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].
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.
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".
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.
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].
Note:
- You can upload until 100 MB or 500,000 records per record list and Do Not Call List (without the Extra Data fields).
- The maximum number of API requests, per second and per account, is 25.
- The maximum number of records per request in bulk create, and update is 100.
- The maximum number of bulk, create and update records per second, is 2500.
- The exception in the limits is the bulk delete endpoint, which limits are: one request per second and 200 records per request.