Use lists for one-time outreach

Lists are useful for one-time or manually curated groups, while Audiences are better for rules that should update over time.

Create the list

1. Choose a clear list name tied to the purpose.
2. Add contacts manually or from an import.
3. Check for duplicates and contacts who should not be included.

Use the list

1. Attach the list to a campaign, newsletter, or team follow-up task.
2. Review the message from the list member perspective.
3. Track responses and move engaged customers into a longer-term Audience if needed.

Clean up afterward

1. Archive outdated one-time lists.
2. Document why the list was created if it may be reused.
3. Avoid sending to old event lists without checking relevance.

Good to know

• Use lists for fixed membership.
• Use Audiences for dynamic rules.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.