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 from 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.
Creating Lists and Adding Contacts
To create a new list, go to My Lists and click on the Add button. Select the option for creating a new list.
When creating a new list in the New List window, simply enter the name that you would like to use for your list. After that, you can select the type of list that best suits your needs. Then click, create.
Dynamic List
This is filter-based list and would automatically update as the contact's properties change.
Go to Filters, and click Add a Filter.
After adding all the necessary filters along with their parameters, you can close the Filters panel once you are satisfied with the results. Don't forget to click the Save button to save your changes.
Static List
You manually select and order your contacts. It doesn't update automatically.
To add contacts, click on the "Add Contacts" button. Then, select the specific contacts that you would like to add to your lists.
After you have reviewed and are content with your list, simply click on the "Add Selected Contacts" button to add the contacts to your list.
Adding Contacts to your List
After creating your list, you need to add contacts to manage them accordingly.
Click the list from the My Lists 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.
Creating a Folder
To create a folder, go to My Lists and click on the Add button. Then, select the option to create a new folder. Type in the name you want for your folder and press Enter.
In the Folder, create subfolders or new lists by selecting the Folder, accessing Settings, and choosing to create a Folder or a List. This helps you organize and structure your contacts according to your preferences.
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.