Creating Lists

Creating a list

Lists are created from the Lists section of the SendBeam dashboard. You can create as many lists as you need — there is no cap on the number of lists in a workspace.

1. Navigate to Lists in the main sidebar. You will see an overview of all existing lists along with their contact counts, double opt-in setting and creation dates.
2. Use the Create New List form at the top of the page.
3. Enter a Name. This is the name you and your team will use to identify the list. It also appears in the subject of double opt-in confirmation emails ("Please confirm your subscription to …"), so make it recognisable.
4. Optionally add a Description to explain the purpose of the list. It is shown on the Lists page and at the top of the list's own page.
5. Tick Require double opt-in if new members should confirm by email before they are mailed. See Double Opt-In for full details.
6. Click the create button. The new list appears in the table; click its name to open it and start adding contacts.

Naming conventions

Clear, consistent list names make it much easier to select the right audience when building campaigns — especially as your workspace grows. Here are some conventions that work well:

• Audience + content type — "Customers – Product Updates", "Leads – Nurture Sequence"
• Channel or source — "Website Sign-Ups", "Trade Show 2026", "Checkout Opt-In"
• Frequency or cadence — "Weekly Newsletter", "Monthly Digest"
• Avoid vague names like "List 1", "Main List", or "Test". These become confusing quickly.
• Use consistent capitalisation across all list names to keep the sidebar tidy.

List settings

Each list has three settings, chosen when you create it:

• Name — the name shown in the dashboard and in confirmation emails.
• Description — a short summary of the list's purpose.
• Double opt-in — when on, new members must click a confirmation link before campaigns sent to the list reach them. On the Free plan every list behaves as double opt-in regardless of this setting.

All three can be changed later from the List details panel at the top of the list's page.

Sender name and address are set per workspace under Settings → Email & Domains and can be overridden on each campaign; they are not set per list.

Editing and deleting lists

To edit a list, open it and expand List details at the top of the page. Change the name, description or double opt-in setting and save. Changing double opt-in affects people who join from then on; existing members are unaffected. The name and description can also be changed through the API (PATCH /api/v1/lists/{id}).

To delete a list:

1. Go to Lists and find the list in the table.
2. Open the ⋯ menu at the end of its row and choose Delete.
3. Confirm when prompted.