Managing your Lists

After creating some Lists for your Campaigns or Website Experiences, in the future, you may want to make changes to these lists. This article will cover how to manage your created lists. 

For help with creating lists, you can reference our list creation articles here:

• Creating Lists for Campaigns
• Creating Lists for Experiences

Finding your List

Navigate to the lists overview table by clicking the Lists button in the navigation bar.

This page will show you a high level of your lists, including the name, type of list, type of members, when it was last updated, and when it was created. You can search for a list by name in the lists page by using the search bar. You can learn more about a list by clicking into the desired list.

When clicked into a list, you’ll find the list members and links to any experiences targeting the list. You can search for list members, download your list in CSV format, and edit which columns to show in the table.

Making changes to your list

Renaming a list

You can rename a List from the overview page, or from the individual List page:

Updating list members

Updating a list created from existing accounts

To make changes to the filters for a list build from existing accounts, select the desired list from the Lists page, and then click the Edit list dropdown and choose Update members

Updating a CSV uploaded List

To make changes to a list created from an uploaded CSV, select the list from the Lists page, and then click Add or edit list members - from here, you can upload a CSV to add or update existing members.

Warning: Mutiny will store CSV data for future use across the app. Fields (i.e. CSV columns) that have the same name as an existing field in Mutiny will be overwritten. For example, if you sync an "Account Owner" field from Salesforce and have an "Account Owner" field in this CSV, Mutiny will use the CSV value going forward. We do not recommend overwriting any fields that are dynamic and are already syncing from the source of truth (e.g. Salesforce, Hubspot, Marketo, etc.).

Need Help?

If you have questions or need help, the Mutiny Support team is here for you!  You can submit a support ticket at the bottom of this page or reach us at support@mutinyhq.com.