Engaging with a List
To send a Broadcast Email, select the Email Engagement Button at the top of the list. Complete the 4-step email creation wizard.
To send a Broadcast Text Message, select the Text Message Engagement Button at the top of the list. Complete the 4-step email creation wizard.
1-to-1 Communication with Contacts on a List
Lists are typically an easy way to engage with a large list of contacts, but there can also be a need to send a 1-to-1 message or call to a contact within a saved list. To do so, select either the Email, Call, or Text icon on a given contact within a list.
Action Icons on a Contact List
There are 3 action icons listed on each contact on a given contact list. These icons allow you to create new objects in Swivel related to that contact.
| Using this icon, a user can convert the contact to an opportunity. By selecting, this will open the +Create Opportunity modal. |
| This icon allows you to create a new appointment by selecting from configured appointment types and then opens the +New Appointment Form and will automatically assign the given contact to the appointment |
| Use this icon in order to create a new product associated to this contact. This will open the +New Product form to complete all applicable fields. |
Viewing Communication Results for a Contact List
When viewing a contact list, users can view communication results for the list as a whole, or for individual contacts.
From left side navigation menu, go to either the Contacts, Leads, or Clients tab.
Go to View Lists button on the engagement bar.
Search and select a desired list to view.
View Communication Results - select this option when you want to view all broadcast engagements you have sent to this entire contact list.
Individual Communication Results - to view the engagements you have sent to an individual contact, both broadcast or 1-to-1, select the chevron next to a given contact in the list.
🔍 Tip: Want to export a contact list? Check out our Export Contacts article for instructions and other helpful tips!