Open Lists from the left-hand menu to reach the Lists landing page. From here you can find, open and manage every list in your account.
The Lists table columns
The table shows your lists with the following columns:
- List name — the name you gave the list.
- Total — the number of records currently matching the list.
- Type — whether the list is Live or Fixed.
- Created by — the user who created the list.
- Created on — the date the list was created.
- Updated by — the user who last updated the list.
- Updated on — the date the list was last updated.
- Preparing — shown while a list is still being prepared, for example a large list whose results are still being calculated.
Searching, filtering and arranging
A toolbar above the table gives you several controls:
- Search — find a specific list by name. Type any part of the list name to filter the table down to matching lists.
- Filter (Filter columns) — narrow the table by filtering on its columns.
- Pin icon (Pin column) — pin table columns so they stay in view as you scroll sideways. This pins columns, not lists — to pin a list, use the pin icon on its row (see Pin below).
- Hide column (eye) icon — choose which columns appear in the table.
- All lists / Folders — switch between a flat view of every list and a view grouped into folders. See Creating and managing list folders (Document ID: 410).
- Circle selector — the dropdown (for example Global) controls which circle's lists you are viewing.
At the right of the table header are Refresh data and Toggle Full Screen.
Creating lists and folders
Click Create list at the top right to start a new list. The dropdown beside it also offers Create folder so you can group related lists.
Pin
Click the Pin icon on a list's row (beside its three-dot menu) to push it to the top of the page for quick access. Pinning is the fastest way to keep frequently used lists within reach without searching for them each time.
The three-dot menu
Each list has a three-dot menu with quick actions:
- View — open the list to review its conditions and results.
- Clone — create a duplicate of the list, copying its criteria and setup. Use this as a starting point for a similar list rather than rebuilding from scratch.
- Pin list — pin the list to the top of the page.
- Move list — move the list into a folder. See Creating and managing list folders (Document ID: 410).
- Convert — turn a live list into a fixed list. This cannot be undone and removes the list's conditions. See Live lists vs fixed lists (and converting) (Document ID: 215).
- Set as base list — set a live list as the base (default) list whose criteria are applied to every new list. See Setting a base (default) list (Document ID: 376).
- Delete — permanently remove the list.
Tips
- Use Clone when you need a variation of an existing segment — it preserves all the rules and criteria so you only adjust what is different.
- To lock in the current members of a live list before a campaign without losing the live list, use Save as fixed list on the list's Actions stage rather than Convert.
- Use Move list and Folders to keep related lists organised.
- Pinned lists stay at the top regardless of how the rest of the table is sorted.