ContactBase: Gather & grow networks,segment & define audiences. If CRM is overkill but Outlook isn't enough, ContactBase is your connection Engine.

Creating a Contact List

New Contact List

You cannot conduct a Mailcraft campaign or send EventCraft invitations without at least one contact in at least one contact list, so being able to create a contact list is a vital part of the process. To get started,you’ll need to get to the ContacBase by clicking the Contacts tab.

You can also click the Manage Contacts link on the home page to navigate to the ContactBase.

Creating Lists

Clicking the Add Button on the left side of the ContactBase will create a new contact list which you can name, set in relation to your other contact lists, and make open to subscriptions from the Member Portal.

Editing Lists

To edit a list, click on its name to highlight it, then click the edit button to bring up an edit window capable ofrenaming the list, altering its placement relative to other lists, and changing its subscribability.

List Subscription

Enabling list subscription when creating or editing a list does not affect the opt-in or opt-out links that can be included in Emails and Event Invitations. Instead the option enables subscription to that list by members of your community portal, giving each contact the ability to unsubscribe from a list without unsubscribing from all lists.

Ordering Lists

To order all of your contact lists, click on the order button to bring up a window displaying all of your created contact lists. A selected list can be moved up and down the line of lists by clicking the arrows on the right of the window.

Deleting Lists

To delete a list, highlight it and click the delete button. All the contacts in the deleted list will remain in the system, still in any other lists they were part of. If they were part of no other list, they will be moved to the Unlisted Contacts folder.

System lists, such as the All Active Contacts, Listed Contacts, Unlisted Contacts, Hard Bounced Contacts, and Unsubscribed Contacts folders, cannot be renamed, reordered, subscription enabled, or deleted.

Related Resources

Video Resources


6350 Quadrangle Dr., Ste 120
Chapel Hill, NC 27517

Mon-Fri, 9AM-6PM ET


Follow us on: