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How to create a contact list in the CDXP panel?
How to create a contact list in the CDXP panel?
Written by Martyna Woźniszczuk
Updated over a week ago

A list is a group of contacts who have agreed to receive messages from you. They are also the primary way to group contacts based on interest or message type (newsletter, announcements, alerts).

In the CDXP QuarticOn system, users can subscribe to or unsubscribe from a given list. Subscribing to a given subscription list means expressing the user's consent to marketing communications regarding the given list. To be able to send marketing emails, the user must be subscribed to a predefined list. The system may collect the data of users who have not subscribed to any list (e.g. filled out the registration form for the store, but did not agree to the newsletter), however, then marketing communication to them is not possible. The system allows you to direct such people to automation, but you should be especially careful in this regard – to learn more, go to this article.

After creating a list in the CDXP panel, you can start adding contacts to it.

To create a list:

1. Go to the Contacts tab and then click Lists.

2. Click Add a list in the upper right corner.

3. In the window, fill in the following fields:

  • List name – create a short, but understandable for you and your co-workers name for the list;

  • URL List – add your company's website to this field. This is required for compliance purposes;

  • List Description – use this field to remind your contacts why they are on your list and why you are sending them emails. This is useful because your contacts have probably subscribed to many different newsletters and may not remember signing up for yours. A gentle reminder can help increase engagement with your campaigns. These reminders are not automatically added to your campaigns.

Click Add.

What's next?

Once you've created your list, you can start adding contacts to it. This can be done via CSV import, manual addition, subscription forms and more.

Read How to add contacts to contact lists in the CDXP panel? to take a closer look at this topic.

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