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Lists Manager

All plans Last reviewed

The Lists Manager holds every form database — a List — you have created, and is where you create new ones, run social imports, and, on Enterprise, import lists from outside ShortStack. Open it from the Dashboard by clicking Manage in the navigation menu and selecting Lists.

Getting there

From the Dashboard:

  1. Click Manage in the navigation menu.
  2. Select Lists from the options.

If Favorited, simply click Lists in the side navigation menu.

Favoriting adds a direct link to the Lists Manager to your navigation menu. To favorite, click the heart icon next to the "Lists" title. Favorites are stored in your browser, so you’ll need to re-establish them when using a different browser or computer.

Lists

Overview of list information

Each info pane includes:

  • List Name: Hover to reveal an edit icon for renaming.
  • Last Updated: The date/time the list was last updated.
  • Created Date: The date the list was created.
  • Number of Entries: Total entries in the list.
  • Emails Sent: Count of emails sent to the list.
  • Campaign Sources: The number of campaigns feeding data into the list.

Additional list options

Click the three-dot icon to access List Settings. Next to it, a dropdown menu provides additional management options.

Settings

You can change the List Name and Name When Copied here. Additionally, you can blur the media thumbnails in the Entries Manager using the draggable scale.

View entries

Clicking on View Entries takes you to the Entries Manager with the selected List already filtered.

Integrations

For campaigns using:

  • Form Widget: Opens the Form Designer for integration setup or management.
  • Form Containers: Open the campaign in Campaign Builder to manage integration settings.

Email alerts

Manage email alert settings via the Campaign Builder.

Import From...

Add entries using:

  • Facebook Comments and/or reactions,
  • Instagram Comments, or
  • YouTube Comments.

Check out our How to Import Comments from Facebook, How to Import Comments from a YouTube Video, and How to Import Comments from Instagram help docs.

Copy

Creates a duplicate of the list.

Permissions

Permissions are part of ShortStack for Teams, which is included on the Scale, Max and Enterprise plans. Compare plans.

Choose which team members can reach the selected list. On a plan without teams, this option shows a prompt to set up ShortStack for Teams instead.

Archive

Hides the list without deleting it.

Entries in archived lists still count toward your plan's entry allowance. To free up room, export the entries you want to keep from the Entries Manager, then delete the list.

Delete

Permanently removes the list and its entries.

Search and tag

Use the Search field to locate lists by keywords or phrases.

Tag

Tags are included on the Max plan. Compare plans.

Search lists by tags attached to them. Results appear on the right automatically.

Filtering

Filters appear on the left-hand side, allowing you to filter lists by:

  • Form Compatibility
  • Archived Status

To clear filters, click the x icon next to the filter name.

Sorting

Sort lists by:

  • Recently Updated
  • Most Entries
  • Least Entries

Creating a new list

Using a form container/Field Widgets

  1. Click the New List button (top-right).
  2. Name the list and add tags, then click Continue.
  3. Connect the list to a Form Container in Campaign Builder to add fields or settings.

Learn more about the Form Container Widget.

Using social importers

  1. Click Social Import (top-right).

  2. Select Facebook, Instagram, or YouTube to pull comments/likes.

  3. Name the list, add tags, and click Continue.

  4. Follow the import steps.

Importing an existing list

Importing a list is included on the Enterprise plan. See Enterprise on the pricing page. On other plans, entries come in through your campaigns' forms or a social import.

  1. Click Import List (top-right).
  2. Name the list, add tags, and click Next.
  3. Upload your .csv file and click Next.
  4. Tick both confirmations: that the list only includes subscribed contacts who opted in to your email marketing, and that any EU contacts were collected with double opt-in. Then click Submit.
  5. You'll receive a notification when the upload is complete.

Working with lists

Click and drag your cursor across the screen to quickly select multiple lists.

Tag

Tags are included on the Max plan. Compare plans.

Add tags to selected lists by typing them (comma-separated). Press Enter/Return, then click Save.

Archive

Archive selected lists by clicking Archive. To restore, enable Show Archived in the filtering options, select the list(s), and click Restore.

Entries in archived lists still count toward your plan's entry allowance. To free up room, export what you want to keep, then delete the list.

Delete

To delete multiple lists:

  1. Select the lists to highlight them.
  2. Click Delete.
  3. Confirm by typing the prompt and clicking the red Delete button.

Creative Ways to Grow Your Email List (Blog Post)

Entries Manager (Help Doc)

Creating Segmented Lists (Help Doc)

Using the List Importer (Help Doc)

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