List Upload for Hubs

Outbound Hubs need contact lists to process interactions, and these lists must be uploaded through the Hub dashboard. We’ll show you how to do it!

How to Upload a List?

Below is the procedure to help you upload a list to an Outbound Hub.

1. In the Supervision menu, go to "Outbound Hubs." From here, select the Hub from the list to which you want to upload a list for processing.

2. Once you access the Hub dashboard, click the "Upload" button.

After clicking the button, a pop-up will appear with the list upload system.

What Fields Should I Include in the List?

Here you can see which fields are mandatory and optional to include in the list you’re uploading.

Note!

Depending on the Hub channel, the fields you can include in the list will vary.

Lists for Telephony Hubs

For these lists, the only mandatory field is the number to be called.

• Numbers (*): You must include at least one number to call.
• Parameters: You can include custom parameters for use in forms.
• Content: Not necessary for this Hub.
• Template: Not necessary for this Hub.
• Time Zone: If you wish to include a custom time zone for the contact, you should add it in the format Continent/City or Country/City, for example: Uruguay/Montevideo. If no time zone is included, the campaign’s time zone will be used.
• Priority: You can include the priority of the contact. Not sure what contact priority is? Visit this guide
• Contact ID: You can include a contact ID for use in forms.
• Agent’s Phone: If using a Preview-type Hub, you can include the username to assign the interaction to that user.

Lists for Email Hubs

For these lists, the only mandatory field is the client's email address.

• Email (*): You must specify the email address to which the message should be sent.
• Subject: You must specify the subject of the email. If you configured a subject in the Hub settings and wish to use it, you can omit the subject in the list, and the configured subject will be sent.
• Parameters: If you wish, you can use parameters for both the subject and body of the email. If you are using a template with parameters.
• Content: You must specify the email content. If you configured a template in the Hub settings and wish to use it, you can omit the content in the list, and the configured template will be used as the message.
• Template: If a template is associated in the Hub settings, that template will be used as the message.
• Time Zone: If you want to include a custom time zone for the contact, you should add the time zone in the format Continent/City or Country/City, for example: Uruguay/Montevideo.
• Priority: You can include the contact priority. Not sure what contact priority is? Visit this guide
• Contact ID: You can include a contact ID for use in forms.
• Attachments: If you want to send an attachment, you can include the file path. Learn more about sending attachments with this guide

How to Upload an Attachment?

If you want to send attachments with emails, you can upload them from the Hub dashboard. We’ll show you how to do it!

1. To upload the attachment, you must first access the Hub dashboard.

2. Once there, click on the "Upload Attachments" button. Here you can select the file to send from your computer or drag and drop it.

3. The file will be uploaded automatically and will be available for sending.

4. To send it to the contacts on the list, click the three dots and select "Copy."

Then, in the list, add a new field for the contacts to whom you wish to send the attachment, which will be the path you just copied.

Lists for SMS or WhatsApp Hubs

• Numbers (*): It is necessary to include at least one number to call.
• Parameters: You can include custom parameters for use in forms.
• Content: Not necessary for this Hub.
• Time Zone: If you want to include a custom time zone for the contact, you should add it in the format Continent/City or Country/City, for example: Uruguay/Montevideo.
• Priority: You can include the contact priority. Not sure what contact priority is? Visit this guide
• Contact ID: You can include a contact ID for use in forms.

Uploading the List

Now that your list is ready, it’s time to upload it so the Hub can create the interactions. We’ll show you how to do it!

Step 1: Upload the File

First, upload a file from your computer or drag and drop it. Remember, the list can be an XLSX, ODS, CSV, or TXT file and should not exceed 50MB.

If you wish, you can also add column headers to guide you when matching the columns.

Step 2: Match

Once the list is uploaded, you must match the list’s information with the columns. If you added headers to your list, select the "Include headers" option.

To match the fields, we have two columns. On the left, we have the first row of the file, and on the right, the different fields we need to match with our list.

Let’s see an example

If the first field is a phone number, we should select "Numbers" from the options. If it’s a field we wish to ignore, we can simply select "Skip this column."

Step 3: Summary

Finally, you’ll see a summary with the selected columns and the list information associated with each. If you missed or incorrectly matched a column, you can go back and correct it.

List Statuses

The lists for Hubs can have three possible statuses.

Indicates that the list is deactivated.

Indicates that the list is being activated.

Indicates that the list is activated.

After Uploading the List

Once you upload the list, it won’t start processing automatically. You must make a few adjustments first. Ready? Let’s go!

Activate the List

Once you upload the list, the first thing you need to do is activate it. To do this, click on the three dots of the list and select the "Activate" option.

Depending on the number of records in the list, it may take a few seconds to activate. Once the list is correctly activated, it will show a green status.

Assign a Priority

When the list is activated, you can assign a priority to begin processing. To do this, click on the "Change Priority" button located in the lower-right corner.

You’ll see the list of active lists along with their priorities. Remember, the total priority of all lists must add up to 100%.

Normalize

If you exceed 100%, you can click the "Normalize" button, and a percentage will be assigned to the lists that corresponds to the current one but does not exceed 100%.

Even Distribution

If you want all lists to have the same priority, click on "Even Distribution," and the same priority will be assigned to each list, not exceeding 100%.

The graph will visually display the distribution of the lists' priorities.

If you want to learn more about list priorities, check out this guide.

Start the Hub

Finally, if the Hub isn’t turned on, you can start it by clicking the "Start" button in the upper-right corner.

Remember to check that the Hub is within its schedule. You can verify this by the calendar color or in the Hub settings.

Indicates that the Hub is within schedule.

Indicates that the Hub is not within schedule.