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How to Add a List

How to Add a List

A list is simply a container for the lead file. Every campaign needs at least one list. You can keep loading leads into one list or create and manage different lists in one campaign.


Step 1. Login to your manager portal using your Admin credentials.


Step 2. Click on Lists and then Add a New List in the left menu.


Step 3. Enter a numerical name, between 3-8 characters, greater than 99 for the List ID. Note: This field is NOT editable once submitted.


Step 4. Enter a name, between 2-20 characters, for the List Name. Enter an optional List Description.


Step 5. Select the Campaign that you want this list added to from the drop down menu.


Step 6. Select from the dropdown if you want this list Active or Disable if you do not want active.


Step 7. Click Submit.


Step 8. You will receive a confirmation at the top and your list settings will appear for further configuration, if desired.