Lists

Segment records into reusable groups for targeting and workflow execution.

Lists

Lists let you segment contacts into reusable groups for outreach, automation, and reporting workflows.

Viewing Lists

Navigate to CRM > Lists to see all saved lists. Each list shows:

• Name
• Contact Count — Number of contacts currently in the list
• Created Date
• Last Updated

Creating a List

1. Click + New List
2. Enter a name and optional description
3. Click Save

Adding Contacts to a List

You can populate a list in several ways:

• Manual Add — Open the list and add individual contacts
• Import — Upload a CSV file directly into a list (see Importing Data)
• From Contact List — Select contacts from the main contacts table and add them to a list
• From a filtered segment — filter the Contacts (or Leads) list, click select all matching, and use Add to list or New list in the segment action bar to add the entire filtered segment at once — not just the visible page. See Segment Actions.
• Automatic — Some integrations and automations can add contacts to lists

Using Lists

Lists are reused throughout Karmaflow.ai in places such as:

• Campaigns — Click the megaphone on a list row (Send campaign to this list), or Send Campaign in the header of an open list, to send a one-off email or SMS campaign to it — see Sending a Campaign
• Email Strategies — Target a specific audience for outbound email
• Orchestrations — Use a list as the audience for workflow execution
• Voice Campaigns — Call contacts in a selected list
• Exports — Export list members to CSV

Viewing a List

Open any list to review its members. From the list detail page, you can:

• Search and filter within the list
• Remove contacts from the list
• Export the list
• Open related contact records