Add or Remove a Contact(s) from a List

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How to Manually Add or Remove a Contact(s) from a List

Adding or removing contacts from lists in ActiveCampaign is an essential feature that helps you manage your audience effectively. By organizing contacts into different lists, you can tailor your communication and marketing strategies to better meet their needs and preferences. This article provides a comprehensive guide on how to manually add or remove individual contacts as well as groups of contacts from lists within ActiveCampaign.

How to Access This Feature

To access the feature of adding or removing contacts from a list, follow these steps: 1. Log in to your ActiveCampaign account. 2. Navigate to the Contacts section by clicking on the corresponding link in the left menu.

Once in the Contacts section, you can begin managing your contact lists through various tools provided in the platform.

Step-by-Step Instructions

How to Manually Subscribe a Single Contact to a List

1. Click on Contacts on the left menu to reach the Contact Overview page. 2. In the search field, enter the name or email address of the contact you wish to add to a list. 3. Click on the contact's name or email address to open their contact record. 4. Scroll down to the Lists section in the info box. To subscribe the contact to a new list, click the Add button. 5. A modal window will appear, displaying lists that the contact is not currently associated with. Click the desired list to which you want to subscribe the contact and then click OK.

The contact is now successfully subscribed to the selected list.

How to Manually Unsubscribe a Single Contact from a List

1. Click on Contacts on the left menu to access the Contact Overview page. 2. Use the search field to find the contact you want to unsubscribe from a list. 3. Click on the contact's name or email address to open their contact record. 4. Scroll down to the Lists section in the info box. Locate the list from which you want to unsubscribe the contact and click on it. 5. A modal window will pop up. Use the Status dropdown menu to select Unsubscribed.

The contact is now unsubscribed from the selected list and will no longer receive campaigns sent to that list.

How to Manually Subscribe a Group of Contacts to a List

1. Click on Contacts in the left menu. 2. Click in the search field and select Advanced Search. 3. In the segment builder, use the dropdown menus to specify the criteria for your search and click on Search. 4. A list of contacts matching your search criteria will be displayed. Click on the Edit All button. 5. In the bulk editor, select the option to Add to a list. A dropdown will display available lists; choose the one you want to add contacts to and then click on Add. 6. Click the Apply button. 7. A confirmation window will appear. Click the Apply changes button to confirm your bulk edit.

Note: Changes made during this process cannot be canceled or undone.

How to Manually Unsubscribe a Group of Contacts from a List

1. Click on Contacts in the left menu. 2. Click the search field and select Advanced Search. 3. The floating segment builder will show. Define your search criteria using the dropdowns and click Search. 4. A list of contacts matching your criteria will appear. Click on the Edit All button. 5. In the bulk editor, select Unsubscribe from a list. Choose the appropriate list from the dropdown and then click on Remove. 6. Click the Apply button. 7. A confirmation window will display; click on the Apply changes button to proceed.

Remember, it is not possible to outright remove a contact's association from a list; contacts can only have one of the following statuses: unsubscribed, unconfirmed, subscribed, or bounced.

Configuration Options and Settings

While managing contacts in ActiveCampaign, a few important options are at your disposal: - Add button: Used to add individual contacts to a list. - Edit All button: Allows you to manage multiple contacts at once. - Unsubscribe from a list and Add to a list: Options available in the bulk editor to manage contacts in bulk. - Status dropdown: Used to set the status of a contact when unsubscribing.

These options facilitate streamlined management of contacts, ensuring efficient handling of multiple communications.

Best Practices and Tips

- Regularly review your lists to ensure that contacts are appropriately classified and engaged. - Use advanced search criteria effectively to target specific segments of your audience when adding or removing contacts. - Always confirm changes, especially during bulk edits, as these actions cannot be reversed. - Maintain clean lists by unsubscribing contacts who no longer wish to receive communications, thereby improving your overall email deliverability and engagement rates.

Troubleshooting

If you encounter issues while trying to add or remove contacts from a list, consider the following: - Ensure you have the appropriate permissions to edit contact lists. - Check if the contact you’re trying to modify is already in the intended list. - Verify that you are using the correct steps as outlined above. - If errors persist, consult the Contact Bulk Edit status page available in your ActiveCampaign account for further information.

Related Features

- For further information on bulk editing contacts, check out the relevant documentation about the Contact Bulk Edit feature. - If you need guidance on importing contacts, see the article on importing contacts from a .csv file.

FAQ

1. Can I remove a contact from a list?

No, you cannot explicitly remove a contact; you can only change their status to unsubscribed.

2. Is there a limit to how many contacts I can add/remove at once?

No, but be cautious with bulk edits, as these changes cannot be undone.

3. What happens when I unsubscribe a contact from a list?

The contact will no longer receive campaigns intended for that list.

4. Can I add a contact who is already subscribed to another list?

Yes, you can add a contact to multiple lists as needed.

5. How do I know if a bulk edit has succeeded?

You can check the status of bulk edits on the Contact Bulk Edit status page in your account.

6. Do I have the ability to manually edit contact lists?

Yes, as long as you have the necessary permissions in your ActiveCampaign account.

7. Are there any charges for adding contacts to lists?

Adding contacts to lists is included in various ActiveCampaign plans (Starter, Plus, Pro, Enterprise).

For comprehensive details about managing your contacts and lists, refer to ActiveCampaign’s help documentation. ```