Create a new contact list


Prerequisites
  • Outbound > Contactlist > Add, Delete, Edit, View permissions
  • Outbound > Attemptlimits > View to add an attempt limit to the contact list
  • A file to upload in .csv format

To create a contact list, upload records in comma-separated value (.csv) format. If the contact list entry exists, see append records to a contact list.

      1. Click Admin.

      2. Under Outbound Dialing, click List Management.

      3. Click the Contact Lists tab.

      4. Click Create New.

      5. Type a unique name in the Contact List Name field. Names can contain spaces, numbers, and special characters, but must be unique.

      6. Select a division from the Division box, or accept the default Home division. If a campaign is not assigned to a custom division, it belongs to the Home division by default. See About Access Control and Divisions overview.

      7. Click Browse.

      8. Select a .csv file and click Open. A list of sample rows are presented.

        Figure shows sample rows of data.

      9. Below Contact List Numbers, select a column containing phone numbers from the Phone Number Column box. 

      10. Select the type of number, for example home, work, or cell from the Phone Type box.
      11. If your contact list contains a column that contains the time zone of a phone number, select that column from the Time Zone Column box. This step is a prerequisite for configuring callable time sets. If you plan to use automatic time zone mapping, skip this step.

      12. If you want the system to determine compliant dialing times for the phone numbers in the contact list, click Yes under Automatic Time Zone Mapping. Automatic time zone mapping is supported for United States, Canadian, and Caribbean area codes and United States zip codes only. For more information, see Automatic time zone mapping overview.

      13. If your contact list contains a column that contains the zip code, select ZIP from the Zip Code Column box. Blank zip codes are allowed. For best results with automatic time zone mapping, use both phone numbers AND zip codes.
      14. To classify other telephone number columns in the contact list, repeat steps 6–12.

      15. To expand advanced options, click the caret next to Advanced.

        Figure shows caret that when clicked, expands advanced options section

      16. (Optional) Select an entry from the Attempt Control list. Attempt controls restrict the number of calling attempts to a contact record or phone number in a given day or in total. For additional information, see How to limit contact attempts

      17. (Optional) Select a column from the Unique Identifier Column.

        What is a unique identifier?

        A unique identifier is useful if you will append this list with more data in the future. If you specify a unique identifier column, such as a customer id or account number, the append process can match incoming data with existing contacts.

        Figure shows an account number column selected as the list's unique identifier.

        Without a unique identifier, the entire row is the primary key. If you append a modified record, a subsequent upload appends that record as a new row, even if an existing row has the same identifier. With a unique identifier, the system replaces existing record instead.

        Custom contact list ID columns cannot contain special characters, such as a backslash. Compose a unique identifier from alphanumeric characters, excluding spaces, backslashes, and these special characters that don’t work with URLs:

        – . _ ~ : / ? # [ ] @ ! $ & ‘ ( ) * + , ; =

        Tip: A .csv file must not include any blank rows at the end of the data, which can cause an import failure.
      18. To preview dial specific contacts, even if the campaign is not running in preview mode, select a preview mode column and one or more corresponding values. In the example below, a contact with WorkNumber equal to 3174134246 is always preview dialed.

        Figure shows how to always preview dial the contact whose account code is 3799.

        For example, set a VIP flag for a high-value contact to ensure that the system always preview dials a record and therefore never abandons it.

        Tip: Configure preview mode when you initially create the contact list. You cannot set up this feature later while appending records.

      19. Click Save. The system adds the new entry to the data grid of Contact Lists with progress and error indicators. While records are uploading, a progress indicator appears next to the contact list name.

        contact_list_import_indicator

        When the upload completes, a message appears.

        Figure shows popover that appears when a list the upload ends.

    Contact and contact list limits
    • The character limit for data in contact list header columns is 128 characters. An error message appears if this new contact list exceeds that limit, but an entry does not appear for it in the Event Viewer.
    • The character limit for data in contact list column entries is 512 characters. An error message appears if any contact columns in this new list exceed that limit, and an entry appears for it in the Event Viewer.
    • The limit for number of columns in a contact list is 50 columns. An error message appears if this new contact list exceeds that limit, but an entry does not appear for it in the Event Viewer.
    • The contact lists per organization limit is 1000.  An error message appears if adding this new contact list exceeds that limit. Delete old or obsolete contact lists as needed and click Save again to complete the new contact list configuration.
    • The contacts per organization limit is five millionYou cannot add, import, or append new contacts if the total number of contacts in the organization exceeds that limit. Delete old or obsolete contacts as needed and then add, import, or append the new contacts.