List Settings

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List settings allow you to share your list, add it to a category, and ensure it refreshes automatically if needed.

  1. Share the list with a specific person or everyone with a certain permission level in People.

  2. Assign this list to a campus or category to filter it in the main list.

  3. Use auto-refresh to refresh the results of your list every night. Auto-refresh is particularly helpful for automations and workflows.

  4. Sync this list with a segment in your MailChimp list.


Share a list you've created with others and allow them to view or manage the results. List managers can update the list's settings but cannot remove the original list creator.


To fully remove a list creator's access, duplicate any conditions they've created, then delete their conditions. You can then remove the person's permissions in People, which will terminate their access to all lists.

There are two levels of access for list collaborators.

  1. View only permission gives you access to the results, automations, and settings, but you will not be able to make changes to the rules.

  2. Manage permission allows you to add and remove conditions on shared lists.

If you're a list manager, you can see who created the conditions and add your own from the Rules tab.

  1. You cannot edit a rule or condition made by another person. However, you can duplicate another person's rule or condition and then delete the original to change pre-existing rules or conditions.

  2. If you don't have permissions in a product, you can see list results concerning that product, but you can't add new rules or edit existing rules.

Abandoned Lists

If a list has no managers, the first person with View only permissions to access the list can add manage permissions for themselves.

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