How to create a List?

Let's take a look at how to build Lists in Zixflow.

To start building Lists, click on the "+" option next to Lists in the sidebar. Next, you have to choose whether you want to create a list from a template or from scratch. 

Build from template

If you picked templates, simply choose a template and click on the Create button to create a List with predefined attributes and views.

Build from scratch

However, if you select Create from scratch, you have to name your list, add an icon, and pick a parent Collection from where you want to pull the data from. Once done, click on the Create button.

Create Lists through object settings

Another way to build a List is via the object settings, which you can access from any existing List. Go to a List, click on the three-dots button at the upper-right corner, and select the Manage attributes option under List settings.

On the next screen, you'll see all the Lists present in the workspace. Here, click on the Create List button and choose either from a template or scratch.

From here, follow the steps mentioned above to create a new List, which will appear under the Lists label in the sidebar.

How to add contacts to a list

After creating a list, you have to add contacts to it. To do this, click the "+Add" button and fill in the required details on the next pop-up screen. Once you're done, click the Save button.

You can also use the Import option to add contacts in bulk to your lists. Start by clicking the Import/Export button and select the Import option from the drop-down menu.

After that, the system will ask you to upload a .xlsx, .xls, or .csv file with the data you want to import. Next, you can edit the Headers and modify the column names. Once you are finished, verify your data and click the Import button.

One more way to add contacts to the list is by going to a Collection and selecting the contacts using the checkboxes next to their names. After that, click the "Add to list" option and choose a list you want to add these contacts to.

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