List Management allows users to create a directory of contacts within ContactMonkey which is self-managed by our customers. There are several different methods to implement List Management, and one of the easiest is to utilize an uploaded list of contacts from a CSV file.
This feature is currently only available for Office365 clients or Gmail clients.
Once your team has List Management enabled, you can start uploading contacts. Click into the "Contacts" tab at the top to get started.
From there, select "Import Contacts".
In this window, you have two options to import your contacts.
- Upload CSV
- Using the sample CSV as a guide, upload your employee directory to sit within the ContactMonkey platform.
- Add an Integration
- Select the integration relevant to your organization. Currently, we have Azure Directory Sync, Workday, or other HRIS systems.
Once you have uploaded all of your contacts, you can then configure your list based on the attributes ( pulled from the CSV or the Directory Sync). To do this, go to the "Filter Contacts" option. Please note that:
- Multiple filters can be applied
- Filters are “AND” conditions. (eg. Department = Manager AND Country = Canada)
- Only Admin/Owners can configure lists
Once the desired filters have been applied, select "Save As List".
In this pop up, you will be directed to name the list and select which team the list will be visible for. Once complete, the lists will be available for members of the assigned teams via the add-in.
Once your lists have been created, you or other team members can retrieve those lists from the Outlook sidebar. Open up the sidebar like you normally would, and notice that "Upload CSV" has changed to "Contact Lists". Expand out to choose "Upload CSV" or "Select Contact List".
Once you click into "Select Contact List", your configured lists are available. Click and select which ones you want to send to.
The lists will then sit in your sidebar. From there, you are ready to send!