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Guide for admins: Creating and sharing public lists in Aloware
Laarni D avatar
Written by Laarni D
Updated this week

What is a public list?

A public list in Aloware is a shared group of contacts, created and managed by admins, that can be distributed across a team. These lists help organize contact data based on shared characteristics, ensuring all team members can access consistent and accurate information.

How to create a public list

Admins are responsible for creating public lists in Aloware admin. Admin lists can be created in two ways:

  1. Importing from HubSpot

  2. Uploading a CSV file

Method 1: Creating an admin list by importing contacts from HubSpot

If your organization uses HubSpot, you can import contact groups directly into Aloware.

  1. Open your Aloware admin account and go to the Lists menu.

  2. Click the Create List button and select Import from HubSpot.

  3. Choose the HubSpot contact group you want to import.

  4. Click the Import button to start the process.

  5. Once completed, a confirmation message will appear.

Important: HubSpot integration must already be set up in your Aloware account to use this feature.

Read this guide [link] to learn how to create a dynamic list from HubSpot.


Method 2: Creating a public list by uploading a CSV file

If contact data is stored outside HubSpot, you can upload it using a properly formatted CSV file. The Import Wizard in Aloware simplifies this process.

  1. Navigate to the Lists menu in your Aloware admin dashboard.

  2. Click the Create List button and select Import CSV.

  3. Upload your CSV file to the Import Wizard.

  4. Map your data columns in the file to match Aloware’s fields. For example:

    • "First Name" → "First Name"

    • "Phone" → "Phone Number"

  5. Review your data to ensure there are no errors.

  6. Confirm and finalize the import.

To avoid errors during the upload, make sure your CSV meets these criteria:

  • The file must be UTF-8 encoded.

  • Include column headers in the first row (e.g., Name, Email, Phone Number).

  • The required fields are First Name, Last Name, and Phone Number.

  • The maximum file size is 10MB.

Once imported, a confirmation message will appear, and the new list will be available in your dashboard.


Making public lists visible to agents

  1. In your Aloware admin account, navigate to the Admin Lists menu.

  2. Enable the Show in Public Folder toggle to allow visibility for all agents.

  3. Save your changes.

The admin list will now appear in the Public Lists section under the Contacts menu in Aloware Talk. Agents can access and use the contacts in their workflows.

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