--- title: Manage Lists and Contacts slug: engage/manage-lists-and-contacts docTags: createdAt: 2025-10-06T07:27:22.031Z --- The **Lists** and **Contacts** features act as an integrated **address book** within the **New Campaigns Dashboard**. Together, they help manage audience data efficiently for all campaigns — including Call, SMS, WhatsApp, and RCS. *** ## Overview - **Lists** store collections of customer numbers and associated details. - **Contacts** represent individual customers with unique numbers, which can belong to multiple lists. - Both are accessible from the **New Campaigns Dashboard**, under the **Lists** and **Contacts** tabs. *** ## Create a List ::::WorkflowBlock :::WorkflowBlockItem Navigate to the **Lists** tab on the New Campaigns dashboard. ::: :::WorkflowBlockItem Click the **Create List** button on the top right to open the creation pop-up. ::: :::WorkflowBlockItem Enter a **List Name** in the provided field. ::: :::WorkflowBlockItem If you have a CSV file with your contact list, click **Browse Files** or drag and drop the file into the pop-up. ::: :::WorkflowBlockItem If you don’t have a list, download the **sample CSV file**, fill it with your contact data, and upload it. ::: :::WorkflowBlockItem Click **Create List** to finish. ::: :::: A blank list can also be created by providing only a List Name. Contacts can be added later via CSV upload or directly through the **Contacts** tab. :::hint{type="success"} MacBook users should avoid editing CSV files in the **Numbers app**, as it can corrupt formatting. Instead, use **TextEdit** or another plain-text editor to modify and save CSV files. ::: :::hint{type="warning"} Please add only numbers in your list. Do **not** include the country code `91` — the system automatically appends it for Indian numbers. ::: *** ## View Lists All lists created under Campaigns appear in the **Lists** tab. Each list entry displays: - **List Name** - **Number of Contacts** - **Date Created** Available actions: - **Edit:** Modify list name or replace CSV. - **Download CSV:** Export the current list. - **Delete:** Permanently remove the list. Search and sort options: - **Search** by list name. - **Sort** by list name or created date. *** ## Create a Contact ::::WorkflowBlock :::WorkflowBlockItem Navigate to the **Contacts** tab. ::: :::WorkflowBlockItem Click **Create Contact** in the top-right corner to open the pop-up. ::: :::WorkflowBlockItem Provide contact details: - First Name - Last Name - Phone Number - Email ID - Company - Custom Tags (JSON key-value pairs) - Lists (select one or more existing lists) ::: :::WorkflowBlockItem Click **Create Contact** to save the new contact. ::: :::: **Example of Custom Tags JSON format:** `{ "key1": "value1", "key2": "value2" }` A contact can belong to **multiple lists** simultaneously. *** ## View Contacts The **Contacts** tab displays all contacts created manually or imported from lists. - Contacts that belong to multiple lists are shown once (deduplicated by number). - Each entry includes: - **Contact Name** - **Phone Number** - **Email ID** - **Company** - **Associated Lists** - **Date Created** - **Custom Tags** Available actions: - **Edit Contact:** Update details or tags. - **Delete Contact:** Permanently remove the record. Search and filter tools: - **Search** by name or number. - **Filter** by list name. *** ## Address Book (Classic Dashboard) :::hint{type="warning"} **Reviewer action required — classic dashboard.** The Address Book, Lists, and import/export steps in this and the following section were documented for the older Exotel dashboard. Confirm that this interface (the **Address Book** page, the **Import** and **Export** buttons, the left-pane **Lists**, drag-and-drop, and the default **All** / **Recent Contacts** lists) still matches the current product before publishing. The sections above describe the New Campaigns Dashboard, so the two interfaces may differ. ::: **Short video:** [View walkthrough](https://learn.exotel.com/share/1bded7ce-eab8-460e-8761-5f9967dc8d77/embed?autoplay=false) To get started, click on **Address Book** on the Exotel dashboard. ### Adding contacts In the **Browse Contacts** section, click the **Add contact** button and enter contact information like name, email, and company. ![Browse Contacts section in the Address Book](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/fnix0B-puRxPgIaV_e8Rr-20260721-071045.png) You can search for contacts in the address book by name, phone number, and email. ### Lists All your lists are visible in the left pane of the Address Book page. ![Lists in the left pane of the Address Book page](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/rbvHaAfVTrui4dtY_yi_Y-20260721-071049.png) There are two lists named **All** and **Recent Contacts** created by default. - You can add a list using the **Add List** button and then import your contacts from a **CSV** file into a list. - All contacts imported into the lists are also added to the address book by default. - You can also add your address book contacts into a list by dragging and dropping the contact into the list on the left pane (the contact becomes draggable when the mouse pointer changes). *** ## Import and Export Numbers (Classic Dashboard) **Short video:** [View walkthrough](https://learn.exotel.com/share/8cbcf826-d3c4-4c53-ae6d-9f4bcc7c4b40/embed?autoplay=false) ### Import numbers to a list To import an excel sheet in a specified format, follow the below steps: ::::WorkflowBlock :::WorkflowBlockItem Click on the address book on your Exotel dashboard. ![Address Book on the Exotel dashboard](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/gfsKx5bQ8bCW2VLA3hE1R-20260721-071040.png) ::: :::WorkflowBlockItem Click on the **Import** button to import the contacts. ![Import button in the Address Book](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/9IPH1eqInAWfn8fXLyPnB-20260721-071042.png) ::: :::WorkflowBlockItem You can either create a new list by giving the name of the list or choose an existing list. By default, the current date-time is used as the list name. ![Create a new list or choose an existing list during import](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/lAh6-RdeExPk_hJ6zhfpP-20260721-071057.png) ::: :::: **Format of import:** The format of the CSV file is Name, Company, Phone, and Email. Refer to `Sample_Address_Book.csv` for help. ### Export numbers from a list To export numbers from a list of all entries in an address book, use the export button right next to the list in the address book. ![Export button next to a list in the Address Book](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/eVOcPd3I0x5rC25L2c9ly-20260721-071054.png) If you have any questions or concerns, please connect with us using the **chat widget** on your Exotel Dashboard or Whatsapp us on **08088919888**. *** ## Default Call Capacity By default, the **call capacity** for campaigns is **60 calls per minute (CPM)**. To increase this limit (for faster dialing), please contact your Exotel Account Manager. :::hint{type="info"} Higher call capacity requests are subject to approval and account eligibility. ::: *** ## Limitations ### Regulatory and System Constraints - **Allowed Time Frame:** Outbound campaign calls are permitted only between **9 AM and 9 PM (IST)** per **TRAI regulations**. - **Languages Supported:** Hindi, English, and Bahasa (Indonesia). - **Audience File Limits:** - Maximum **10 variables** per audience file. - File size must be less than **70 MB**. - **Scheduling Limit:** A maximum of **20 campaigns** can be scheduled simultaneously. - **Data Retention:** - Campaign details (including call logs, reports, and stats) are retained for **3 months**. - Older campaigns are automatically removed from the dashboard. - Reports for expired campaigns cannot be generated from the dashboard. :::hint{type="info"} To retain historical data, **download campaign reports weekly or monthly**. This ensures long-term access to performance and compliance records. :::