📂 Lists Submodule: The heart of your segmentation
In Atom, a List is the set of contacts to whom you will direct your communication efforts. Having a well-organized database is the first step to ensure that your message reaches those who are truly interested.
🛠️ Step by step to create your Lists
To begin, go to the Campaigns Module > Lists Submodule and click on the "Create List" button. The system will offer you three paths depending on the origin of your data:
Option 1: Existing Customers (Internal Filters)
Ideal for re-impacting people who are already in your Atom database.
Advanced filters: You can segment by channel, agent, tags, typifications, or creation/update dates.
Visualization: The system shows an approximation of customers that meet the assigned conditions; when you click "Create", all contacts that meet the applied criteria will be included.
Option 2: CSV File Import
Perfect for external databases (Excel converted to CSV).
Technical limits: The file must weigh a maximum of 5MB, contain up to 30,000 records, and not exceed 50 columns.
Information mapping: You will need to match the columns of your file with Atom fields (Name, Phone, etc.).
Country code: If your numbers don't have the area code (e.g., +52, +57), you can add it in bulk in the last configuration step.
Option 3: HubSpot Integration
If you use HubSpot, this option saves you manual work.
Synchronization: Select the list directly from your HubSpot account.
Progress: The import process takes a few minutes; Atom will show you a status indicator that will change from "Importing" to "Completed".
⚙️ List Actions and Maintenance
Once the list is created, you can manage it from the three dots (⋮) button in the actions column:
✏️ Edit: Access the list details. Here you can view the upload history (how many contacts uploaded successfully and how many failed), delete individual contacts, or filter within the same list.
👯 Duplicate: Create an exact copy with a new name to make adjustments without losing the original database.
👁️ Rename: Add a different name to your list so you can identify it better in the future if you think it's necessary.
📥 Download customers: Export the contacts from that specific list in CSV format for external audits.
🗑️ Delete/Rename: Keep your panel organized by deleting what you no longer use.
📝 Strategic Importance Notes
Authorization: When uploading external files, you must always check the customer authorization box to comply with privacy policies and avoid spam reports.
Overwrite information: In CSV upload, you can decide whether new data should update (overwrite) existing profiles in Atom or simply ignore them if they already exist.
📚 Types of lists:
Your list is your treasure! 🚀
Whether filtering your current contacts, uploading a CSV file, or bringing data from HubSpot, the key to success is segmentation. Clean your databases, map your fields well, and make sure you have the correct country codes before launching your next big campaign. ✅