Once the list is created, users will need to load it into the Admin Portal.

This is done from the Scheduled Dialouts page, which you will find listed in the left-hand Navigation Pane: Configure > Outreach > Scheduled Dialouts.

Loading the List

Once on the Scheduled Dialouts page:

  1. Click the Import button to load your list.

    Loading the List

  2. When you click Import, a new dialog box will open and you will be prompted to browse to the location of the file you want to load.

    Loading the List

  3. Use the Browse button to search for the file from your own hard drive or network drives.
  4. If the .csv file includes the column headers, make sure to click the Column headers are included (first line will be ignored) box.

    Loading the List

  5. Once you've selected your file, click the OK button. The following message will appear and will stay on the screen while the file loads:

    Loading the List

  6. Once the list is loaded, users will be able to see all individual entries contained within the list.

    Loading the List

    Use the bottom scroll bar to see all the columns, and if there are more entries than can fit on one page, you can use the side scroll bar to see the other entries.