video1.0<iframe src="https://www.loom.com/embed/aae821b3f1734999b7586a999f03384b" frameborder="0" width="1760" height="1320" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13201760Loomhttps://www.loom.com13201760https://cdn.loom.com/sessions/thumbnails/aae821b3f1734999b7586a999f03384b-92777e98650edae3.gif3786.28This Loom explains the list upload process in Offer and how lists are prepared and filtered for SMS campaigns. The presenter shows using a CSV from the request, pasting it into Google Sheets, splitting it into separate spreadsheets for mobile 1, mobile 2, and landline, and ensuring headings match Offerable account mappings, including filtering out rows where “litigator” is true and selecting only mobile numbers for SMS. It covers removing unnecessary columns, downloading each sheet as CSV, and importing via Seller Tools under seller contacts, then creating smart lists with workflows and tags including the date and phone type. The session also addresses adding someone to an Offerable account (settings then my staff, add user, roles and permission) and notes that Circle access may need to be confirmed with Charge Up.