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    Lists

    101 · Step 5
    Campaign Guide

    Segment contacts by campaign, apply Codex playbooks, and warm prospects before active outreach (via your favorite outreach platform).

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20266 min read

    What Are Lists?

    Lists are flexible groupings of contacts that let you organize people beyond the default filters. Think of them as folders with superpowers. You can create a list called "Q1 Outreach Targets," add 50 contacts, then message them (using your favorite outreach platform), track their engagement, or export them for a campaign. When the quarter ends, archive it and build the next one.

    Unlike filters (which show contacts matching criteria at a point in time), lists are persistent collections. A contact stays on a list until you remove them, regardless of whether they still match the criteria you originally used to find them.

    Common Use Cases

    Why bother with lists when you already have filters and stages? Here are the scenarios where lists prove their value:

    Campaign Targeting

    Group contacts for a specific outreach sequence or email campaign (using your favorite outreach platform), then track responses without mixing them with your broader pipeline.

    Event Follow-up

    After a trade show or webinar, create a list of attendees. You can work through them systematically without cluttering your main lead stages.

    ABM Focus Lists

    For account-based strategies, build lists of contacts at target companies. Add the CFO, VP of Ops, and procurement lead, then coordinate outreach across the buying committee (via your outreach platform).

    Suppression Lists

    Track contacts who should not receive outreach (when using your outreach tools): competitors, existing customers in a specific region, or people who opted out of communications.
    Lists work best for temporary or campaign-specific groupings. For permanent categorization, consider using custom fields or tags instead.

    Creating a List

    Building a new list takes about 30 seconds. Navigate to Lists in the sidebar, click "Create List," and give it a descriptive name. Be specific. "Webinar Attendees Dec 2024" beats "Marketing List" every time.

    List Settings

    SettingPurposeRecommendation
    NameIdentifies the list in dropdowns and viewsUse dates or campaign names for clarity
    DescriptionExplains the list's purpose to teammatesInclude criteria used to build it
    OwnerWho manages and maintains the listAssign to the person running the campaign
    VisibilityWho can view and use the listTeam-wide for shared campaigns

    After creation, your list is empty. Time to add contacts.

    Adding Contacts to Lists

    You have three ways to populate a list, each suited to different workflows:

    Method 1: Manual Selection

    From any contacts view, select individual contacts using the checkboxes, then click "Add to List" from the bulk actions menu. Good for small, hand-picked groups.

    Method 2: Filter and Add

    Apply filters to narrow down contacts (industry, LumenScore, location, etc.), then use "Select All" to add the entire filtered set. This is the most common approach for campaign lists.

    1. Navigate to Contacts and apply your desired filters
    2. Click the checkbox in the header to select all visible contacts
    3. Choose 'Add to List' from the bulk actions menu
    4. Select your target list or create a new one inline

    Method 3: Import Directly

    When importing contacts from CSV or Excel, you can assign them to a list during the import process. Check the "Add to List" option in the import wizard and select your target list. Useful when you receive a file from an event or partner.

    A contact can belong to multiple lists simultaneously. Adding someone to "Q1 Outreach" does not remove them from "Enterprise Prospects."

    Working With List Members

    Once your list has contacts, you can view, filter, and take action on them as a group.

    Viewing List Contents

    Click on a list name to see all its members. The view looks identical to the standard contacts table, with full access to sorting, filtering, and column customization. The difference? Only contacts on this list appear.

    Filtering Within a List

    Apply additional filters to a list view. Want to see only the engaged contacts on your "Trade Show Leads" list? Filter by LumenScore or last activity date. These filters do not modify the list itself; they just narrow what you see.

    Removing Contacts

    Select contacts and choose "Remove from List" in the bulk actions. The contacts still exist in your CRM. They just leave this particular grouping.

    Lists and Campaigns

    The real power of lists emerges when you connect them to outreach activities (via integrations like Reply.io, Apollo, or your favorite outreach platform). Here is how teams typically use lists in their campaigns:

    WorkflowHow Lists Help
    Email sequencesExport list to your email tool, or sync via Zapier integration
    Call blitzesAssign list to a rep, they work through it in order
    Event invitationsTrack who was invited, who attended, who followed up
    ABM coordinationMultiple reps target different contacts at the same accounts
    Re-engagementGroup cold contacts for a nurture campaign
    After a campaign ends, do not delete the list. Archive it instead. You may want to reference it later for performance analysis or to exclude past recipients from future outreach (in your outreach platform).

    List Analytics

    Lumenbase tracks basic metrics for each list, helping you understand engagement and conversion over time.

    Available Metrics

    • Total contacts: Current list size
    • Average LumenScore: Quality indicator for the group
    • Engaged rate: Percentage with recent activity
    • Conversion rate: Contacts who became deals (if you track deal creation)

    These metrics update in real time. If a contact on your list opens an email or books a meeting, their LumenScore adjusts, and the list average reflects the change.

    Segmentation Best Practices

    After watching hundreds of teams use lists, these patterns tend to produce the best results:

    • Name lists descriptively. "Enterprise SaaS CFOs - Jan Outreach" tells you exactly what you are looking at six months later.
    • Keep lists focused. A list of 5,000 contacts is really just another way to look at your entire database. Aim for targeted groups under 500.
    • Document your criteria. Use the description field to note how you built the list. Future you will appreciate it.
    • Archive, do not delete. Campaign history has value. Archived lists stay accessible but do not clutter your active list view.
    • Review periodically. Stale lists create confusion. Set a quarterly reminder to archive or update lists older than 90 days.

    Quick Reference

    Access Lists: Sidebar → Lists
    Create List: Lists → Create List button
    Add to List: Select contacts → Bulk actions → Add to List
    View List: Click list name in Lists view
    Archive List: List settings → Archive

    Lumenbase 101 · Step 5 of 8

    Import Data from CSV/ExcelNext: Leads

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