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Uploading a List

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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 Upload record list [2].

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3. In the window that opens, you can upload an existing recording list in the CSV format to the Lists’ manager. If you have doubts concerning the CSV template, hit Download list template [3]. The CSV must include the records’ phone numbers.

4. Click Upload file [4].

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

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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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5. To assign lists to campaigns, select Campaigns [5] and pick the one you want to edit.

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6. Go to the Lists tab of the campaign, and click Assign record lists [6].

7. Choose the lists from “Record lists” [7], and click Assign [8].

 

Transferring 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 in Upload DNC list [3].

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4. In the window that opens, you can upload an existing DNC list in the CSV format [4]. If you have any doubts concerning the CSV template, hit Download DNC list template [5].

5. Name your list [6].

6. Click Upload file [7].

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

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

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You can also see the record (phone number and expiration date) inside the DNC list.

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7. 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 Assign DNC lists [9].

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

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