Skip to main content

​
What are Lists?

Lists are named groups of contacts — the raw material for outbound calling. You build a list once (from a CSV file, from other lists, or by picking contacts you already have), then point a batch at it. A contact can belong to any number of lists, and removing a contact from a list never deletes the contact record itself. The Lists page does not appear in the sidebar navigation. You reach it:
  • Directly, at the /lists URL of your workspace
  • Via the Create List link shown when adding calls to a batch
  • From the lists panel on the Contacts page (toggle Show lists), where you can also rename and delete lists

​
The Lists page

The Lists page is a standard table workspace: an All tab plus any saved views, search, Filters, sort controls, a CSV download of the table, a refresh button, and the New List action on the right. Click any column header to sort. Click a row to open the list’s detail pane on the right. Each row also has a ⋯ menu with View, Edit (rename), and Delete — deleting shows a Delete List confirmation (“Are you sure you want to delete this list? This action cannot be undone.”). Deleting a list removes the list only; the contacts in it remain in your contact book.

​
Creating a list

Click New List and choose how you want to fill it:
  • From Existing List — combine or subset lists you already have
  • From File — import contacts from a CSV file
  • From Contacts — hand-pick from your existing contact book
Whichever you choose, step one is the same: a Create List From File / Existing List / Contacts dialog asks for a Name (placeholder: List name). Names must be unique within your team (case-insensitive), at most 255 characters, and cannot end in a space. Click Create List — the list is created immediately, then the dialog moves on to adding contacts using the method you picked. You can also create a list from the Contacts page (select contacts, then use the bulk Add to List action — see Contact Bulk Actions) or via the Create List link inside the batch call-adding flow.

​
Three ways to add contacts

Every list supports the same three intake methods, both at creation time and later from the list detail pane (the Add Contacts dropdown offers From Existing List, From CSV File, and From Contacts).

​
From a CSV file

The Add Contacts from CSV dialog accepts a drag-and-drop or browsed CSV file (up to 50MB). A Download CSV Template button gives you a correctly formatted starting point. As the dialog explains: the CSV should contain columns First Name, Last Name, Phone Number; optional columns are Full Name, Email, Address, Status, Age, Gender, Location, Title. Header matching is flexible (e.g. phone, Phone Number, and phone_number all work), and if only Full Name is supplied it is split into first and last names automatically. Phone numbers are normalised to international format automatically — 0412 345 678, (08) 9123 4567, and +61 412 345 678 all become +61… numbers. After parsing, a Review Contacts dialog shows:
  • Valid rows, pre-ticked, with Name, Phone Number, and Email
  • A warning panel listing rows that do not match the required format (e.g. +61 412 345 678), with the reason for each
  • Duplicate phone numbers within the file are skipped silently
The review step also lets you map extra CSV columns onto a custom variable type, so imported rows carry structured data your scripts can use — the same mapping described in Importing & Exporting Contacts. Untick anything you don’t want, then click Add Selected. Large imports run in the background: you can close the dialog and you’ll be notified when the process completes. Rows whose phone numbers already exist in your contact book are linked to the list rather than duplicated; genuinely new numbers become new contact records.

​
From an existing list

Add Contacts from Existing List shows your other lists (each with its contact count) with a search box (Search lists…). Tick one or more source lists, then continue to a Review Contacts dialog where the combined membership is deduplicated by phone number and contacts already in the destination list are excluded — a note on the dialog flags when that happened — before you confirm the final selection.

​
From your contact book

Add Contacts to List shows your existing contacts with a search box (Search contacts…). Contacts already in the list are hidden, and duplicates by phone number are filtered out. Tick the ones you want and click Add Selected Contacts.

​
List detail

Clicking a list opens the List Details pane, headed by the list name with an edit (pencil) button for renaming, a Wash List button, and a Create Batch button. The summary shows: Below that, a collapsible Contacts section shows the member count and a searchable table with sortable Name, Phone, Calls, and Last Contacted columns. Select rows with the checkboxes to enable the Delete button, which removes the selected contacts from the list only after a confirmation. Before any members are added the table reads No contacts in this list yet.

​
DNCR status badges

Next to each phone number, an icon badge shows the contact’s Do Not Call Register status, with a tooltip explaining it: Wash results stay fresh for 30 days; after that the badge reverts to Not washed. Full detail on washing, overrides, and how DNCR status is enforced on calls lives on DNCR Washing.

​
Wash List

Wash List submits every phone number in the list to the Do Not Call Register in one action (the button shows Washing… while it runs). Numbers already washed within the last 30 days are skipped rather than re-submitted. When it finishes you get a summary toast — how many numbers were processed, how many are on the DNC register (or All numbers are safe to call), and how many invalid numbers were detected — and the badges in the contacts table update. If numbers were submitted but no results came back, the app reports a failed wash and prompts you to check your DNCR credentials.

​
Create Batch

Create Batch on the list detail creates a new draft batch named after the list (e.g. Spring Callback Batch for a list named Spring Callback) and takes you straight to that batch’s Settings tab. There, add the list under List allocation to queue its members, set per-list priority and quotas, and configure the schedule — see Source Lists, Allocation & A/B Testing. On a free trial, batch creation may be gated; the app prompts you to upgrade if you’ve reached the limit.

​
Lists feed active batches live

A list attached to a batch is a living connection, not a one-off snapshot:
  • When you save a batch’s List allocation, the current members of every active source list are synced into the batch queue immediately (the save button reads Saving & syncing…).
  • While the batch’s scheduler is active, the platform keeps watching its source lists. Contacts you add to a list later — by CSV import, from another list, or by hand — are folded into the batch queue automatically and scheduled under the same calling rules, without you touching the batch.
  • Removing a list from a batch cancels the queued calls that came from it.
This makes lists a natural intake point for ongoing campaigns: keep appending new leads to the list and any active batch fed by it picks them up. Details of ordering, quotas, and deduplication are on Source Lists, Allocation & A/B Testing.

​
Next Steps