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Lists are the organizational backbone of your outreach workflow in Clodura AI. Once you unlock a contact’s details, you use a list to group them with similar prospects so you can add them to a cadence, export them to a CRM, or run targeted campaigns. A list can be built directly from the search results page, constructed inside the List module, populated by importing a CSV of existing recipients, or assembled by merging several smaller lists into one. Every list is reusable — you can add recipients at any time, clone it, or merge it into another list without losing your original.

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Creating a List from Search Results (Method 1)

Use this method when you are in the middle of a people search and want to capture a set of contacts immediately.
1

Select contacts

In the Search Contact or My Contacts tab, check the box next to each contact you want to add. Use the Select button at the top to select all contacts shown on the current page at once.
2

Click Add To

Click the Add To button in the top action bar.
3

Choose List

Select List from the dropdown menu.
4

Create a new list

Click New List, enter a name for the list, and click Save And Add. The selected contacts are added to the new list instantly.
To add contacts to an existing list instead of a new one, follow the same steps but select Existing List from the dropdown and pick the target list name before clicking Save and Add.

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Creating a List from the List Module (Method 2)

Use this method when you want to build a curated list with filters applied, starting from your saved contacts.
1

Navigate to the List module

Click List in the left navigation bar, then select the Contact List tab.
2

Name your list

In the List Name field, enter a descriptive name for your list.
3

Add recipients

Click Add Recipients. The system pulls from your My Contacts tab (your unlocked contacts). Apply any filters you need to narrow down which contacts to include.
4

Select and create

Choose the specific contacts you want in the list, then click Create List to generate it with your selections.

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Creating an Empty List

If you want to set up a list structure first and populate it later, create an empty list:
  1. In the List module, go to the Contact List tab.
  2. Enter a name in the List Name field.
  3. Click Create Empty List.
The list appears immediately in your List module and is ready to receive recipients at any time.

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Uploading a CSV of Recipients

CSV upload is the right approach when you have an existing spreadsheet of contacts — from a previous campaign, a CRM export, or a third-party source — and want to run a cadence against them.
1

Download the sample format

Before uploading, click Recipients CSV and download the sample CSV file to confirm your spreadsheet matches the required column structure.
2

Upload your file

Click Recipients CSV, then drag and drop your CSV file onto the upload area or browse your computer to select it. Click Upload File.
3

Review the preview

The system displays a preview of the contacts it detected. Remove any individual contact by clicking the ✕ icon next to their row. If the wrong file was selected, click Not This File? to return to the upload screen.
4

Save the list

Click Save List to finalize. The list is created and appears in the List module.

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Managing Your Lists

After creating a list it appears in the List module under the Contact List tab. The management table shows the following details for every list:

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Available Actions

Clone

Duplicate the list to create an identical copy you can modify independently.

Add Recipients

Add more contacts to an existing list directly from the List module.

Show Recipients

View the complete contact roster for the list.

Export

Download the list as a CSV file.

Delete

Permanently remove the list from your account.

Merge

Combine this list with another list. See the Merging Lists section below.

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Renaming a List

Hover over a list name in the List module and click it. A popover appears where you can type a new name and save.

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Searching Within Your Lists

Use the search bar at the top of the Contact List tab to filter your lists by: list name, list source, contact name, contact email, company name, or cadence name.

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Adding Recipients to an Existing List

You can add contacts to an existing list at any point using two methods: From Search Results:
  1. In Search Contact or My Contacts, select the contacts you want to add.
  2. Click Add To → List.
  3. Select Existing List from the dropdown.
  4. Pick the target list name.
  5. Click Save and Add.
From the List Module:
  1. In the Contact List tab, find the list you want to expand.
  2. Click the Add Recipients icon in its Action column.
  3. Select the contacts to add and click Add.
The list’s recipient count updates automatically once contacts are added.

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Merging Lists

The Merge feature lets you combine contacts from multiple lists into a single destination, either an existing list or a brand-new one. This is useful for consolidating territory lists, combining the results of multiple campaigns, or reducing list sprawl.

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Access the Merge Feature

You can trigger a merge in two ways:
  • Click the Merge button at the top of the Contact List tab (above all lists, to the left of the search bar).
  • Click the Merge option in the Action column of a specific list row.

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Merge List (Append to Existing)

1

Set the source

In the From field, select the list whose contacts you want to move.
2

Set the destination

In the To field, select the existing list where the contacts will be placed.
3

Choose retention behavior

  • Retain after Merging checked: The original source list is preserved after its contacts are copied to the destination.
  • Retain after Merging unchecked: The original source list is permanently deleted after the merge completes.
4

Confirm the merge

Click to execute. Contacts from the source list are appended to the destination list.

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Merge & Create List (Combine into a New List)

1

Select lists to merge

In the Select Lists To Merge field, choose all the lists you want to combine.
2

Name the new list

Enter a name in the New List Name field. All selected lists will be merged into this new list.
3

Choose retention behavior

  • Retain after Merging checked: All original lists are preserved after the new list is created.
  • Retain after Merging unchecked: All original lists are permanently deleted after the merge.
4

Confirm the merge

Click to execute. The new combined list appears in your Contact List tab.
Unchecking Retain after Merging permanently deletes the original list(s) once the merge is complete. This action cannot be undone.

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Unsubscribe List

Clodura AI automatically maintains an Unsubscribe List — a record of email recipients who have opted out of receiving emails from your address. Contacts on the unsubscribe list are excluded from future cadence sends. You can view the unsubscribe list in the List module.