NB - As part of our product development, Agility currently provides two versions of our targeting platform. If the screenshots below do not match the appearance of your Agility account, please use this collection for the correct help articles http://help.agilitypr.com/en/collections/753051-discover. Please ask Agility Support if you have any questions.

Discover provides you with several ways to manage your lists and contacts.

Using the Orange Person Icon for Add to Lists

Locate the contact you want to add to a list. This can be from a fresh search, a Saved Search, or a Target List. Check the tick box next to their name then click on the button that says Add to Lists. This will open a new window where you can select from the existing target lists on your account and then add the selected contact to those lists. You also have the option to create a new list to which the contact can be added.

Using the Lists Tool

Find the contact you want to add or remove either by locating them in an existing list or saved search or by running a fresh search. Once located, click on their name then click on the List tool on the right-hand side of the page. This will show you all of the lists where the contact has been added.

Click on MANAGE LISTS. In the pop-up window, you can click on the X next to a list name to remove the contact from that list.

On the left side of the pop-up window, you can select a list by clicking on its tick box then UPDATE LISTS to add the contact to the selected list(s).

Using the ACTIONS Button

Find the contact you want to add or remove either by locating them in an existing list or saved search or by running a fresh search. Once located, check the tick box next to their name to select them.

To remove them from the current list, just click on the REMOVE FROM LIST button at the bottom of the page.

To add them to a list, click on the ACTIONS button. In the pop-up window, make sure the selection is set to Currently Selected Contacts and that Add to List is selected.

You can use the drop-down button to locate the list to which you want to add the contact or type in the name of the list until you find the one you need. You can also opt to create a new list.

Did this answer your question?