Uploading a List

If you want to upload a record list with phone numbers, follow these steps:

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1. Go to Lists [1].

2. Click on Add record list [2].

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  1. Choose a name for the record list [3].
  2. Select a CSV file with the necessary fields. If you have doubts concerning the CSV template, hit Download template [4].

Note: For guidelines about mandatory and extra fields, please consult this article. To read about CVS configuration, click here.

5. Pick one of the available “Duplicates” [5].

The options are:

  • Phone number: As the unique identifier for duplicate checking.
  • External ID and Provider: As the unique identifier for duplicate checking.
  • No duplicates: Checking logic.

Note: For more information on mandatory and extra fields, please consult this article. To read about CVS configuration, click here.

6. Click Upload file [6].

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Once the upload is complete, the list appears under "Lists". 

The list can have the following statuses:

  • Validating: The records are being validated by Talkdesk Dialer.
  • Validated: The record list has at least one validated record. 
  • Invalid: All records in the list were invalid. The record can be invalid due to several reasons: invalid timezone, invalid fields, invalid phone number, missing mandatory fields, among others.
  • Corrupted: The file is corrupted. Try again, and, if the problem persists, contact support. 

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If you click on your list name, you will see all the mandatory fields, in a new window.

 

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7. To assign lists to campaigns, select Campaigns [7] and pick the one you want to edit.

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8. Go to the Lists tab of the campaign, and click Add record lists [8].

9. Choose the lists from “Record lists” [9], and click Apply [10].

 

Uploading a “Do not call” List

If you want to upload a “Do not call” (DNC) list, follow these steps:

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1. Go to Lists [1].

2. Choose Do not call [2].

3. Click on Add Do Not Call list [3].

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  1. Choose a name for the do not call list [4].
  2. Choose a CSV file [5] with the necessary fields. If you have doubts redarding the CSV template, hit Download template [6].

Note: The CSV must include the records’ phone numbers.

6. Click Upload file [7].

 

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Once the upload is complete, the list appears under "Lists".

The “Do not call list” may have the following status:

  • Validating: The records are being validated by Talkdesk Dialer.
  • Validated: The record list has, at least, one validated record. 
  • Invalid: All the records in the list were invalid. The record can be invalid due to several reasons: invalid timezone, invalid fields, invalid phone number, missing mandatory fields, among others.
  • Corrupted: The file is corrupted. Please try again, and, if the problem persists, contact support.

 

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You can also see the “Do Not Call List” details  (phone number and expiration date per record) inside the  section.

 

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6. To assign lists to campaigns, select Campaigns [8] and pick the one you want to edit.

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8. Go to the Lists tab of the campaign, and choose Add DNC lists [9].

9. Select the lists that you wish to associate [10], and click Apply [11].

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