Segment Contacts Into Smart Lists
Static and dynamic lists, bulk actions, shared access, contact count tracking, and campaign targeting — organize contacts your way.
Static & Dynamic Lists
Create static lists where you manually add contacts, or dynamic lists that update automatically.
Add & Remove Contacts
Manually add contacts to lists, select multiple, and bulk-remove with one click.
Contact Count Tracking
Every list shows exactly how many contacts it contains at a glance.
Shared Lists
Mark lists as shared so all team members in your WordPress site can access them.
Search & Filter Lists
Search lists by name and filter by type to find the right segment fast.
Campaign Targeting
Use lists as recipients when sending email campaigns for precision targeting.
The List Management Interface
Browse your lists, then drill into any one to see its contacts with full detail.
| List | Contacts | Actions |
|---|---|---|
VIP Customers Top-tier clients with highest lifetime value | 48 | |
Newsletter Subscribers Opted-in for weekly newsletter | 312 | |
New Leads This Month Contacts added in the last 30 days | 67 | |
Enterprise Accounts Companies on enterprise plan | 15 | |
Inactive Contacts No activity in 90+ days | 134 | |
Event Attendees 2026 Registered for annual conference | 89 |
Built With Care, Down to the Details
List Detail View
Drill into any list to see all its contacts with avatar, name, email, phone, and status.
Bulk Contact Actions
Select multiple contacts with checkboxes to remove them from a list in one action.
Add Contacts Modal
Search and select contacts to add to any list through a dedicated add-contacts dialog.
Pagination Support
Large lists are paginated so you can navigate through hundreds of contacts smoothly.
Custom Lists FAQ
Common questions about custom lists in Auto Form CRM.
Tags are static labels you apply manually. Lists are saved filter combinations that automatically include contacts matching the criteria.
Yes. Lists are dynamic — as contacts match or unmatch the filter criteria, they're automatically added or removed from the list.
Yes. Export any list to CSV for use in other tools or for backup purposes.
Ready to Try It?
Install Auto Form CRM and start using this feature in minutes.
Next Feature
Custom Values