Gail's workspace

Damian RamosMay 11, 2026

Managing Contact Lists

Managing Contact Lists

Damian Ramos

Learn how to effectively organize and manage your contact lists in Gale to support your outbound campaigns. This guide covers creating lists, manual entry, and bulk uploading contacts.

Managing Contact Lists

Damian Ramos

Learn how to effectively organize and manage your contact lists in Gale to support your outbound campaigns. This guide covers creating lists, manual entry, and bulk uploading contacts.

Chapters

00:00

Introduction

Overview of managing contact lists to support outbound campaigns in Gale.

00:17

Creating Contact Lists

00:37

Organizing Your Lists

01:08

Manual Contact Entry

01:30

Bulk Contact Upload

Transcript

00:00

Managing Contact Lists in Gale in this walkthrough, we'll cover contact lists and how to use them to support your outbound campaigns.

00:09

Contact lists are the foundation of effective outreach.

00:12

They help you organize the people you want to contact and make it easier to manage campaigns at scale.

00:17

Let's start with how to create a new contact list.

00:19

First, navigate to Contacts in the left sidebar, then click Upload Contacts.

00:24

From there, choose whether the contacts should be added to no list, an existing list, or a new list.

00:30

If you're creating a new list, enter a name for that list.

00:33

Then upload your contacts and click Upload Contacts to finish.

00:37

As you build out your lists, it's a good idea to organize them in a way that supports your outreach strategy.

00:42

You might group contacts by campaign type, such as reminders, follow ups, or marketing.

00:48

You might organize them by customer segment, such as new customers or renewal opportunities.

00:53

You could also group them by geographic region or by product and service line.

00:58

This kind of structure makes it easier to target the right audience with the right campaign.

01:02

There are two main ways to add manual entry and bulk upload.

01:08

For smaller lists or individual records, manual entry is often the easiest option.

01:13

To do this, open your contact list and click Add Contact, then fill out the contact details.

01:19

This includes the contact's name, phone number, email address, if applicable, and any custom fields you want to include.

01:26

The phone number is required, while the other fields can be added as needed.

01:30

For larger lists, bulk upload is the faster option.

01:34

Click Upload Contacts and select your file.

01:38

Gale supports CSV, xlsx, and XLS formats.

01:43

After uploading the file, map your columns to the correct contact fields, then review the import to make sure everything looks correct.

01:50

Validate the data, and confirm the upload.

01:53

Once your contacts are organized and uploaded, you'll be ready to use them in your outbound campaigns with greater flexibility and control.

Managing Contact Lists — Tella