Manage Your Contact Lists

🎓 This article is for instructors.

Contact lists in CEU Events help you organize the people you communicate with about your events — registered attendees, prospects, past participants, your marketing team, and anyone else who should hear about your upcoming sessions. This article covers how to add new lists, update existing ones, and delete lists you no longer need. All of these actions happen from the Contacts menu in your CEU Events account.

Before you begin

• You must be logged in with an instructor account.
• For importing a new list, have your contact data ready in a spreadsheet or CSV with these columns: email, first name, last name, and zip code (zip code is optional).

How to add a new contact list

Adding a contact list is done through a CSV import. CEU Events provides a template so your file is formatted correctly.

1. Sign in to www.ceuevents.com using your instructor account credentials.
2. Click on the Contacts menu.
3. Click +List.
4. Download the template by clicking the link provided in the description.
   
5. Open the template and do not alter the headers (email, first name, last name, zip code).
6. Add your contact data, then save the file as a CSV (comma-separated values).
7. Enter a meaningful name for your contact list — something you'll easily recognize later, like "Chicago Architects" or "7/23/23 Event at Company Name".
8. Click Select, then locate and upload the CSV file you created.
9. Click Continue.

Your new contact list is now saved and visible in the Contacts menu.

💡 Tip: Create a list called *Myself with just your own contact info. When you send event invitations or reminders, you can select the *Myself list to receive a copy of the communication — giving you peace of mind and a record of what's been sent.

How to update an existing contact list

Once a list exists, you can rename it, add new contacts, or remove contacts.

Rename a contact list

1. Sign in to www.ceuevents.com using your instructor account credentials.
2. Click on the Contacts menu.
3. Locate the list you want to rename and click Edit.
4. Enter the new name and click Submit.

Add a contact to an existing list

1. Sign in to www.ceuevents.com using your instructor account credentials.
2. Click on the Contacts menu.
3. Locate the list you want to update and click Contacts.
4. Click +Contact at the bottom of the list.
5. Enter the new contact's information, then click Add.

Remove a contact from an existing list

1. Sign in to www.ceuevents.com using your instructor account credentials.
2. Click on the Contacts menu.
3. Locate the list you want to update and click Contacts.
4. Click Delete next to the contact's name.
5. Click OK to confirm.

How to delete a contact list

If you no longer need a contact list, you can remove it entirely.

1. Sign in to www.ceuevents.com using your instructor account credentials.
2. Click on the Contacts menu.
3. Locate the list you want to delete and click the X button.
4. Click Confirm.

The list is permanently removed from your account.

⚠️ Important: Deleting a contact list is permanent and irreversible. There's no way to restore a deleted list, so make sure you really want to remove it before confirming. If you think you might need it later, consider exporting your contacts first or simply leaving the list as-is.

Best practices

• Use meaningful list names. A name like "7/23/23 Event at Company Name" is much more useful six months later than "List 1".
• Maintain a *Myself list. Adding yourself to every communication keeps your inbox in sync with what your audience receives.
• Organize by purpose or event. Build lists around specific events, locations, or audience segments so you can target communications precisely.
• Audit your lists periodically. Remove outdated contacts, merge similar lists, or rename unclear ones to keep your contact management tidy.
• Keep your CSV templates intact during import. Don't change the header names or add extra columns — the import depends on the exact template structure.

Troubleshooting

• Your CSV upload isn't working. Confirm you used the provided template, didn't change the header row, and saved the file as a .csv. If issues persist, contact CEU Events support.
• You deleted a list by mistake. Unfortunately, list deletion is irreversible. You'll need to re-create the list and re-import your contacts. If you have the original CSV file, the re-import takes just a minute.
• A contact you added isn't appearing in the list. Try refreshing the page. If they still don't appear, confirm you clicked Add after entering their info. If the issue persists, contact CEU Events support.
• Still having trouble? Contact CEU Events support and we'll help.