How to Rename a Contact List

Learn how to rename contact lists to keep them organized and easily identifiable. Renaming helps you maintain clear list names as your needs change.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage contact lists (typically organization owners and admins have this permission)
• A contact list to rename

Steps

Step 1: Navigate to Contact List

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Contact Lists (or CRM → Contact Lists)
3. Find the contact list you want to rename
4. Click on the list to open it

What happens next: You'll see the contact list details page.

Step 2: Open Edit Mode

1. On the contact list page, look for Edit button
2. Click Edit (or find rename option)
3. Edit interface will open

What happens next: You'll see fields to edit list details.

Step 3: Change List Name

1. Find Name field:

   • Name field is editable
   • Current name is displayed
   • You can change the name

2. Enter new name:

   • Type the new list name
   • Make it clear and descriptive
   • Example: Change "List 1" to "Monthly Newsletter Subscribers"
   • Example: Change "Old List" to "Q4 Campaign List"

Note: Enter a clear, descriptive name for easy identification.

Step 4: Save Changes

1. Review your new list name:
   • Name is clear and descriptive
   • Name accurately describes the list
   • Spelling is correct
2. Click Save (or Save Changes)
   • List name will be updated
   • You'll see a confirmation
3. New name will take effect immediately

What happens next: List name will be updated and:

• New name appears in contact lists
• List is easier to identify
• Name is updated everywhere
• Contacts remain unchanged

Tips

• Use clear, descriptive names
• Include purpose or campaign in name
• Keep names consistent
• Update names when list purpose changes
• Review list names regularly

Troubleshooting

Problem: I don't see Edit option Solution: Check that:

• You have permission to manage contact lists
• You're viewing the contact list details
• Edit feature is available

Solution: Verify you have access to contact lists. Make sure you're viewing list details.

Problem: Name isn't saving Solution: Check that:

• Name field is filled in
• Name is valid
• Changes are saved

Solution: Verify name is entered and save changes. Check for error messages.

Problem: I want to change list type Solution: List type (Email or SMS) cannot be changed:

• Create a new list with correct type if needed
• Copy contacts to new list
• Delete old list if desired

Solution: Create a new list with the correct type. List type is set when creating and cannot be changed.