How to Make a List

Managing a call list is a routine task in any communications software, so it’s essential that you learn the basics! To get started, lets go over the different ways to create a call list:

Importing a Call List

Call lists can be imported using a CSV file format. CSV stands for comma-separated values, and looks something like this:

First Name, Last Name, (555) 555-5555, Address

In order to import a contact list, follow these steps:

1. Save a Microsoft Excel spreadsheet as a CSV file
2. Go to “Contacts” and then click the yellow “Import” button
3. Complete the Import Wizard

Import List Tutorial

Searching for a Call List

Lists can be created using a search profile. By using a search profile, the list will be updated every time the campaign is run, to provide the most up to date list. To get started, simply follow these steps:

1. Go to “Contacts” & click “Search”
2. Complete the form
3. Click save

Search for a List Tutorial

Create a List from Campaign Results

Lists can be created by saving campaign results. To get started, simply follow these steps:

1. Go to “Campaigns” & click on a Campaign
2. Click “Campaign Details”
3. Click “Save As Contact List”

List from Campaign
Results Tutorial