Lists – Creating a new list

Creating a new list (or database) to house your contacts is easy.  After logging into your account (if you haven’t done so already) go ahead and click on LISTS in the main menu.

On the LISTS tab, click the blue button at the top right to create a new one.

Within the pop up, go ahead and enter a list or database name, where your form is located*, and the reason why contacts are in this list.

When done, click the green ‘Add’ button.

That’s it!

Creating a list*Our system needs to verify you have at least one form on your website to collect customer data.  This can be a contact form, a free quote request form, or your online store.

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