Lists View

Lists View is the default contact organization mode in TextFlow. Lists are groups of contacts used for targeting campaigns and organizing your audience.

What are Lists?

Lists are named collections of contacts. A contact can belong to multiple lists, making lists ideal for campaign targeting and audience segmentation.

Examples of Lists:

• VIP Customers
• Newsletter Subscribers
• Prospects
• Toronto Customers
• High-Value Clients

Switching to Lists View

If you’re currently in Tags View, switch to Lists View by clicking the List Mode toggle in the top-right of the Contacts page.

Lists Sidebar

The left sidebar shows all your contact lists:

Element	Description
Search bar	Filter lists by name
All Contacts	View all contacts across all lists (4 contacts in this example)
Custom Lists	Your created lists with contact counts
List Actions	Import, Edit, Delete buttons for each list

List Examples

In the screenshot above, you can see several lists:

• fendi (2 contacts)
• prospect (2 contacts)
• vip (1 contact)

Creating a New List

1. Click the + button in the sidebar
2. Enter:
   • List Name (e.g., “Summer Sale Prospects”)
   • Description (optional, helps team understand purpose)
3. Click Create List

The new list appears in the sidebar with 0 contacts.

Viewing a List

Click on any list name in the sidebar to view its contacts:

The main panel shows:

• List name and description
• Contact count
• Action buttons (Import, Export, Add Contact)
• Contact table with all list members

Contact Table Columns

Column	Description
Name	First and last name
Phone Number	Primary phone number (SMS-enabled)
Email	Email address (optional)
Business	Company name (optional custom field)
Lists	Which lists this contact belongs to
Last Contacted	Date of last message sent/received
Opted Out	Whether contact has unsubscribed
Created	Date contact was added to TextFlow
Actions	Edit or Delete buttons

Adding Contacts to a List

Method 1: Add Individual Contact

1. Click Add Contact button
2. Fill in the form:
   • First Name (required)
   • Last Name (required)
   • Phone Number (required, format: +1XXXXXXXXXX)
   • Email (optional)
   • Custom Fields (optional)
3. Select Lists to add contact to
4. Click Save Contact

Method 2: Import CSV

1. Select a list from the sidebar
2. Click Import contacts to this list
3. Upload CSV file
4. Map columns to TextFlow fields
5. Review and confirm import

See Importing Contacts for detailed CSV import instructions.

Method 3: Bulk Add

1. Open All Contacts
2. Select multiple contacts using checkboxes
3. Click Actions → Add to List
4. Choose destination list
5. Click Confirm

Editing a List

1. Hover over a list in the sidebar
2. Click the Edit icon
3. Modify name or description
4. Click Save

Deleting a List

1. Hover over a list in the sidebar
2. Click the Delete icon
3. Confirm deletion

Contacts Not Deleted

Deleting a list only removes the list itself. Contacts remain in TextFlow and other lists they belong to.

Removing Contacts from a List

Method 1: Delete from List View

1. Select the list
2. Find the contact
3. Click Delete icon
4. Contact is removed from this list only (stays in other lists)

Method 2: Bulk Remove

1. Select multiple contacts using checkboxes
2. Click Actions → Remove from List
3. Confirm removal

Using Lists in Campaigns

When creating a campaign:

1. Go to Campaigns → New Campaign
2. In the Recipients section, select one or more lists
3. Campaign will be sent to all contacts in the selected lists

Example: Select both “VIP Customers” and “Toronto Customers” lists to send a campaign to all VIPs and all Toronto customers.

List Best Practices

1. ✅ Use descriptive names - “Q4 2024 Prospects” is better than “List 3”
2. ✅ Add descriptions - Helps team understand list purpose
3. ✅ Keep lists focused - One clear purpose per list
4. ✅ Review regularly - Remove outdated or inactive contacts
5. ✅ Combine for campaigns - Use multiple lists to target specific audiences

Lists vs. Tags

Wondering when to use Lists vs. Tags?

Feature	Lists	Tags
Organization	Fixed groups	Flexible labels
Contact Limit	No limit per list	Multiple tags per contact
Campaign Use	Direct selection	Filter-based selection
Best For	Campaign targeting	Detailed segmentation
Examples	”Newsletter”, “VIP"	"toronto”, “interested-in-sale”, “high-value”

Want more flexibility? Try Tags View.

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Lists are the simplest way to organize contacts for targeted campaigns. Start with lists and switch to tags when you need more advanced segmentation.