Assigning a contact list to a Team controls who can use it to send emails or SMS messages. This ensures that only authorized team members can communicate with specific contact groups.
Who can assign lists: Admins and Owners only
Before You Begin
Please ensure you have read this article.
How It Works
Team Access
When you assign a contact list to a Team, all members of that Team use it.
User Permissions
- Owners & Admins: Can access the Directory and assign contact lists to Teams
- Managers & Basic Users: Cannot access the Directory; can only send to contact lists assigned to their Team(s)
Assigning a New Filtered List
When you create a new contact list using advanced filtering:
- After building your filter, click Save Filters as List
- In the pop-up window:
- Enter a name for your list
- Select a Team from the dropdown menu
- Click Save
The contact list is now available to all members of the selected Team.
Assigning an Existing List
To assign a contact list that already exists:
Step 1: Go to Lists View
- Click Directory at the top of your dashboard
- Click Lists
- Click the list you want to assign to a Team
Step 2: Assign to Team
- Click Teams
- In the pop-up window, select a Team from the dropdown menu
- Click Assign
Best Practices
Match Contact Lists to Teams
Assign contact lists to Teams that need to communicate with those specific audiences. For example, assign the "Engineering" list to the Engineering Communications Team.
Review Regularly
Periodically check which contact lists are assigned to which Teams to ensure access is still appropriate.
Use Descriptive Names
Give contact lists clear names so assignments are easy to understand at a glance.
Limit Access When Needed
If a contact list contains sensitive contacts, only assign it to Teams that require access.