---
title: Contact Lists
description: The Contact Lists section allows you to create, delete, or modify contact lists. You can add or remove contacts from the existing list(s).
---

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# Contact Lists

## The Contact Lists section allows you to create, delete, or modify contact lists. You can add or remove contacts from the existing list(s).

<iframe src="https://player.vimeo.com/video/892212711?badge=0&amp;autopause=0&amp;quality_selector=1&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Contact List Creation"></iframe>

To access, go to the **List Management \> Contact Lists** section.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Sep-23-2026-01-37-33-8143-PM.png?width=670&height=209&name=undefined-Sep-23-2026-01-37-33-8143-PM.png)](https://support.phonexa.com/hubfs/undefined-Sep-23-2026-01-37-33-8143-PM.png?hsLang=en)

You can narrow down the search results by using the following filters:

- **ID:** Enter the identification number of the Contact List.

- **Name**: Enter the name of the Contact List.

- **Tag**: Select the tag.
- **Status**: Select the status of the Contact List *(Draft, Ready To Send, In Progress, Deleted).*

The list contains the following information:

- **ID**: The unique identification number of the Contact List. Click the **“ID”** button to set up event tracking rules for this specific contact list. Refer to the detailed information in the [**“Contact** **List Tracking** **Rules”**](https://support.phonexa.com/contact-lists#tracking) section below.

- **Name of the List**: The name of the Contact list.

- **Type:** The contact list type (*Storage / External*)
- **Deduplication Method:** The list deduplication method (*Email / Phone / Email and Phone / None*).

- **Description**: Contact list description.

- **Last Updated**: The date when the list was last updated.

- **Updated By**: The name of the person who updated the list.

- **Last Sent**: The date when the list was last sent.

- **Active Emails**: The total number of active emails.

- **Active Phone**: The total number of active phone numbers.

- **Total**: The total number of Contacts.

- **Tags**: The list tag names.

- **Status**: Contact list status *(Draft, Ready To Send, In Progress, Deleted)*.
- **API**: The Contact list API documentation. Click the **“API Documentation”** button to view the API Doc Info section and download it as a *.pdf* file.

### How to Create a New Contact List

Click the **“Add Contact List”** button to create a new list and fill in the following fields in the pop-up window:

- **Name:** Enter the name of the contact list.
- **Select Folder:** Select the existing folder for the contact list.
- **Create New Folder:** Enter the name of a new folder.
- **Select Deduplication Method:** Select the list deduplication method (*Email / Phone / Email and Phone*).
- **Custom Fields:** Check the box for the corresponding custom field(s).
- **Description:** Enter the description for the contact list.
- Click **“Add Conditional Rule”** to add more filters to the contact list by filling out the **“Field”**, **“Comparison”,** and **“Value”** fields.
- **Enable Auto Validation For New Contacts:** Check the box to enable the Auto Validation feature and send all new contacts received through the API to the third-party Email Hygiene service for validation purposes.
- **Automatically Update Email Validation Status:** Check the box to automatically re-send contacts whose Email Validation Status is older than the configured number of days to the 3rd party Email Validation & Hygiene service, on an hourly schedule.
- **Update Email Validation Status On Contact Update:** Check the box to automatically re-send a contact whose Email Validation Status is older than the configured number of days to the 3rd party Email Validation & Hygiene service whenever that contact is updated.

Click the “**Save**” button to confirm.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Sep-23-2026-01-37-34-2982-PM.png?width=670&height=1181&name=undefined-Sep-23-2026-01-37-34-2982-PM.png)](https://support.phonexa.com/hubfs/undefined-Sep-23-2026-01-37-34-2982-PM.png?hsLang=en)

### Contact List Tracking Rules

The **“Event Tracking”** feature allows you to monitor various events within the system (such as email sent, send failed, delivered, etc.) and set up automatic actions triggered by these events. To set up and configure tracking rules for a specific Contact List, click on its **“ID”** number. This will take you to the Contact List Setup page.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Oct-08-2026-01-10-44-4252-PM.png?width=670&height=180&name=undefined-Oct-08-2026-01-10-44-4252-PM.png)](https://support.phonexa.com/hubfs/undefined-Oct-08-2026-01-10-44-4252-PM.png?hsLang=en)

 The **“Contact List Tracking Rules”** block contains the following information:

- **ID:** The unique identification number of the rule.
- **Trigger:** The name of the trigger that is set in the rule.
- **Trigger Settings:** The list of settings for the trigger.
- **Action:** The action to perform according to the rule.
- **Action Settings:** The list of settings for the action.
- **Status:** The status of the rule (Active/Disabled).
- **Created At:** The date and time when the rule was created.
- **Author:** The name of the user who created the rule.

