search tool to find a specific list. This is especially helpful when you have many lists. It is also possible to reorder the lists by clicking the column header you want to sort by.
To mark one or more lists as favourites, remove them from favourites, edit their status, merge two or more or delete them in bulk, start by selecting the segments you want. You can either check the box at the top of the column to select all segments in the list, or check individual boxes for specific segments or a selection of those. Then, choose the desired action from the dropdown menu.
Please note: Marking a list as a favourite places it at the top of the ‘List’ section in the left-hand menu for quick access.
Provide Users with Access to your List
To share access to a list and assign roles, edit its name and/or status, or delete it individually, go to the far right end of the row and click one of the three action icons shown below.
To mark a list as a favourite, click the star icon next to its checkbox.
When assigning roles, there are two options available for team members collaborating on building and editing a specific list. You can assign one of the following roles:
Editor: An editor has full access and authority to make changes to the list.
Viewer: A viewer can see the list but cannot make changes to it. Even when using Split View (see below for how to access it), the viewer cannot modify the specific list itself, although they can make changes to your master contact list, which is accessible by clicking the 'Contacts' section in the left-hand side menu.
It is also possible to select multiple lists and share them in bulk. See here how.
Please note: when two or more lists are merged, the original Lists are deleted.
Understanding List Statuses
You can assign a status to a list to help you track which editing stage it's in. For instructions on creating a list, please refer to the ‘Managing a List’ section above.
‘In Progress’: This is the default status assigned to a newly created list. It remains until you decide it's time to revise the list and change its status to ‘Needs Review’.
‘Needs Review’: Use this status to indicate that a list requires your attention for review and possible updates.
‘Approved’: This status signals that the list has been reviewed and finalised.
Please note: A list set to ‘Approved’ cannot have contacts added or removed.