Introduction
The Contact lists tab offers the option of creating two types of list:
- Static lists that can be updated by manually uploading a file;
- The active lists updating automatically by fetching the file over an SFTP.
To create a new list, start by filling in the creation form after clicking Create a list.
Creation form
In order to create a new list, you need to fill in the following information:
List name: corresponding to the name of the list to be entered.
Group: the group to which the list belongs. Only people belonging to this group can access the list.
Type : definition of the type of list update (static list or active list).
Course
Once the list has been created, you are redirected to the list configuration path, and more specifically to the first step which consists of loading your file.
The configuration steps are performed one after the other. It is possible to return to a step that has already been validated using the Back button.
It is possible at any time to quit and save your progress by clicking on the button at the top right provided for this purpose:
- Quit returns you to the list details;
- Save and Exit saves the already filled items of the current step and moves to the list detail. It is necessary for the mandatory configuration items in this step to be completed in order to save.
It is possible to resume the configuration at the last step that has not been validated.
Conclusion
Once you've finished you can move on to: