Contacts can be added to lists individually, in bulk, or via import.

Note: New contacts created while managing lists will be added as a Sakari contact, whether manually or via CSV import. Any attributes updated during list management will update the Sakari contact.

From Contact Card

Click on the Contact record to open their Contact Card.

To add to list

• Select the + icon and select the List you want to add the contact to

To remove from list

• Click the x next to the list name on the contact

From the main Contacts view

You can utilize this option to select contacts to bulk add to list.

• Click the checkbox to the left of the name to select contacts.  

• Click the 'Add To List +' button
  

• Select the list to which you want to add contacts

Via CSV Import

Contacts can be added to a list via CSV import as well.

• Create or select a list
• Once in the list, click the icon

• Click to upload or drag your csv file
  

If starting a new list from scratch 

• Click Create
  

• Choose from Import CSV or Add Manually
  • Import CSV will open the CSV import drawer
  • Add Manually will open a new contact creation drawer