People List Upload File Requirements

People lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of people.

When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of people provided by a vendor or enrichment tool, list uploads are the way to go. Common use cases include:

  • Target Prospects
  • Customer segmentation
  • Product end user segmentation
  • Invalid email updates
  • Database enrichment projects

File Requirements

The list upload tool supports files in a CSV or TSV format under 20MB.

We must have at least one of the following fields to properly match account records:

  1. Email Address

  2. Contact ID

  3. Lead ID

For a step-by-step guide on creating a list upload, click here.

How did we do?

How to create a list of all Opportunities that have a very low Engagement

Campaign List Upload File Requirements