How do you create a contact list step by step?

Introduction

On Contactly, the Contact Lists tab allows you to create two types of contact lists:

• Static lists that can be updated by manually uploading a file;
• Active lists that update automatically by fetching the file from an SFTP server.

Create a static list

1. Click Create a list from the Contact Lists tab

2. Fill out the creation formspecifying, in particular, the type of static list

   For uploaded files only, the delimiter is selected automatically.

3. Then upload a file, more details on accepted file types at this article.
4. Associate a contact field with a distribution channel
5. Next, define the content of each column
6. Confirm the summary step

Create an active list

1. Click Create a list from the Contact Lists tab
2. Fill out the creation form, including the type of active list
3. Select the file to initialize the list
4. Assign a contact field to a distribution channel
5. Next, define the content of each column
6. Configure the import to set the frequency of directory searches
7. Confirm the summary step

Conclusion

Once the list has been created, it can be viewed from the Contact Lists tab.