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Lesson

Load a Saved List

How to reopen a saved list and continue where you left off. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. When you load a list, confirm you are reopening the same audience, job, and filtering context you saved previously.

Registered users and teams A saved list
What this lesson covers

Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.

Need the short version?

This lesson is about load a saved list and how to do it correctly the first time.

Step-by-step

How to do it

Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.

1
Open the list manager

Find your saved list from the dashboard or list storage area. Confirm the result before you move to the next step. Open the list manager and choose the exact saved list you want to resume.

2
Load the correct list

Make sure the list name, date, or notes match the job you are about to do. Confirm the result before you move to the next step. Check the list name, date, and notes so you do not load the wrong audience or project.

3
Resume the workflow

Continue with filtering, tools, or export depending on the job. Confirm the result before you move to the next step. Resume with the next action immediately, whether that is filtering, a tool run, or export.

Video lesson

Watch the walkthrough

Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.

Example

What this looks like in practice

A user loads yesterday’s "Competitors" list and continues the enrichment job without recreating the source data.

Common mistakes

Avoid these problems

  • Loading the wrong list because the name was too broad.
  • Overwriting one job with another because both lists looked similar.
  • Forgetting that the same list may also be available to the team if permissions allow it.
Next Up
Apply Tools to a List
Next Lesson