PowerLists

Create and manage dynamic contact lists for targeted campaigns and automated customer segmentation

📋 PowerLists

Create and manage intelligent contact lists with powerful filtering, automated segmentation, and comprehensive campaign tracking for maximum outreach effectiveness.

📊 PowerLists Overview

Organize and track your contact lists with advanced filtering, comprehensive analytics, and detailed performance metrics for optimal campaign management.

📈 PowerList Fields

Field	Description	Example
#ID	PowerList identifier	1, 2, 3, 4, 5, 6
Active	List status indicator	Active/Inactive toggle
ID	Unique list code	MjcxNT14, MjcxNTIy, MjcxMzQw
PowerList	List name/description	Dev Test, Excel File Upload Test, Testinggg
# Uploaded	Total contacts uploaded	3595, 784, 1455, 0, 3, 43
# Dialed	Contacts called	0, 0, 0, 0, 1, 2
# Daily Dialed	Daily call volume	0, 0, 0, 0, 2, 2
# Removed	Contacts removed	0, 0, 0, 0, 0, 0
Created At	Creation timestamp	08-04-2025 10:57 AM

➕ Creating PowerLists

🚀 New PowerList Creation

New PowerList

Create new contact lists for campaigns
Button: “New PowerList” - Start list creation wizard
Options: Upload files, import data, manual entry

Contact Fields

Configure contact data fields and structure
Setup: Define custom contact fields
Mapping: Map uploaded data to fields
Validation: Ensure data quality and format

Dispositions

Manage call outcome classifications
Categories: Success, busy, no answer, voicemail
Custom: Create specific disposition types
Tracking: Monitor call result patterns

Upload Data

Import contact data from various sources
File Upload: CSV, Excel file imports
Bulk Import: Large dataset processing
Format: Validate data before upload

PowerList Form Fields

Essential form configuration for list creation
Profile: Select dialer profile for list
PowerList Name: Unique identifier for the list
Required: Name and profile fields mandatory

Field Mapping Setup

Map spreadsheet columns to contact fields
Lead Name: Map to contact name fields
Lead Mobile: Map to phone number fields
Custom Fields: Configure additional data mapping

Data Import Options

Multiple file format support for data import
Spreadsheet: Excel and CSV file uploads
Validation: Data format verification
Preview: Review data before final import

Profile Assignment

Associate PowerList with dialer profiles
Profile Selection: Choose from available profiles
Campaign Integration: Link to calling campaigns
Configuration: Automated dialing settings

🔄 PowerList Workflow

📈 List Lifecycle

List Creation

📝 Creating New PowerLists:
- Click "New PowerList" button
- Choose import method (file/manual)
- Upload contact data
- Configure list settings

Import Options:
✅ CSV file upload
✅ Excel file import
✅ API integration
✅ Manual contact entry

⚡ PowerList Actions & Controls

🎛️ List Management Actions

From the interface, you can see several action options (⋮) next to each PowerList:

Active/Inactive Toggle

Control list availability for campaigns
Active: Available for dialing campaigns
Inactive: Paused, not available for use

More Actions

Comprehensive list management options
Access: Click more options (⋮)
Actions: Edit, delete, duplicate, export , reset , view

Performance Tracking

Monitor list effectiveness and metrics
Metrics: Upload, dial, removal statistics
Analytics: Daily performance tracking

✏️ Editing a PowerList

To modify an existing PowerList, use the Edit PowerList interface as shown below:

🛠️ PowerList Edit Interface Breakdown

Section	What You Can Edit/Configure
PowerList Member & Name	View/update the PowerList’s display name and assigned member
Max Contacts & Disposition	Limit the number of contacts in the list and set max allowed disposition (call) attempts
Dialing Controls	Set dial-at-a-time, max attempts per contact (daily/total), and customize dial timeout
Priority & Automation	Adjust priority, set next PowerList logic, choose to ignore DNC (Do-Not-Call) as needed
Tags & Agent Controls	Assign tags, select callback agents, enable/disable reset for dialed contacts, and set cooldown
GHL Integration	Pick “GHL Location”, set “GHL Tag on Disconnected” for tight external platform integrations
Custom Fields/Dispositions	Create custom fields and dispositions with specified actions/results (e.g., “No Action”)
Upload & Import Data	Drag-and-drop CSV/Excel to add records; use mapping tool to align import fields with PowerList

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✏️ How to Edit a PowerList

1. Click on the More Actions (⋮) beside your PowerList.
2. Choose Edit.
3. Update any field/setting in the Edit interface.
4. Click Save to apply your changes.

You can optimize calling efficiency, automation, compliance, and agent workflow by fine-tuning PowerList settings.
Use clear list names and relevant tags to keep management simple.

🎯 Campaign Integration & Usage

🚀 Campaign Assignment

Voice Campaign Integration

Seamlessly integrate PowerLists with voice campaigns
Assignment: Direct list-to-campaign mapping
Automation: Automated dialing from lists

Multi-Campaign Support

Use single lists across multiple campaigns
Efficiency: Maximize list utilization
Tracking: Monitor cross-campaign performance

A/B Testing

Test different approaches with list segments
Segmentation: Split lists for testing
Comparison: Compare performance metrics

Exclusion Management

Manage do-not-call and exclusion lists
Compliance: Automatic exclusion handling
Protection: Prevent unwanted contacts

📈 Real-time Campaign Tracking

Monitor your PowerList performance within active campaigns:

🎯 Campaign Metrics

• List Assignment: Which campaigns are using each list
• Dialing Progress: Real-time calling activity tracking
• Daily Performance: Day-by-day dialing statistics
• Contact Status: Track contact lifecycle within campaigns

📊 Performance Analysis

• Conversion Rates: Success rates by PowerList
• Contact Quality: Effective vs removed contacts
• Campaign ROI: Return on investment per list
• Optimization Insights: Data-driven improvement recommendations

🔄 Data Management & Quality

📁 Import/Export Operations

File Upload Support

Import contacts from various file formats
Formats: CSV, Excel, TXT files
Validation: Automatic data validation during import

API Integration

Programmatic PowerList management
Real-time: Live data synchronization
Automation: Seamless system integration

Export Options

Export PowerList data in multiple formats
Formats: CSV, Excel, JSON
Filtering: Export specific segments or full lists

Data Validation

Ensure contact data quality and accuracy
Validation: Phone, email format checking
Cleanup: Remove invalid or duplicate contacts