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# Marketing Lists and Segments

# Marketing Lists and Segments

## Purpose

**Marketing lists** and **segments** help you organize **All Contacts** for broadcasts and automations without enrolling everyone in a cold-outbound campaign sequence.

- **Marketing list** — static membership. You add or remove specific contact profiles.
- **Segment** — saved filter rules. Membership updates automatically when contacts match your filters.

On **All Contacts**, a collapsible **left sidebar** shows your lists and segments. The main table always shows contacts, filtered by your sidebar selection.

## Prerequisites

- **All Contacts** (team-level contacts), not a single campaign tab.
- Permission to **create** and **update** contacts for list membership and imports.
- For **segments**, permission to save and edit filter views on the team.

## Marketing lists

### Create and manage lists

1. Open **Contacts** → **All Contacts**.
2. In the left sidebar, under **Lists**, click **Create List**.
3. Enter a **List Name** in the side panel and click **Create List**.
4. On a list row, open the **⋯** menu:
   - **Edit** — rename the list.
   - **Upload CSV** — import contacts directly into that list (see below).
   - **Delete** — archive the list (it no longer appears in the sidebar; you can reuse the name on a new list later).

### View list members

1. In the sidebar, click a list name.
2. The contacts table shows only profiles on that list.
3. Use **Filters** to combine a list with other rules.

### Add contacts to one or more lists

**From bulk selection**

1. Select one or more contacts (or **select all** matching current filters).
2. Click **Add to List** in the bulk actions bar.
3. In the side panel, search lists, check every list you want, then click **Add to List**.
4. To create a list in the same step, click **Create new list**, enter a name, and click **Create list** — contacts are assigned to that new list when you confirm.

Anyone already on a selected list is skipped (not duplicated).

**While viewing a list**

1. Click a list in the sidebar to filter the table to its members.
2. Select contacts, then use bulk actions:
   - **Add to List** — add to additional lists (multi-select).
   - **Remove from List** — remove from the list you are viewing.
   - **Move to Another List** — remove from the current list and add to a single destination list (the current list is not shown in the picker).

**While adding contacts (any import method)**

On **All Contacts**, most **Add Contact** flows let you assign imported or new profiles to marketing lists:

| Method | Where to assign lists |
| --- | --- |
| **Upload CSV** | On the email validation step, search and check one or more lists (optional). |
| **Add Single Contact** | **Add contact to lists (optional)** on the form. |
| **Import from Apollo** | On the email validation step before import starts. |
| **LinkedIn post interactions** | Before **Start import**. |
| **Import via Webhook** | In **Map Fields** for each webhook — optional list assignment saved with the mapping. |

**Upload CSV from a list row**

1. In the sidebar, open **⋯** on a list and choose **Upload CSV**.
2. The side panel opens titled **Upload CSV to [list name]**.
3. Upload and map fields as usual. Imported profiles are added to that list automatically (you do not pick lists again on the validation step).

### List picker behavior

Whenever you choose marketing lists (bulk add, imports, or webhooks), SuperSend shows:

- A **search** box to filter list names.
- A scrollable list with **checkboxes** (or a single choice for **Move to Another List**).
- **Create new list** when you need a new list without leaving the flow.

## Segments

Segments replace older **saved views** on All Contacts. Existing saved views were migrated automatically.

### Save a segment

**From the sidebar**

1. On **All Contacts**, under **Segments**, click **Create Segment**.
2. In the side panel, enter a **Segment Name**, optional **Search** text, and add **Filters** (same fields as the **Filters** dropdown).
3. Click **Create Segment**. The new segment is selected and applied.

**From current filters**

1. On **All Contacts**, open **Filters** and build your rules.
2. In the filter tags above the table, click **Save as Segment**.
3. In the side panel, enter a **Segment Name** and click **Save**.

### Apply a segment

1. In the sidebar under **Segments**, click a segment name.
2. Filters reload to match the saved definition and the table updates.
3. Click **All Contacts** in the sidebar to clear list and segment filters.

### Update or delete a segment

1. In the sidebar under **Segments**, open **⋯** on a segment and choose **Edit**.
2. In the side panel, change **Segment Name**, **Search**, or **Filters**.
3. Click **Save Changes**, or **Delete Segment** to remove it.

You can also update from the main table: select the segment, change filters or search, then click **Update Segment** in the filter tags or **Filters** dropdown.

## How lists, segments, and labels differ

| Concept | Purpose |
| --- | --- |
| **Contact labels** | Lightweight tags for organization and filtering |
| **Marketing lists** | Explicit audience membership for marketing sends |
| **Segments** | Reusable dynamic audiences defined by filters |

Labels can appear inside segment filters. Lists and segments are separate from campaign enrollment.

## Expected Result

- **Lists:** Selected contacts appear as members of every list you chose. List filters in the sidebar show the updated membership.
- **Segments:** Saved filter sets appear under **Segments** and can be reopened with one click.
- **Imports with lists:** New and updated profiles from CSV, Apollo, LinkedIn, webhooks, or single-contact add are added to the lists you selected (in addition to being on the team).

## Troubleshooting

- **Issue:** **Add to List** is disabled or shows zero contacts.  
  **Fix:** Select at least one contact row, or use **select all** for the current filter. Bulk actions apply to the selection bar count.

- **Issue:** Contact was added to the team but not to a marketing list.  
  **Fix:** Lists are optional on import flows. Re-select the contact and use **Add to List**, or re-import with lists checked on the validation/mapping step. For webhooks, open **Map Fields** and confirm list assignment was saved.

- **Issue:** **Move to Another List** did nothing or contacts disappeared.  
  **Fix:** Choose a destination list different from the list you are viewing. The action moves members atomically (remove from source, add to target).

- **Issue:** Deleted list name says it already exists.  
  **Fix:** Archived lists no longer block the name. Create a new list with the same name if needed.

- **Issue:** **Save as Segment** or list panels do not show.  
  **Fix:** Confirm you are on **All Contacts** (team), not inside a campaign’s Contacts tab. Segments and marketing lists are team-level.

## Related Articles

- [Contacts Overview](https://help.supersend.io/en/article/contacts-overview-bk1sx7/)
- [Upload Contacts via CSV](https://help.supersend.io/en/article/upload-contacts-via-csv-rom2na/)
- [Import Contacts from Apollo](https://help.supersend.io/en/article/import-contacts-from-apollo-1bbns6y/)
- [Import Contacts from LinkedIn Post Interactions](https://help.supersend.io/en/article/import-contacts-from-linkedin-post-interactions-1nqlezs/)
- [Contact Import Webhooks](https://help.supersend.io/en/article/contact-import-webhooks-1cj7ef6/)