Manage List Members

Keep your segments fresh and targeted. Add and remove contacts as your strategy evolves.

View list members

1. Navigate to Lists in the sidebar
2. Click on a list to open it
3. You’ll see all contacts currently in the list

Add contacts to a list

There are several ways to add contacts:

During import

When importing contacts from CSV/XLSX, select a list in the import options. All imported contacts are added automatically.

From the contacts page

1. Go to Contacts
2. Select one or more contacts using checkboxes
3. Click Add to List
4. Choose the target list

From the list page

1. Open a list
2. Click Add Members
3. Search for contacts and add them

Remove contacts from a list

1. Open the list
2. Select the contacts you want to remove
3. Click Remove from List

Removing a contact from a list does not delete the contact from your workspace. They remain in your contacts and can be added to other lists.

Refresh member count

List member counts are cached for performance. If you’ve recently made changes and the count looks off, click Refresh Count to update it.

Bulk operations

From the lists page, you can:

• Search lists — Find lists by name
• Delete lists — Remove lists you no longer need (contacts are not deleted)
• View counts — See how many contacts are in each list at a glance

Tips

• Keep lists focused — A 500-person list of qualified leads performs better than a 5,000-person list of everyone
• Update lists before campaigns — Remove contacts who are no longer relevant before launching
• One contact, multiple lists — It’s fine for contacts to be on several lists. WorkOnward Reach’s exclusion settings prevent double-emailing in overlapping campaigns.

Next step: Use lists in campaigns