Table of Contents


Overview

Creating a list of contacts can help you get the right message to the right people at the right time. Contacts who share the same properties or common characteristics can be grouped into the list.

There are two types of lists in Aloware Talk:

  • Public Lists - these are lists created by the admin and are displayed to all users

  • My Lists - these are lists created by the agents and are seen exclusively on the agent's account


Different Types of Contact Lists

When you create a contact list in Alo Talk, you may want to include or exclude contacts in the list. To do this, you need to understand the type of list you are working with and the contacts you want to add or remove from the list.

You can create and use a static or a dynamic list in your Alo Talk:

  • Static List

    • It doesn't automatically update after its creation. It manually selects and adjusts the order of contacts

  • Generated (Dynamic) List

    • It automatically updates based on a filter; contacts join the list if they meet the criteria and leave if they no longer meet the criteria


How to Create My Lists

  • Go to the My List tab, and click the "+" sign

  • Name the list, and select from the types of the list (Dynamic or Static)

  • Click Create

  • Your list should appear in the My Lists section


How to Add Contacts to your List

After creating your list, you need to add contacts to manage them accordingly.

To do this,

  • Click the list from the My List section that you want to add contacts to

  • On the upper right of your screen, click Add Contacts

    • If a user has view options set to “only contacts they own”, they will only see the contacts that they have access to in the list - the other contacts (they don’t own) won’t be available to them

  • Select the contacts to include in the list by checking the box on the left side of the contact


Other Functions

For users, you can also do the following in the list created when you click the three-dot menu:

  • Rename - allows users to change the list's name

  • Duplicate - creating a new list with the same contacts

  • Move - allows users to move the list to another folder

  • Pin - this allows users to pin the list

  • Delete - allows users to delete the list

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