How to Update an Existing List

Access the List Section

1. Log into your account and navigate to the Contacts section from the main menu.
   
    
2. Click on the Lists tab to view all your existing lists.

Select the List to Update

1. Scroll through the available lists or use the search bar to find the specific list you want to update.
2. Click on the name of the list to open it for editing.
3. Click the blue ‘Add Contact’ button on the upper-right corner of the Contacts page.
   
    
4. From the dropdown, you have three (3) options:
   • Create Contact: Add individual contacts manually by entering their details.
   • Upload Contacts: Upload multiple contacts at once from a file.
   • Create Segment: Option to group contacts based on specific criteria.

Option 1: Create Contact

1. Fill in the contact’s information under Contact Profile.
   
    
2. In the Contact Data section, check the contact's status (Active) and the date they were added.
   
    
3. Manage Subscriptions:
   To subscribe the contact to a specific list, toggle the switch next to the List Name.
   
   
   To add a new subscription list, click the + button, select the list from the dropdown, and toggle it on.
   
    
4. Once all information is entered, choose Save to finalize the contact, or click Save and Add Another if you need to create multiple contacts.
   
    

Option 2: Upload Contact

1. Prepare Your File:
   Export contacts from your CRM or ERP system into a spreadsheet. Ensure the first row contains column headers and save them as a .xls, .xlsx, .csv, or .txt file type.
    
2. Upload Contacts:
   Choose "Upload Contacts" and select your CSV file. Then click "Upload."
   
    
3. Map Fields:
   FieldsMatch your file’s column headers with Evolved Office’s headers through a process called mapping.
   
    
4. Validation Process:
   After mapping, click upload. The contacts will go through a validation process. You will receive an email once validation is complete.
    
5. Broadcast-Ready:
   Validated contacts will show a "Ready" status under the "List" tab, meaning they’re ready for broadcasting.

Option 3: Create Segment

To segment your contacts, you can apply filters based on criteria.

1. Select the appropriate Field Type, Field Name, Filter Type and Value.
2. Click Apply to view the filtered contacts.
   
    
3. To save this filter as a segment, click Save Segment, enter a name for the segment, and save it for future use.