Lists

Lists are ways to group Contacts together. Use lists to send targeted SMS campaigns. Examples of different lists could be:

5-star customers or promoters
VIP customers
Customer segments based on their previous feedback history

Permissions

Users with Manager, Agency Manager or Admin access have full access to this feature.
Users with Team level permissions will have full access EXCEPT be unable to Delete Any List appearing across any location
Users with Contributor access can access the Lists tab and List details and Add Contacts to a list only. Contributors can not Add, Edit, or Delete Lists or Remove Contacts from Lists.
Read-only access users can access the Lists tab and List details page, but can not Add, Edit, Delete Lists, nor remove a Contact from a List.

Pre-built Lists

Within your Contacts/List screen you may see some pre-built lists that we've created for you. These lists are made to create a quick and easy campaign using the 1st-party reviews that you have acquired or are working to generate.

Click into either of these lists to see all the contacts associated with the given list.

However, clicking the Start signup campaign button, or anywhere within this box, will immediately open the Campaign Builder and create a Bulk Signup Campaign for you.

Ready to Sign Up list is filled with contacts who love your business AND have phone numbers on record. These people will have left you a 7+ Net Promoter Score OR a 4+ star rating if you use stars instead of NPS.

Signed Up for Texts list consists of all the people who have given you written consent to send them promotional SMS campaigns. You've likely sent them an opt-in message or campaign and they replied "Y" or "Yes" to that message.

Another pre-populated list you may now see is within the Campaigns page. This "Suggested" list is the same as the Ready to Signup List.

Create a List

Log in to your GatherUp account.
Select Contacts in the left navigation.
Click Lists at the top of the window. Select New List.
Name your list and assign this list to a given location using the drop-down. Click Create List.

Now you see your list within the main Lists menu. The columns show:

The number of contacts or members in a given list
The creator of the list
The location to which this list is assigned
The date this list was created

Add Contacts to a List

Navigate again to Contacts in the left navigation.
Click Actions and choose Add to List
Choose the List to which you want to add these Contacts

Now when you go to the selected list you will see these contacts have been added to the list.

Create a list by uploading a spreadsheet in Campaigns

A new List will be created when a user uploads a CSV spreadsheet in the Campaigns feature. The list will be named the same as the CSV file name.

For instance, if your file name is "August2023_Customers.csv", the new list created when you upload that file to Campaigns will be called “August2023_Customers.csv”. The contacts within that spreadsheet will be added to Contacts.

Send a Campaign to an existing List

Send an SMS marketing message via Campaigns to an existing list by selecting “An existing list” within the Choose recipients section of the New Campaign modal.

Choose the list from the List dropdown.

Note: A prompt will show you the number of recipients on this list who willA) Receive the campaign messageOrB) Could receive the campaign message AFTER they reply “Y” to the written consent

Signed up for Texts Lists

We surface the list of people who have given written consent and gone through the double opt-in process in our “Signed up for texts” list. In the below example you can see there are 10 people who have Signed up for texts.

Click into this list and see which contacts are members of this Signed up for Texts list.

Agency Client Control

Agency control can be accomplished under the Account Settings in the upper right corner by clicking the user name. Then select Client Feature Selections.

Now choose to turn on/off for all clients or select which clients will have access to the Lists feature.