Managing Lists in TextingOnly

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Managing Lists in TextingOnly:
Build Your
Mobile Audience

Lists are the data layer beneath every outbound campaign. A well-segmented list with complete contact fields is what makes dynamic keyword personalization work — and what separates a relevant campaign from a generic blast.

ListsContactsSegmentationImport
What Lists AreSegmented groups of opted-in contacts used as the audience for outbound campaigns. Every dynamic keyword in a campaign message pulls from list fields.
How They’re BuiltTwo ways: import a CSV with existing opted-in contacts, or auto-populate via Lead Collector opt-ins — every SmartLink tap adds contacts to the associated list automatically.
Why Segmentation MattersA message referencing “your HVAC service” only works for HVAC contacts. Segment by service type, geography, status — then write a campaign template specific to each segment.

Lists are where your owned mobile audience lives. Contacts who opt in through your SmartLinks, QR codes, and collectors build here automatically — and you can supplement with imported contacts who have provided prior consent.

Creating a List

1
Go to Lists → Create New List
Name it specifically — “HVAC Baltimore Q2 2025” beats “List 1.” You’ll be filtering by name later.
2
Add contacts manually or import a CSV
CSV import: column headers become the dynamic keyword field names. First row = headers: first_name, city, service, etc.
Associate the list to a collector or campaign
New SmartLink opt-ins auto-add to the associated list. Existing lists attach to campaigns for outbound sends.

CSV Import Format

When importing a CSV, the column headers define your dynamic keyword variables. Structure your file so column names match exactly what you’ll use in campaign message templates:

📋 Recommended CSV column headers

phone · first_name · last_name · city · service · vehicle · last_contact

Phone number must be in the first column. US format: 10 digits, no formatting (4105550100 not 410-555-0100). Include only contacts with documented opt-in consent.


Segmentation Strategy

One large mixed list produces generic campaigns. Segmented lists produce relevant ones. Split by:

🔧
Service Type

HVAC contacts get HVAC messaging. Roofing contacts get roofing messaging. Different service = different template.

📍
Geography

Baltimore vs. Annapolis vs. DC market — different offers, different area codes, different local references.

📅
Recency

6-month-old leads, 12-month-old leads, 2-year-old leads — each gets a different re-engagement angle and offer.

💬
Engagement Status

Replied to last campaign vs. never replied vs. opted out of prior send — treat them differently in the next campaign.

Frequently Asked Questions

How do I create a list?
Lists → Create New List; name it specifically (e.g. “HVAC Baltimore Q2 2025”), then add contacts manually or import a CSV.
How should my CSV be formatted?
Column headers define your dynamic-keyword variables, so name them exactly as you’ll reference them in campaign templates.
Why segment lists?
One large mixed list produces generic campaigns; segmenting by service, geography, or status makes personalization relevant.
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