A resource list can be described as a 'look up table', they allow a user to map a field for validation, for example adding a resource list of postcodes to a script for a particular campaign.  When the agent is on the call they can ask the lead for their postcode, then when the postcode is entered it will validate against the Resource List.

Fig.1 An example of using a resource table in a script.

Page options

Fig.2 The top of the page contains 2 options, create a new resource table and save.

Main screen

The main screen is split into 2 areas, the resource list and the editing area.

List of resource lists

Fig.3 In this section of the screen, users can see all the existing Resource Lists that are on the system.

Editing area

Here users can add the name and description for a new Resource List or see the name and description of any existing list on the system.

On existing Resource Lists users will see a Data Count which shows how much data is on that Resource List. There is also a download button for you to download any current lists.

Here, users can select the file they are uploading. This can be a .txt or .csv file as described in the more info area of the page as shown above.

Users can add data by copying and pasting (or manually typing) into this area.  Each piece of data needs to be on a new line.