Project Setup
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      Creating A New List

      Screen Shot 2025-04-30 at 10.46.05 AM
      • Select the "Dashboard" option and click "List".
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      • Choose "New List" to create a new list.
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      • Drag and drop a new file into the load field, or click "Browse" to select a file to upload.
      • In the "Client" dropdown box, select the client for whom the new list will be used.
      • In the "List Name" field, provide a name for the new list.
      • In the "Key Field" dropdown box, select a key field.
      • Select "Email Field" and choose the column containing the email addresses. This should already be pre-populated when you load the data.
      • Select the "First Name", "Last Name", and "Phone Fields", and choose the appropriate columns if available.
      • Click "Save and Next" to complete the process.