Viewing a contact's list memberships

The Lists view within a contact's Insights tab gives you a single view of every list a Contact currently belongs to — and lets you manage their fixed list membership directly from the profile.

Where to find it

1. Open a People profile.
2. Select the Insights tab.
3. Under Select your feature to view its insights, choose Lists (the other options are Emails and Events).

The List associations section opens, with the helper text "View all lists this contact currently belongs to, including both live and fixed lists. You can add or remove them from fixed lists directly."

What you can do

• View every list the contact currently belongs to, live and fixed.
• Filter the table by list name.
• Add the contact to a fixed list.
• Remove the contact from a fixed list.

Live lists are driven by criteria, so they cannot be edited from this view — their membership changes only when the contact's data starts or stops matching the list's conditions. For more on the difference, see Live lists vs fixed lists (and converting) (Document ID: 215).

The List associations table

The table shows one row per list, with two columns:

• Name — the list's name.
• Type — Live or Fixed.

Fixed lists also show a Remove from list button on their row.

Filter the lists a contact is in

1. Click into the Filter table by list name field above the table.
2. Type part of a list name.
3. The table narrows to the matching lists.

Add a contact to a fixed list

1. Click into the Search for fixed list to add the record field above the table.
2. Type to search, then select the fixed list.
3. Click Add. The list appears in the table.

Only fixed lists are offered here, because live lists can't be edited by hand.

Remove a contact from a fixed list

1. Find the fixed list in the table.
2. Click Remove from list on its row.

The Remove from list button appears only on fixed lists.

How it fits with the rest of the List Builder

• Adding or removing someone here changes the fixed list itself, so the change carries through to anything that uses the list from now on — for example a campaign that hasn't been sent yet, or a report. Campaigns already sent are not affected.
• To add or remove many contacts at once, build a list in the List Builder and use Add to existing list or Exclude from existing list on the Actions stage — see List actions in List Builder (Document ID: 221).

FAQs

Where do I find list associations for a contact?

Open the person profile, go to Insights, then choose Lists.

What lists are shown in this view?

All lists the contact currently belongs to, including both live and fixed lists.

Can I remove a contact from any list?

Only from fixed lists. Live lists cannot be changed by hand.

Why can't I remove someone from a live list?

Live lists are generated by criteria and update automatically, so membership cannot be edited by hand. Change the list's conditions, or the contact's data, instead.

Can I add a contact to a list from their profile?

Yes — to a fixed list, using the Search for fixed list to add the record field and Add.