Lists Manager

Contents

Layout
Lists
Search
Sorting
Creating a New List
Working With Lists

Getting There

Note: This doc shows instructions for the most up-to-date version of ShortStack. If your Lists/Entries Manager doesn't match these screenshots, click the Switch to New Lists Manager link in the top-left of the screen.

Click Lists in the main menu.

Layout

The Lists Manager houses all of the form databases (we call them Lists) you've created previously, and has a button for creating new lists.

Lists

Your lists will appear on the right-hand side. Each info pane will show you the following information:

• The name of the list
  
  
• The last time the list was updated
  
  
• The number of entries in the list
  
  
• How many emails have been sent to the list
  
  
• How many campaigns (sources) are feeding into the list
  
  

If you hover over the name, you'll see an edit icon to the right; click this to rename the list. Type the new name, then click the blue checkmark button to lock it in.





There's also a button on the right that allows you to jump directly into the Form Editor for that list, and a drop-down menu with more options for managing the list.

Additional List Options

By clicking the drop-down menu on the right-hand side of any list, you'll get these additional options.

View Entries

Clicking View Entries will take you directly to the Entries Manager page for your list.

Integrations

The Integrations option will show you which (if any) integrations are set up for the list, and allow you to set one up if you do not have one established. For information on setting up an integration, see our Form Integrations help doc.

If there is already an integration in use, you will see a checkmark next to the option.

Email Alerts

Selecting Email Alerts, you can set up the address to which email notifications of new entries to the list are sent.

Copy

Using the Copy option allows you to make a copy of the list.

Permissions

If you're using ShortStack for Teams to grant access of your campaigns and lists to other teammates, clicking Permissions is where you can set the specific access levels for your team members.

Delete

By clicking Delete, you can remove the list from your account entirely. This also removes all of the entries in the list from your entry count.

Note: Deleting lists is permanent, so make absolutely sure you have the list's entries exported (if needed) before you delete the list.

Search

Use the Search field in the top-left corner of the page to look through your entries using a single word or phrase. The Tag field allows you to search through your entries by simply typing in a tag that's attached to one or more lists. Your results will automatically be displayed on the right.

Sorting

To sort the lists, click the button next to the number of lists at the top. Your options are to sort your lists by Recently Updated, Most Entries, and Least Entries.

Creating a New List

Creating a New List Using a Form

To create a new list using an Entry Form that you'll be adding to a campaign:

1. Click the New List button in the top-right. 
   
   
   
   
2. A pop-up will ask what method you'll be using to collect entries. Your options are to add entries through a form in a campaign, or import entries from your Facebook Timeline. Click Entry Form.
   
   
   
   
3. You'll be asked to name the list and add any tags you'd like the list to have. Enter those and click Continue.
   
   
   
   
4. This will direct you to the Form Editor - create your form, then click Save and your list will be added.
   
   
   
   See the Form Designer article for more information on designing your list's form.
   
   

Creating a New List Using the Facebook Comments/Likes Importer

Here's how to create a new list by pulling Comments and Likes from a Post on your Facebook Timeline:

Note: The Import From Timeline feature is only available on the Business Plan or higher.

1. Click the New List button in the top-right. 
   
   
   
   
2. A pop-up will ask what method you'll be using to collect entries. Your options are to add entries through a form in a campaign, or import entries from your Facebook Timeline. Click Import From Timeline.
   
   
   
   
3. You'll be asked to name the list and add any tags you'd like the list to have. Enter those and click Continue.
   
   
   
   
4. At this point, you'll need to select the Facebook Page on which you made the Post from which you'll be collecting entries.

Working With Lists

There are a couple other options available when working with lists; you'll see the bar appear up top when you've clicked a list to highlight it.

Tag

Clicking the Tag button will allow you to add tags to all of the selected lists. It also has an area that shows you all the tags already applied to the lists. Just type the tags you wish to add (with a comma between each) and then click the blue Save button.

Delete

 

The other available option is just another way to delete lists; if you'd like to delete multiple lists at once, click each one to highlight it, then click the Delete button up top. You'll be asked to type in a short phrase to confirm, then click the red Delete button to finalize the deletion.

Note: Again - deleting lists is permanent, so make absolutely sure you have the lists' entries exported (if needed) before you delete them.

Related Resources

Intelligent Email: 6 Email Marketing Strategies (Blog)

Creative Ways to Grow Your Email List (Blog Post)