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Lists Manager

Pro.svgALL PLANS

Overview

The Lists Manager houses all previously created form databases (Lists) and provides options for:

  • Creating new lists.
  • Social imports.
  • Importing lists from external sources (available on Enterprise).

Getting There

From the Home Screen:

  1. Click Manage in the main menu.
  2. Select Lists from the dropdown.

If Favorited, simply click Lists in the top bar of the Home screen.

Note: Favoriting adds a direct link to the Lists Manager on your Home screen. 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

Your lists appear on the right-hand side. 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.

Click the hamburger icon to access List Settings. Next to it, a drop-down menu provides additional management options.

Additional List Options

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

Available on Pro Plan

Set access levels for the selected list if using ShortStack for Teams.

Archive

Hides the list without deleting it. 

Note: Entries in archived lists still count toward your plan's allowance.

Delete

Permanently removes the list and its entries.

Note: Ensure entries are exported (if needed) before deletion, as this action is irreversible.

Search and Tag

Search

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

Tag

Available on Pro Plan.

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

Available on Enterprise Plan.
  1. Click Import List (top-right).
  2. Name the list, add tags, and click Next.
  3. Upload your .csv file and click Next.
  4. Confirm proper vetting of imported contacts.
  5. You'll receive a notification when the upload is complete.

Working With Lists

Tag

Available on Pro Plan

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.

Note: Entries in archived lists still count toward your plan's entry allowance.

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.

Note: Deletion is irreversible. Export entries if needed before proceeding.

 

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