Manage leads and lists in Dialpad Dialer

Efficiently manage your outreach targets from the Audience overview page. Here, you can organize lead data, segment your lists, and track past file imports.

Who can use this

To use the Dialpad Dialer, you must be on a Dialpad Sell Premium plan, or Dialpad Support with the Dialer Add-on.
Company, Office and Contact Center Admins can manage campaign audiences.

Audience overview

To access the Dialer Audience overview, go to dialer.dialpad.com and select Audience.

Here, you can see different overviews for Leads, Lists, or Imports.

Leads overview

The Leads overview lets you easily view and search leads within the Dialer directory.

The Leads table displays the contacts:

• First name

• Last name

• Primary phone number

• Job title

• Company name

• Import source

• Created date

Import leads from a CSV file

To import a CSV file of leads, go to dialer.dialpad.com

1. Select Audience

2. Select Imports

3. Select Import

4. Drag and drop your CSV file

5. Select continue

Notes

CSV files must:

• Contain column headers.

• Contain columns for first and last name.

• Contain a column with valid phone numbers in E.164 format (e.g.+15551234567).

• Contain email addresses less than 50 characters.

Use the template for the fastest file creation.

Create and manage Lists

Lists are reusable audiences for campaigns. You can build lists from CSV imports, dynamic rules, or filter snapshots. Manual list building is not yet available.

To view lists,  go to dialer.dialpad.com and select Audience, then Lists.

The Lists Overview displays the following list details:

• Name: Name of the list.

• List size: Number of leads in the list.

• Campaign usage: Percentage dialed.

• Created: Date the list was created.

• Updated: The last time the list was updated.

To create a list, go to dialer.dialpad.com

1. Select Audience

2. Select Lists

3. Select Create list

4. Name the list

5. Add Dynamic rules that automatically include leads matching selected filters

6. Filter snapshots to create a one-time list of leads that match selected criteria
   

7. Select Create campaign

Duplicate or delete a List

To delete or duplicate a list, go to the Lists Overview, select the options menu, then select Duplicate or Delete.

Deleting a list permanently removes the list. Deleting a list does not affect active, scheduled, or paused campaigns that already use that list.