In ARTERNAL, there are two types of contact lists you can create: Static Lists and Live Lists. Follow the steps below to create either type, depending on your needs.
Creating a Static List
A Static List is a manual list of contacts that doesn't update automatically. Here's how to create one:
Navigate to Contacts:
In the left navigation bar, select Contacts, then click Create Static List at the bottom-left corner.
Name Your List:
Enter a name for your list, choose whether it should be public or private, and click SAVE. You can now start adding contacts to the list.
Alternatively, you can create a new static list while adding contacts:
Select Contacts:
Choose the contacts you want to add, then click the Add to List button in the selection cart.
Create a New Static List:
When prompted, select Add Contacts to New Static List.
Name Your List:
Enter a name for your list, set permissions, and click SAVE.
Creating a Live List
A Live List automatically updates based on filters you set. For example, if you want to create a list of contacts tagged "collector" located in New York, a Live List will do this automatically.
Open the Filter Dropdown:
In the Contacts section, open the filter dropdown.
Choose Filters:
Select the filters that match the criteria you want, then click Save as Live List.
Name Your List:
Enter a name for your list, set permissions, and click SAVE.
Once created, the list will automatically update whenever new contacts meet the filter criteria, such as a newly added contact tagged "collector" in New York.
Frequently Asked Questions (FAQ):
Q: What is the difference between a Static List and a Live List?
A: A Static List is manually created and doesn't update automatically, while a Live List updates automatically based on the filters you set.
Q: How do I create a Static List while adding contacts?
A: Select the contacts, click Add to List, and choose Add Contacts to New Static List. Then enter a name for the list and save it.
Q: How does a Live List work?
A: A Live List updates in real-time based on the filters you set. Whenever a new contact meets the criteria, they are automatically added to the list.
Q: Can I set permissions on contact lists?
A: Yes, you can choose whether the list is public or private when creating either a Static or Live List.