How to Fill Out the Form to Create a List – Numberly

Introduction

The Contact Lists tab allows you to create two types of lists:

Static lists: These can be updated individually or from a file as needed.
Dynamic lists: These update automatically by retrieving the file from an SFTP server.

To create a new list, start by filling out the creation form after clicking Create a list.

To create a new list, you must provide the following information:

List Name: Name of the list to be created. This field can be edited after the list is created;
Description: description of the list, if necessary. This field is optional and can be edited after the list is created;
Group : the group to which the list belongs. Only members of this group can access the list;
Type : definition of the list update type (static or dynamic);
Expiration Date: the date on which the contact list will be automatically deleted. This field is optional and can be edited after the list is created. A campaign associated with an expired contact list cannot be routed.

Once this form is submitted, the list will be created.

Once the list is created, you will be redirected to the list configuration process, which begins with uploading the file.

The configuration steps are performed one after the other. You can navigate between these steps using the buttons:

Continue: moves you to the next step and saves the current step;
Back: allows you to return to the previous step. Any changes will then reset the subsequent steps that have already been confirmed.

You can exit the wizard at any time by clicking the Exit button in the top-right corner. This does not save the current step.

You can also resume the configuration from the last unconfirmed step.

Once you have completed the creation form, you can begin configuring the list and proceed to the file upload step: How to upload a file.