Campaigns need phone numbers for making voice calls and sending SMS, and email addresses for sending email messages. A contact list is a collection of customer records. You can set up contact lists and associate one or more contact lists with a campaign. You can also use a single contact list in multiple campaigns. In a multitenant environment, you can associate a contact list with one or more organizations.

The customer record data resides external to POM in a contact management system. Based on your campaign requirements, you must import relevant customer contacts into POM.

You can set up contact lists and define attributes. Using POM, you can import customer records into a contact list from various external data sources such as CSV files or external databases.

When you create a contact data source for automatic file import, you can use the Allow Bulk Import option to import or exclude multiple local files simultaneously.

You can empty the contact list as well as delete the records while uploading a contact list or while creating a datasource. You can also delete specific contacts by using a filter template. POM deletes the contacts that match the criteria in the filter template.

With the quick upload functionality, you can upload contacts into a contact list using a CSV file, directly from the Contact Lists page without creating a datasource.

You can use various web service methods to create, read, and update customer records.

You can add contacts by using either the user interface or web services. For more information on the web services, see Developer Guide for Proactive Outreach Manager.

You can delete a contact by using either the user interface or DeleteContactFromList web service. You can delete unattempted as well as processed contacts from a running campaign. When you delete a contact from the user interface, the web interface sends a Delete Contact event to the campaign manager along with the contact ID of the deleted contact. If the contact is a part of filtered records, the Campaign manager removes the contact from the list of filtered records. If POM has already dialed the contact through the campaign, the count of Un-attempted contacts does not decrease. When you delete a contact that POM does not attempt through the job, POM decreases the count of Filtered and Un-attempted contacts on the real time monitor screen. You cannot delete the contacts that are “in progress”. Contacts are “in progress” if they meet any of the following conditions:

• Contacts are picked up for attempt, but not attempted.

• Contacts are attempted, but result processing is not done on the contact attempt.

• Callback is set on the contact.

• Retry is set on the contact.

• Attempt is in progress for the contact.

An administrator can see information about deleted contacts in the report.

POM supports:

• A maximum size of 50 MB for uploading a file using the user interface.

• A maximum size of 1 GB for importing a local file data source.

• A maximum size of 1 GB for importing an SFTP file data source.

• Maximum 4000 characters in an SQL query for importing using a database data source.