Lists — Organize Prospects, Power Outreach

Lists let you group people and companies for targeting, outreach, and reporting. Use lists to save search results, upload contacts, exclude groups from searches (suppression), run sequences, export data, and create list-specific personalization.

Quick summary

• Create lists from search results or by uploading CSVs.

• Dynamic lists update automatically when new records meet their criteria. 

• Static lists are fixed snapshots.

• Use lists to include/exclude records in Search, send to Sequences, add tags, or export as CSV.

• Suppression lists prevent unwanted contacts/companies from appearing in searches or campaigns.

Accessing your lists

1. Click Lists in the left sidebar.

2. You’ll find all lists (contacts and companies) with these summary columns: name, type (static/dynamic), record count, status, and creation date.

3. Click a list name to open and view its records.

Creating a list

You can create lists in two ways:

From Search (recommended)

1. Build your search filters (People or Companies).

2. Click Run Search.

3. Click Save List to save the current results.

4. Choose a name, set list type (Static or Dynamic), and save.

By CSV upload

1. In Lists, click Upload .CSV.

2. Download the sample CSV to confirm required columns and format.

3. Name your list and choose whether it is Static or Suppression.

4. Upload your file (CSV/Excel/TXT).

5. Map your file columns to graph8 fields, validate, then Import.

Limits: file formats accepted include CSV/Excel/TXT. Maximum record upload: 500,000. For very large imports, split into batches.

Dynamic vs Static lists

• Dynamic List: defined by search criteria (query). It updates automatically when records enter or leave the criteria.

• Static List: a fixed set of records captured at save time; it does not change unless you add or remove records manually or upload an updated CSV.

As a user, you should choose Dynamic for ongoing segmentation, like “Companies showing intent this week.” Use Static for one-off campaigns or archived snapshots.

List actions (what you can do)

Open the three-dot menu (⋮) on any list row to use these actions:

1. Download (Export)

• Export the list as a CSV for offline use or imports into other systems.

• Exports include the available contact and company fields in the list.

2. Query (View criteria)

• View the exact search filters used to create a dynamic list.

• Use the query view to replicate or adjust the criteria and create similar lists.

3. Send to Sequence

• Add all list members to an existing outreach sequence.

• Choose the sequence and confirm; the contacts will be enqueued.

• Note: sequences must exist and you must have send permissions.

4. Add / Edit Tags

• Double-click the TAGS cell for a list to add or remove tags.

• Tags help organize lists and enable feature-specific behavior (see Sales Coach note).

5. Delete / Replace / Update

• During CSV upload you can choose to upload new records, replace existing ones, or delete records based on mapping options.

Suppression lists

Suppression lists stop certain contacts or companies from showing up in searches or getting outreach.

To upload a suppression list

1. Click Upload .CSV in Lists.

2. Name the list and select Suppression during setup.

3. Download the sample CSV to ensure correct formatting.

4. Upload and map columns, then import.

Use suppression lists

• Exclude them in Search (List Name Exclude) or use campaign settings to stop messaging to suppressed records.

Adding tags to lists

• Tags categorise lists for easier discovery and integration with other features.

• Double-click the TAGS cell to add a tag via the drop-down.

• Remove tags by clicking the x next to a tag in the same cell.

Best practices

• Keep suppression lists up to date to avoid unwanted outreach.

• Test before you run: preview a list’s records before sending sequences.

• Use dynamic lists for ongoing segments (e.g., weekly intent lists).

• Name lists clearly (e.g., “EMEA - FinServ - Q4 2025”) to make reuse simple.

• Limit bulk operations into smaller batches if you experience timeouts.

Troubleshooting & limits

• Upload errors: re-download the sample CSV, confirm field mapping, and retry. Large files may need batching.

• If there are no records after saving a list, check if the filters were too narrow or if there were conflicting exclusion lists.

• Dynamic list not updating: verify the query criteria and run a refresh if available.

• Send to Sequence fails: check that the sequence exists and you have the right permissions.

• Tag not applying: verify you have edit permissions on lists.

Need help?

• Use the in-app chat (bottom-right) for quick support.

• For account or permission issues, email support@graph8.com.

• If you need a bulk import or data-cleaning service, contact Customer Success.