[{"data":1,"prerenderedAt":343},["ShallowReactive",2],{"docs-navigation-en":3,"\u002Fdocs\u002Fgetting-started\u002Fcontact-lists-en":43,"\u002Fdocs\u002Fgetting-started\u002Fcontact-lists-surround-en":338},[4],{"title":5,"path":6,"stem":7,"children":8,"icon":42},"Getting Started","\u002Fdocs\u002Fgetting-started","docs\u002F1.getting-started\u002F1.index",[9,12,17,22,27,32,37],{"title":10,"path":6,"stem":7,"icon":11},"Introduction","ph:house",{"title":13,"path":14,"stem":15,"icon":16},"Contacts","\u002Fdocs\u002Fgetting-started\u002Fcontacts","docs\u002F1.getting-started\u002F2.contacts","ph:users",{"title":18,"path":19,"stem":20,"icon":21},"Pipelines","\u002Fdocs\u002Fgetting-started\u002Fpipelines","docs\u002F1.getting-started\u002F3.pipelines","ph:kanban",{"title":23,"path":24,"stem":25,"icon":26},"Automations","\u002Fdocs\u002Fgetting-started\u002Fautomations","docs\u002F1.getting-started\u002F4.automations","ph:lightning",{"title":28,"path":29,"stem":30,"icon":31},"Custom Fields","\u002Fdocs\u002Fgetting-started\u002Fcustom-fields","docs\u002F1.getting-started\u002F5.custom-fields","ph:textbox",{"title":33,"path":34,"stem":35,"icon":36},"Contact Lists","\u002Fdocs\u002Fgetting-started\u002Fcontact-lists","docs\u002F1.getting-started\u002F6.contact-lists","ph:list-magnifying-glass",{"title":38,"path":39,"stem":40,"icon":41},"Import Contacts from CSV","\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv","docs\u002F1.getting-started\u002F7.import-contacts-csv","ph:upload-simple","i-lucide-rocket",{"id":44,"title":33,"body":45,"dateModified":329,"datePublished":329,"description":330,"extension":331,"links":329,"meta":332,"navigation":333,"path":34,"seo":334,"stem":35,"__hash__":337},"docs_en\u002Fdocs\u002F1.getting-started\u002F6.contact-lists.md",{"type":46,"value":47,"toc":314},"minimark",[48,52,57,84,96,100,105,108,111,115,118,121,135,138,142,149,153,156,181,185,188,209,220,223,227,234,237,241,301],[49,50,51],"p",{},"Contact lists organize people around an audience or working process. Cleo supports manual lists for deliberate membership and filter-based lists for contacts that match a saved set of conditions.",[53,54,56],"h2",{"id":55},"create-a-list","Create a list",[58,59,60,69,75,78,81],"ol",{},[61,62,63,64,68],"li",{},"Go to ",[65,66,67],"strong",{},"CRM > Lists",".",[61,70,71,72,68],{},"Select ",[65,73,74],{},"New list",[61,76,77],{},"Choose how the list will be populated.",[61,79,80],{},"Enter a clear name and optional description.",[61,82,83],{},"Configure the selected source and save.",[49,85,86,87,91,92,95],{},"Name the audience rather than the mechanism. ",[88,89,90],"code",{},"Clients renewing in 60 days"," tells the team why the list exists. ",[88,93,94],{},"Renewal filter 2"," does not.",[53,97,99],{"id":98},"choose-a-list-source","Choose a list source",[101,102,104],"h3",{"id":103},"manual-list","Manual list",[49,106,107],{},"Use a manual list when membership represents a deliberate choice or fixed historical group. Examples include event attendees, approved case-study candidates, or a temporary call list.",[49,109,110],{},"People stay in a manual list until somebody adds or removes them.",[101,112,114],{"id":113},"filter-based-list","Filter-based list",[49,116,117],{},"Use a filter-based list when membership can be expressed as contact conditions. The builder can combine standard contact data, tags, custom fields, and supported activity criteria.",[49,119,120],{},"Before saving:",[58,122,123,126,129,132],{},[61,124,125],{},"Add the conditions that define the audience.",[61,127,128],{},"Preview the number of matching contacts.",[61,130,131],{},"Inspect whether the conditions are too broad or too narrow.",[61,133,134],{},"Save the list when the preview matches the intended audience.",[49,136,137],{},"Membership follows the saved conditions. A contact enters when their data matches and leaves when it no longer matches.",[101,139,141],{"id":140},"csv-import","CSV import",[49,143,144,145,148],{},"Choose CSV import when the list begins with a file. Cleo validates and uploads the file, then creates contacts and list membership from