Lists

This article will provide you an overview of the Lists section and it's functionality: 

1. Navigate to the lists tab by selecting "Lists" on the left-hand side:

2. Search for a specific lead list using the "Search anything..." field:

3. Apply filters for a specific campaign or list by clicking the "Filters by Lists or Campaigns" field:

4. From the action button next to each list you can perform the following actions:

Edit: Allows you to edit the list. Which includes changing it's name, Status, Campaign as well as Resetting or Emptying the list.

Export Excel: Export the list to an Excel file.

Export CSV: Exports the list a CSV file.

Reset: Resets the lists in the list.

Delete: Delete leads from the list (Please note that this takes time and deletes 300 leads at a time).

List States: Review the Lead and Last call statuses.

5. Create a new list by clicking 'Create':

6. Provide a name for your list:

7. Choose the status of your list:

8. Associate the list with a campaign by selecting from the drop-down menu:

9. The chosen campaign will own the list, and a list can only be dialed on a single campaign at a time:

10. Determine the rank of the list by clicking 'List Rank' influencing its priority in the campaign:

11. Import a list by clicking "Import":

12. Upload the file associated with the list by clicking "Upload File":

13. Review useful tips for the list file:

14. Proceed to the next step by clicking "Next":

15. Here you have to map the Squaretalk fields and link them to your file columns via the drop-down menus:

16. After mapping, click "Next" to proceed to the next step:

17. In the third step 'Result' you can:
Choose the list for lead import.
Decide actions for duplicate leads.
Specify the country for the numbers.
Apply duplicate checking and choose the level.
Apply blacklist status to specific numbers.

18. Choose the list for lead import by clicking "Please Select":

19. Select the list from the drop-down menu:

20. Decide how to handle duplicate leads: update existing entry, create a new entry, or ignore the new entry:

21. Choose how duplicate checking will be performed: at list level or campaign level:

22. Choose from the drop-down menu:

23. Choose whether to add leads to a blacklist:

24. Select either from the campaign blacklist or system blacklist:

25. Once done click "Next" to start the upload of the list, please note this will take some time especially if it's a large list.
It is recommended you upload lists with up to 70 000 leads at a time.

Video Guide:

• Related Articles

• Leads

  This article will provide you an overview of the Leads section and it's functionality: 1. Navigate to the leads tab by clicking "Leads" on the left-hand side: 2. Use the "Search" field to locate specific information such as phone numbers, names, or ...

• Settings - Customization

  This article will provide you an overview of the Customization settings of Matrix: Custom Fields 1. To create and manage Custom Fields, navigate to the Matrix settings by selecting "Settings" on the left-hand side of the menu: 2. Access the custom ...

• How to create and manage Users

  This article will provide you an overview of the Users section and it's functionality as well as how to create users: 1. To create users navigate to the "Users" tab located on the left-hand side of your screen where the menu options are displayed: 2. ...

• Campaigns

  This article will provide you an overview of the Campaigns section and it's functionality: The Campaigns are made up of lists that contain leads. Which you can then assign agents utilizing the Matrix's predictive dialer to call these leads. You can ...

• Settings - Communication - Ext creation & Phone number management

  This article will provide you an overview of the Communication section and functionality within the Settings of Matrix Extension Creation and management: 1. Navigate to your Matrix settings by clicking "Settings" on the left-hand side: 2. Under the ...