Create a public list in your address book
We already talked about the address book and its many possibilities.
(Click on the following link to go to this separate article for more details: “Filters & actions").
We also talked about the overview of your lists.
(Click on the following link to go to this separate article for more details: “Filters & actions").
Lists contain all contacts that match specific criteria. These lists will give you access with one click to the most up-to-date list of contacts matching predefined criteria, and/or allow you to limit the invitees to a target group for a specific event – this way no other invitees can be added. In this article, we will talk about saving a new public list or updating a public list.
You will see that the public and private lists will be visible on top of the page. Clicking a specific list will activate the filters and in the "contacts" section, you will see your list of contacts matching the criteria of the list you have selected. Below is an example:
If you have uploaded or added several contacts that match those criteria, select the list and click on "Update list". Then this list will be updated as you can see below:
If you want to see all your contacts again, you can click on "clear" to deselect the list:
To create a new list, you define your filters/criteria and click on "Save as new list":
You will then see the following screen:
- Name: here you can give your list a name.
- Owner: here you can define the owner of the list.
- List folder: here you can define if this list is a public list or a private list. For this list, we pick "Public lists".
Click on "Save" and your list will be created.
Tips:
- Clicking on the icons next to the name of a contact, for example, the delete button, will make that contact disappear entirely from the address book. That is because the general rules of the address book apply here when editing or performing a specific action for a contact. Only update your list or add new criteria to adjust your selected list.
- You can add invitees to the invitation list of an event by selecting a specific list, public or private list, while adding invitees from the address book.
(Click on the following link to go to this separate article for more details: “Add invitees (Address book)"). - You can easily restrict the target group for a specific event. When you are creating an event, you can decide to limit the target audience to a specific target group. This can only be done with public lists.
(Click on the following link to go to this separate article for more details: “Event data & information").
This implies that only contacts matching these specific list criteria can be added to the invitation list for that specific event. This can prove very useful if you for example want to make sure that your sales department can only invite their Tier A customers. In addition to this, imports via Excel or manual additions to the invitee list will no longer be possible for users who do not have this specific user right.
(Click on the following link to go to this separate article for more details: “Create a new user right profile").