its rows. See ",[146,147,38],"a",{"href":39}," for preparation and limits.",[53,150,152],{"id":151},"use-list-exclusivity-carefully","Use list exclusivity carefully",[49,154,155],{},"A list can be marked exclusive during creation. Exclusive membership removes matching contacts from other lists, so use it only when the business rule truly permits one list at a time.",[49,157,158,159,162,163,166,167,170,171,162,174,166,177,180],{},"Lifecycle buckets such as ",[88,160,161],{},"New",", ",[88,164,165],{},"Active",", and ",[88,168,169],{},"Former"," may be exclusive if a contact can hold only one current state. Audiences such as ",[88,172,173],{},"Newsletter",[88,175,176],{},"Quarterly review",[88,178,179],{},"VIP"," usually should overlap.",[53,182,184],{"id":183},"review-a-list","Review a list",[49,186,187],{},"Open a list to see:",[189,190,191,194,197,200,203,206],"ul",{},[61,192,193],{},"Source and current status",[61,195,196],{},"Contact count",[61,198,199],{},"Creation and synchronization dates",[61,201,202],{},"Included contacts",[61,204,205],{},"Import or synchronization history",[61,207,208],{},"Errors from the latest run",[49,210,211,212,215,216,219],{},"The contact table is paginated. Use ",[65,213,214],{},"Previous"," and ",[65,217,218],{},"Next"," to move through larger lists.",[49,221,222],{},"When a request fails, use the retry action shown in the relevant section. An empty audience and a failed request are displayed as different states.",[53,224,226],{"id":225},"re-import-a-csv-list","Re-import a CSV list",[49,228,229,230,233],{},"For a list created from an uploaded CSV, select ",[65,231,232],{},"Re-import CSV"," from the list page. Cleo creates a new import run from the stored source file and records the result in the history.",[49,235,236],{},"Review older source files before re-importing. If the original upload no longer represents the desired audience, create a new list from an updated file instead.",[53,238,240],{"id":239},"pick-the-right-list-type","Pick the right list type",[242,243,244,257],"table",{},[245,246,247],"thead",{},[248,249,250,254],"tr",{},[251,252,253],"th",{},"Situation",[251,255,256],{},"Recommended type",[258,259,260,269,279,286,293],"tbody",{},[248,261,262,266],{},[263,264,265],"td",{},"Everyone who attended a specific event",[263,267,268],{},"Manual or CSV list",[248,270,271,277],{},[263,272,273,274],{},"Contacts tagged ",[88,275,276],{},"monthly-report",[263,278,114],{},[248,280,281,284],{},[263,282,283],{},"Leads with no owner",[263,285,114],{},[248,287,288,291],{},[263,289,290],{},"Handpicked reference customers",[263,292,104],{},[248,294,295,298],{},[263,296,297],{},"Contacts supplied by a partner in a file",[263,299,300],{},"CSV list",[49,302,303,304,308,309,313],{},"Read ",[146,305,307],{"href":306},"\u002Fguides\u002Fsmart-lists","Smart Lists"," for rule design and ",[146,310,312],{"href":311},"\u002Fguides\u002Fcustomer-segmentation","Customer Segmentation"," for audience strategy.",{"title":315,"searchDepth":316,"depth":316,"links":317},"",2,[318,319,325,326,327,328],{"id":55,"depth":316,"text":56},{"id":98,"depth":316,"text":99,"children":320},[321,323,324],{"id":103,"depth":322,"text":104},3,{"id":113,"depth":322,"text":114},{"id":140,"depth":322,"text":141},{"id":151,"depth":316,"text":152},{"id":183,"depth":316,"text":184},{"id":225,"depth":316,"text":226},{"id":239,"depth":316,"text":240},null,"Create manual and filter-based contact lists for recurring audiences and team workflows.","md",{},{"icon":36},{"title":335,"description":336},"Create and Manage Contact Lists in Cleo","Learn how to create manual contact lists and filter-based smart lists, preview matching contacts, review membership, and choose the right list type.","er_XzCU-862lJucFFiZbC8cQzsGwSp9XA3IgQ-Tz3nM",[339,341],{"title":28,"path":29,"stem":30,"description":340,"icon":31,"children":-1},"Create structured fields for contact data that does not fit the standard contact record.",{"title":38,"path":39,"stem":40,"description":342,"icon":41,"children":-1},"Prepare, validate, preview, and import a CSV file into a contact list.",1793830130869]