Overview
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The Lists Manager houses all previously created form databases (Lists) and provides options for:
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Getting there
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From the Dashboard:
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Click Manage in the navigation menu.
Select Lists from the options.
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If Favorited, simply click Lists in the side navigation menu.
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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.
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Lists
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Overview of list information
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Each info pane includes:
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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.
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Additional list options
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Click the three-dot icon to access List Settings. Next to it, a dropdown menu provides additional management options.
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Settings
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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.
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View entries
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Clicking on View Entries takes you to the Entries Manager with the selected List already filtered.
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Integrations
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For campaigns using:
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Email alerts
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Manage email alert settings via the Campaign Builder.
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Import From...
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Add entries using:
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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.
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Copy
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Creates a duplicate of the list.
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Permissions
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Available on Max Plan
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Set access levels for the selected list if using ShortStack for Teams.
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Archive
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Hides the list without deleting it.
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Entries in archived lists still count toward your plan's allowance.
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Delete
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Permanently removes the list and its entries.
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Ensure entries are exported (if needed) before deletion, as this action is irreversible.
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Search and tag
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Search
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Use the Search field to locate lists by keywords or phrases.
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Tag
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Available on Max Plan.
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Search lists by tags attached to them. Results appear on the right automatically.
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Filtering
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Filters appear on the left-hand side, allowing you to filter lists by:
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Form Compatibility
Archived Status
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To clear filters, click the x icon next to the filter name.
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Sorting
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Sort lists by:
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Recently Updated
Most Entries
Least Entries
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Creating a new list
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Using a form container/Field Widgets
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Click the New List button (top-right).
Name the list and add tags, then click Continue.
Connect the list to a Form Container in Campaign Builder to add fields or settings.
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Learn more about the Form Container Widget.
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Using social importers
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Click Social Import (top-right).
Select Facebook, Instagram, or YouTube to pull comments/likes.
Name the list, add tags, and click Continue.
Follow the import steps.
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Importing an existing list
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Available on Enterprise Plan.
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Click Import List (top-right).
Name the list, add tags, and click Next.
Upload your .csv file and click Next.
Confirm proper vetting of imported contacts.
You'll receive a notification when the upload is complete.
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Working with lists
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Click and drag your cursor across the screen to quickly select multiple lists.
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Tag
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Available on Max Plan
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Add tags to selected lists by typing them (comma-separated). Press Enter/Return, then click Save.
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Archive
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Archive selected lists by clicking Archive. To restore, enable Show Archived in the filtering options, select the list(s), and click Restore.
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Entries in archived lists still count toward your plan's entry allowance.
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Delete
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To delete multiple lists:
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Select the lists to highlight them.
Click Delete.
Confirm by typing the prompt and clicking the red Delete button.
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Deletion is irreversible. Export entries if needed before proceeding.