How to Create a New Standard List

BrightArrow offers multiple options when creating new lists. This article focuses on how to create a basic, static list for which you can add or import contacts manually. Lists created using the steps detailed below will not update automatically through a nightly sync. Any updates to contact information in the list will need to be made manually. 

Creating the New Standard List

List creation is done through the Contact Lists tab in Revere. 

1. In BrightArrow Revere, click on the Contact Lists tab in your navigation panel. 
2. Click the New List button in the upper right. 

3. You will see multiple options for the various list types you can create. Choose the option to create a new Standard list. Standard lists are lists that you create and update manually. Standard lists will not update through a nightly sync. You or another user with access to the list will need to manage the list and make any updates to contact information directly through the list itself. 

4. Give your list a unique name. 
   1. The list's name should be something that will make it easy to find and reference in the future. 
   2. The list's name must be unique - it cannot be an exact match to any other list name in your organization. 
5. If you want to store your list in one of your personal folders, use the folder drop-down to select the folder it should be stored in. 
   1. Note that the folder drop-down includes your personal folders only. No one else has access to these folders, they are there to help you keep your lists organized. You can always create a new folder and add the list to it later. 
   2. If you want to share the list with other users, you'll do that in the next step. 

6. Administrators may have access to multiple other users or user groups in BrightArrow. Share the new list with other users by marking the checkbox next to them in the "Users with Access To" section. 

7. Click the Next button in the bottom right to proceed. 
8. Review the summary of your new list, then click the Create List button in the bottom right. 

9. Your new empty list is now created, and you will automatically be brought into the details page to start adding contacts to the list. 

Add contacts to the list

You can add contacts to your new list one at a time by clicking the Add Contact button, or you can import an Excel spreadsheet or CSV file to add multiple contacts at once. 

For more help adding contacts one at a time, see here. 

For more help importing a spreadsheet of contacts, see here. 

Managing the list

With your new list now created, you may want to review the List Settings to make sure messages to the list will send to your recipients the way you want them to. See here for more help using the list settings. 

If you created the list for a dedicated purpose, you may want to create a message to save to the list. In Revere, messages can be saved to the list itself through the Contact Lists tab, or one-off messages can be sent to the list through the Compose tab. Messages sent through Compose will not overwrite a message that you saved to the list. 

How to find the list again in the future

Once your list has been created, you will find it through the Contact Lists tab in your navigation panel.

With the All Lists folder selected, use the search bar to search for the list by name. The list can also be found by clicking on the folder you added the list to, or in any of the user folders the list is shared with.

Click on the list to view the recipient list in more detail. 

Contact Lists view with side navigation in table view: Contact Lists view with top navigation in grid view: