Block lists

Block lists hold exclusions for strategies and channels. Open Contacts → Blocks to review or maintain their records.

Find a list

1. Search by List name.
2. Review List, Contacts, Source, Status, and Last updated.
3. Open the required list.

Review configuration

1. Open Configuration.
2. Review the name, description, encoding, sheet, and creation information.
3. Under Column mapping, check how each source column maps to its Visible name, Type, Variable, and Origin.
4. Use New column if you need another column, then review the configuration before selecting Save.

The mapping belongs to the selected list; do not assume all lists have the same columns.

Search blocked records

1. Open Blocks.
2. Select Column, enter Value, and select Search.
3. Review the matches. Use Refresh to update the view.

Create contact opens the entry point for adding an individual record.

Load records

1. Prepare a CSV/XLSX file matching the list's columns.
2. Open Load records and select the file.
3. Review Append to specify whether records should be added to the existing list.
4. Review Error tolerance before starting the load.
5. Select Upload and check the application response.
6. Open History → Upload history to review the operation, then check the resulting records under Blocks.

Review changes

Use History → Contact history to review record changes. The detail header also provides Download for exporting list data.

Select Lists to return to Contacts.