This guide will walk you through managing contact lists in Weezmo.

Click Contacts.

Click lists.

The Lists window displays all existing contact lists uploaded to your business. These include uploaded contact lists, and custom lists generated from contacts which already exist in the system - whether from receipt data or manually entered contacts.

To upload a contact list from your device, click Create New.

Click upload list.

Name the contact list.

Click here to upload a supported file, or drag a file from your device into this section.

You can use this link to download a sample contact list, and use it as a reference for your lists.

To change the uploaded file, click "Change".

Select the consent tags for this list. These are the communication, marketing, and cookie consent options agreed by the contacts in the uploaded list.

Once the correct list file is uploaded, we need to ensure that the system correctly recognizes the information in the file.

The "Column name" section displays the names of the columns from the uploaded files.

The mapping column displays the properties that Weezmo has mapped to the uploaded columns. For example, the system recognized the "Last Name" column from our uploaded file, as a last name, and mapped it as such. The "Created Date" wasn't recognized by the system in this case, and needs to be mapped manually. We'll click the field here to define a property.

Please note that if no Created Date is entered for the contact, the default value will be set as 01/01/2001.

We can select the correct property from the following list. If the required property isn't in the pre-defined list, we can define a new one by clicking the "Create New Property" option.

Name the new property.

Select the property type: String, Number, or Date. This affects how the system recognizes and utilizes this information.

Click "Add" to save and create the property.

Click "Save" to apply any changes and save the list.

Another list option is a Custom List. To create a custom list, click Create New.

Select the custom list option.

Click here to name the custom list.

Check the relevant boxes to create a list of contacts who have consented to one of these communication methods.

Contacts created within the selected time period will be added to this custom list.

Click "Add Rule" to define a contact filter rule.

Click "Select Field".

Select a field by which the rule is applied. The fields are separated into two sections: Client, and Receipt. Fields in the "Client" section are based on information from the client database. Fields in the "Receipt" section are based on information taken from all receipts.

We can also create a group of rules by clicking "Add Group".

You can use the highlighted buttons to choose whether contacts must be from all groups, or must be from and single group which is defined. You can also click "Not", and the system will find users which are not within the defined rule set.

Click "Analyze & Create".

The system analyzes how many contacts comply with the defined rule set. Click "Create" to create the custom list, or click "Cancel" to re-define the custom list.

Click here to download an existing list.

Select the download format.

Click here to edit an existing list name.

Click here to delete an existing list.

Click here to open the list filter options.

Click here to search for a list by name.

Click here to filter by list Status, Creator, Source Type and Source. Multiple filters can be applied.

Click "Clear" to remove applied filters.

The guide covered creating, managing, and exporting contact lists in Weezmo.

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