> ## Documentation Index
> Fetch the complete documentation index at: https://testdocs.clodura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lists: Organize and Manage Your Contact Collections

> Create contact lists in Clodura AI from search results, CSV uploads, or the List module. Merge, clone, and export lists to fuel cadences and campaigns.

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.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Click Add To">
    Click the **Add To** button in the top action bar.
  </Step>

  <Step title="Choose List">
    Select **List** from the dropdown menu.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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**.
</Tip>

## 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.

<Steps>
  <Step title="Navigate to the List module">
    Click **List** in the left navigation bar, then select the **Contact List** tab.
  </Step>

  <Step title="Name your list">
    In the **List Name** field, enter a descriptive name for your list.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Select and create">
    Choose the specific contacts you want in the list, then click **Create List** to generate it with your selections.
  </Step>
</Steps>

## 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.

## 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.

<Steps>
  <Step title="Download the sample format">
    Before uploading, click **Recipients CSV** and download the sample CSV file to confirm your spreadsheet matches the required column structure.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the list">
    Click **Save List** to finalize. The list is created and appears in the List module.
  </Step>
</Steps>

## 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:

| Column         | What It Shows                                                           |
| -------------- | ----------------------------------------------------------------------- |
| **Name**       | The list name (hover and click to rename inline)                        |
| **Source**     | Whether the list was built from Clodura contacts or imported from a CSV |
| **Recipients** | Total number of contacts in the list                                    |
| **Companies**  | Number of unique companies represented                                  |
| **Usage**      | How many times the list has been used in a cadence                      |
| **Created**    | Creation date and time                                                  |
| **Action**     | Available operations for this list                                      |

### Available Actions

<CardGroup cols={3}>
  <Card title="Clone" icon="copy">
    Duplicate the list to create an identical copy you can modify independently.
  </Card>

  <Card title="Add Recipients" icon="user-plus">
    Add more contacts to an existing list directly from the List module.
  </Card>

  <Card title="Show Recipients" icon="eye">
    View the complete contact roster for the list.
  </Card>

  <Card title="Export" icon="download">
    Download the list as a CSV file.
  </Card>

  <Card title="Delete" icon="trash">
    Permanently remove the list from your account.
  </Card>

  <Card title="Merge" icon="code-merge">
    Combine this list with another list. See the Merging Lists section below.
  </Card>
</CardGroup>

### 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.

### 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.

## 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.

## 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.

### 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.

### Merge List (Append to Existing)

<Steps>
  <Step title="Set the source">
    In the **From** field, select the list whose contacts you want to move.
  </Step>

  <Step title="Set the destination">
    In the **To** field, select the existing list where the contacts will be placed.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm the merge">
    Click to execute. Contacts from the source list are appended to the destination list.
  </Step>
</Steps>

### Merge & Create List (Combine into a New List)

<Steps>
  <Step title="Select lists to merge">
    In the **Select Lists To Merge** field, choose all the lists you want to combine.
  </Step>

  <Step title="Name the new list">
    Enter a name in the **New List Name** field. All selected lists will be merged into this new list.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm the merge">
    Click to execute. The new combined list appears in your Contact List tab.
  </Step>
</Steps>

<Warning>
  Unchecking **Retain after Merging** permanently deletes the original list(s) once the merge is complete. This action cannot be undone.
</Warning>

## 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.