Create Contact Groups (Group Lists)
Create reusable contact lists, manage members and understand which list changes save immediately.
Contact Lists in Group Messages organize contacts into reusable groups. A contact can be reviewed through its profile's Group Lists tab or through the list's member-management screens.
Create a list
- Confirm the selected business/location, then open Conversations → Group Messages.
- Select Contact Lists and click New Contact List.
- Enter the required list name and an optional description. Choose a name that explains the intended audience.
- Click Create list. After creation, open the list to add contacts manually or from a prepared file.
Add existing contacts
- Open the list's edit screen and click Add Contacts.
- Use Search contacts to locate the intended people. Compare their numbers if names are similar.
- Tick the contact's In List checkbox to add them. Untick it to remove them.
- Check the resulting selection and return to the list to verify its members.
These checkboxes save immediately. The Add Contacts screen explicitly states that ticking adds, unticking removes, and changes are saved instantly. Do not wait for a separate Save button on this screen.
Maintain the list and its members
- List Name and Description: edit these fields on the list's edit screen and click Save changes.
- Add members from file: the edit screen accepts an optional CSV, XLS or XLSX file, one file up to 10 MB. Download its template, prepare the members, review the file and use Save changes. Verify the resulting membership afterward.
- New Contact: use this member-area action when the person is not yet in the address book. Check that the new record also appears in the intended list after finishing.
- Search members and Rows: use these to find people in the current list; the Rows selector offers 10, 25, 50 and 100.
- Remove from list: removes membership in this list. This is different from deleting the person's main Contacts record.
Review lists from a contact profile
Open Contacts → Edit → Group Lists, or use the contact row's More → Group lists action. Review the available list checkboxes. After changing membership, reopen the relevant list and confirm the person is included or excluded as intended. The main contact-information Save button is separate from list-member management.
Contact profile tabs and History filters: All, Calls, Messages and Missed.
Before using a list for messages
Review the audience and the message before sending. Being in a list is not the same as giving permission to receive messages, and it does not establish that a person is eligible to receive every campaign. Check your messaging workflow and opted-out records separately.
If a person is missing, check the location, clear the member search and compare their complete number. If the contact exists in the address book but not in the list, use Add Contacts to review the In List checkbox. Do not repeatedly import the same file to resolve a membership issue.