Outbound Hub List Management
Outbound Hubs require contact lists to process interactions, which must be uploaded through the Hub dashboard. We'll show you how to do it!
What will you find in this guide?
Below, we show you what you will learn in this guide.
How to upload a list?
Next, we will show you the steps to upload a list to an Outbound Hub.
- In the Supervision menu, go to "Outbound Hubs." Here, select the Hub from the list to which you want to upload a list for processing.
- Once inside the Hub dashboard, click the "Upload" button.
Once you click the button, a pop-up will appear with the list upload system.
What fields should be included in the list?
Here you can see the mandatory and optional fields that you can include in the list you are uploading.
Depending on the Hub's channel, the fields you can include in the list may vary.
Lists for Telephony Hubs
For these lists, the only mandatory field is the phone number to call.
- Numbers (*): You must include at least one number to call.
- Parameters: You can include custom parameters for use in forms.
- Content: Not required for this Hub.
- Template: Not required for this Hub.
- Time zone: If you want to include a custom time zone for the contact, use the format Continent/City or Country/City, e.g.,
Uruguay/Montevideo. If no time zone is included, the campaign's time zone will be used. - Priority: You can include the contact's priority. Not sure what contact priority is? Check this guide
- Contact ID: You can include a contact ID for use in forms.
- Agent's phone: If using a Preview Hub, you can include the username so the interaction is assigned to that user.
Lists for Email Hubs
For these lists, the only mandatory field is the customer's email address.
- Email (*): Specify the email address to send the email to.
- Subject: Indicate the email subject. If you have configured a subject in the Hub settings, you can skip this field, and the configured subject will be used.
- Parameters: If needed, you can use parameters for both the subject and the email body.
- Content: Indicate the email content. If a template is configured in the Hub, you can skip this field, and the template content will be used.
- Template: If a template is associated with the Hub, it will be sent as the message.
- Time zone: If you want to include a custom time zone, use the format Continent/City or Country, e.g., Uruguay/Montevideo.
- Priority: You can include the contact's priority. Not sure what contact priority is? Check this guide
- Contact ID: You can include a contact ID for use in forms.
- Attachments: To send an attachment, include the file path. Learn more about attachments in this guide
How to upload an attachment?
If you want to send attachments with emails, you can upload them from the Hub dashboard. Here's how!
- First, access the Hub dashboard.
- Click "Upload Attachments." Select the file from your computer or drag it into the window.
- The file will be uploaded automatically and will be available for sending.
- To send it to contacts in the list, click the three dots and select "Copy."
Then, in the list, add a new field with the copied path for the contacts you want to send the attachment to.
Lists for SMS or WhatsApp Hubs
- Numbers (*): You must include at least one number.
- Parameters: You can include custom parameters for use in forms.
- Content: Not required for this Hub.
- Time zone: If needed, use the format Continent/City or Country, e.g., Uruguay/Montevideo.
- Priority: You can include the contact's priority. Check 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 interactions. Here's how!
Step 1: Upload File
First, upload a file from your computer or drag it into the window. The list can be an XLSX, ODS, CSV, or TXT file, and must not exceed 50MB.
Step 2: Match Fields
After uploading, match the list data to the required fields.
Step 3: Summary
Finally, review the selected columns and data. You can go back and correct any mistakes if needed.