Uploading, Field Matching, and Understanding Phone Lists

To add phone lists, go to the Lists tab on the program navigation bar.

Click Add List. At the pop-up menu, provide a name for the list or leave this field blank to adopt the uploaded filename. You’ll also have the option to define your list as:

a) Target List: the list of phone numbers that will be dialed to deliver your message.
b) Suppression List: a list of phone numbers that will NOT be dialed if selected.
c) Global Suppression List: phone numbers on this list will be automatically scrubbed out from any programs run by this user (regardless the Client). Global suppression lists won’t have to be selected when creating the Schedule, the system will automatically remove the numbers contained on this list from all future schedules.
d) Client Automatic Suppression List: similar to Global Suppression lists, but only apply to the specific Client this program was created for.

Next, choose your file and upload your list by clicking Create a List. The system accepts .csv, .txt, .xls, and .xlsx file types.

Once you upload the file, the next step is matching the appropriate data fields from your list to the echo19 system. This is important to make sure your list is read correctly. The fields you match will be carried over to the results file after the call program completes. You can match as many columns as you want, but make sure that there is a column set to phoneNumber, as this is the data that will be used to dial. This is the only column required to place the calls.

Once the system has processed your list, you’ll see a count of unique phone numbers in your list. You also have the option to split the list Randomly, by Timezone, or by a field in the phone list. For this, click on the Split action button.

Please contact us at support@echo19.com if you have any questions.