 To create a new tracking rule, click the **“Add Rule”** button and select the required options in the pop-up window:

- **Trigger:** Select the event that triggers the action.
- **\[E-Delivery\] Sent:** The message is sent.
- **\[E-Delivery\] Sent Failed:** The message could not be sent.
- **\[E-Delivery\] Delivered:** The message is delivered.
- **\[E-Delivery\] Soft Bounced:** The message was not delivered due to temporary issues with the email service provider.
- **\[E-Delivery\] Hard Bounced:** The message was not delivered due to permanent issues.
- **\[E-Delivery\] Opened:** The message was opened *(email only)*.
- **\[E-Delivery\] Clicked:** The recipient has interacted with the message.
- **\[E-Delivery\] Spam Reported:** The message was reported as spam.
- **\[E-Delivery\] Unsubscribe:** The recipient has unsubscribed.
- **\[E-Delivery\] Subscribe:** The recipient has subscribed.
- **\[E-Delivery\] Delivery Failed:** The message was not delivered.

- **Action:** Select the event tracking type.

After selecting your preferred event, click the **“Next”** button to continue with the setup. Follow the instructions provided in the corresponding article to configure the selected action. *Read more about how to configure each event tracking type in this Knowledge Base* [*article*](https://support.phonexa.com/event-tracking-lms-/-call-logic?hsLang=en#Tracking)*.*  
*[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Oct-08-2026-01-10-43-3420-PM.png?width=670&height=313&name=undefined-Oct-08-2026-01-10-43-3420-PM.png)](https://support.phonexa.com/hubfs/undefined-Oct-08-2026-01-10-43-3420-PM.png?hsLang=en)*

 To test the existing tracking rule configuration, click the **“Test Run”** button in the **“Actions”** column. Fill in the test data in the provided fields (not mandatory) that match the tracking rule configuration placeholders. Click the **“Confirm”** button to complete the test run.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Oct-08-2026-01-10-44-9021-PM.png?width=670&height=192&name=undefined-Oct-08-2026-01-10-44-9021-PM.png)](https://support.phonexa.com/hubfs/undefined-Oct-08-2026-01-10-44-9021-PM.png?hsLang=en)

Once the test run is executed, click the **“Proceed to the Log”** button to check the test results.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Oct-08-2026-01-10-43-6680-PM.png?width=670&height=212&name=undefined-Oct-08-2026-01-10-43-6680-PM.png)](https://support.phonexa.com/hubfs/undefined-Oct-08-2026-01-10-43-6680-PM.png?hsLang=en)  
You may also navigate to the **“Test Runs”** tab of the **“Tracking Log”** report manually via the **System Management \> Logs \> Tracking Log** section.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Oct-08-2026-01-10-43-9583-PM.png?width=670&height=246&name=undefined-Oct-08-2026-01-10-43-9583-PM.png)](https://support.phonexa.com/hubfs/undefined-Oct-08-2026-01-10-43-9583-PM.png?hsLang=en)

Click the **“Manage”** button in the **“Actions”** column to be redirected to the **List Management \> All Contacts** section. *Read more about the All Contacts section in this Knowledge Base* [*article*](https://support.phonexa.com/all-contacts?hsLang=en)*.*

Click the **“Validate Emails”** button to validate all contacts in the list that have not been validated before or whose last validation was more than the specified number of days ago. Enter this number and click the **“Next”** button. Then click the **“Validate”** button to confirm.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Sep-23-2026-01-37-33-5403-PM.png?width=670&height=380&name=undefined-Sep-23-2026-01-37-33-5403-PM.png)](https://support.phonexa.com/hubfs/undefined-Sep-23-2026-01-37-33-5403-PM.png?hsLang=en)Click the “**Edit**” button in the “**Actions**” column to configure the data you have entered when adding the contact list. Make all of the necessary changes and click the “**Update**” button to confirm.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Sep-23-2026-01-37-34-8474-PM.png?width=670&height=1189&name=undefined-Sep-23-2026-01-37-34-8474-PM.png)](https://support.phonexa.com/hubfs/undefined-Sep-23-2026-01-37-34-8474-PM.png?hsLang=en)

Click the **“Delete”** button in the **“Actions”** column to remove the list from the system. Click the “**Delete List**” to delete this list from the Contact List section *(You can still find it in the* ***All Contacts*** *section)*.

Click the “**Delete List With Contacts**” button to delete the list from the system, including the “**All Contacts”** section.

[![](https://support.phonexa.com/hs-fs/hubfs/undefined-Sep-23-2026-01-37-33-3054-PM.png?width=670&height=339&name=undefined-Sep-23-2026-01-37-33-3054-PM.png)](https://support.phonexa.com/hubfs/undefined-Sep-23-2026-01-37-33-3054-PM.png?hsLang=en)

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