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Outbound

A list is not a campaign

Lists, profiles, penetration versus vertical, resets, and the guardrails around time and detection.

Learn it in 5 minutes

Outbound lists ยท foundation ยท 12 min full read

Outbound and autodial campaigns dial lists of contact records. The list has an order. The campaign has a run state and a dialing mode. Uploading a CSV does neither of those.

The disposition topic says you reset list position and dispositions on the lists currently loaded in that campaign. A list sitting in the library and a list loaded in the campaign are not the same moment.

From file to dialUploadThe CSV becomes a list.AdminFieldsnumber1 maps to a phonefield.AdminLoadThe list is loaded onthe campaign.CampaignModeA dialing mode isselected.CampaignRunThe campaign is running.CampaignDialRecords leave the top ofthe order.Campaign

Upload, load, run, then dial.

Worked example

Map a file

Name the column that becomes number1.

  1. Pick the phone column
  2. Say the campaign type
  3. Say the state required before dialing

You did not attach the file to an inbound campaign.

Uploading a CSV starts dialing. True or false?
Reset list position affects
number1 is
An inbound campaign is the right place for a sales list. True or false?
A reconciled list is on which roadmap?

Sources and go deeper

Ecosystem

Glossary. Web2Campaign: One of the API names on the APIs and SDKs page. APIs and SDKs

Sister technologies. RedSky. Emergency-location partner on the E911 data sheet. Not the ITSP. E911 data sheet

Config. Name the column that becomes number1.

Troubleshooting. Import succeeded yesterday. Load it, set the mode, start the campaign.

Cross-platform bridge. A mapping to another PBX or contact center is a teaching bridge. It is not an import button.

Future hook. The guide's cloud endpoint stays unset. Confirm before relying on a dated catalog or a case-study number.

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