If you want to upload a record list with phone numbers, follow these steps:
1. Go to Lists [1].
2. Click on Add record list [2].
- Choose a name for the record list [3]. The maximum number of characters is 120.
- 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].
Note: The records limit defined for the CSV is 250,000 records.
If the number of records in the file is higher, a pop-up message is displayed informing you that the upload isn’t possible.
Once the upload is complete, the list appears under "Lists".
There is a limit in place of the maximum amount of records in record lists that are allowed. That limit is 250,000 records. When the number of records reaches 80% of this value (200,000 to 249,999), a chip is displayed in the top right corner.
There is also a limit on the number of lists and DNCL allowed by each account: 200 lists and 60 DNCL. When the numbers reach 80% of the maximum capacity, you’ll see the “Close to limit” message.
When the value reaches the limit, then the chip is updated to “Limit reached” and it won’t be possible to upload more lists to the account until other lists are deleted. The button to upload more lists and DNCL will be disabled and a tooltip is displayed if the mouse stays over the button.
If you click on your list name, you will see all the mandatory fields, in a new window.
7. To assign lists to campaigns, select Campaigns [7] and pick the one you want to edit.
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:
1. Go to Lists [1].
2. Choose Do not call [2].
3. Click on Add Do Not Call list [3].
- Choose a name for the do not call list [4]. The maximum number of characters is 120.
- Choose a CSV file [5] with the necessary fields. If you have doubts regarding the CSV template, hit Download template [6].
Note: The CSV must include the records’ phone numbers.
6. Click Upload file [7].
Once the upload is complete, the list appears under "Lists".
You can also see the “Do Not Call List” details (phone number and expiration date per record) inside the section.
6. To assign lists to campaigns, select Campaigns [8] and pick the one you want to edit.
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].
Notes:
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You can upload until 250,000 records per record list (with the Extra Data fields).
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The maximum of record lists per account is 200 and "Do not call" lists is 60.
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The maximum number of API requests, per second and per account, is 25.
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The maximum number of records per request in bulk create, and update is 100.
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The maximum number of bulk, create and update records per second, is 2500.
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The exception to the limits is the bulk delete endpoint, which has the following limits: one request per second and 200 records per request.