{"id":2255,"date":"2026-10-12T16:08:09","date_gmt":"2026-10-12T21:08:09","guid":{"rendered":"https:\/\/realdialer.com\/help\/lists-organize\/"},"modified":"2026-10-12T16:08:09","modified_gmt":"2026-10-12T21:08:09","slug":"lists-organize","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/lists\/lists-organize\/","title":{"rendered":"How to organize your lists (our recommended setup)"},"content":{"rendered":"

What it is<\/h2>\n

How you split people into lists decides what you can see and call later. A list is the smallest piece you can report on, give its own voicemail, add to a campaign, or take out of one. So keep each list to one kind of person in one place, and use folders, tags and campaigns to group them.<\/p>\n

Our recommendation: one list per subdivision, a folder per town, and campaigns built from the subdivisions you want to work together.<\/strong><\/p>\n

Where to find it<\/h2>\n

Lists in the left menu. Neighborhoods in the left menu for subdivision lists. Campaigns in the left menu to group lists for dialing.<\/p>\n

Steps<\/h2>\n
    \n
  1. Save one area per subdivision.<\/strong> In Neighborhoods, type the subdivision name in the search box and pick it. That adds the subdivision as a filter so only its homes count. Draw around it, then name the area after the subdivision, for example Westhaven<\/strong>.<\/li>\n
  2. Give each subdivision its own list.<\/strong> When you get phone numbers for the area and send them to a list, name the list the same as the subdivision. One subdivision, one list.<\/li>\n
  3. Tag the list with its town and type.<\/strong> Click the list’s three dot menu, choose Tag<\/strong>, and add tags such as Franklin<\/strong> and Neighborhood<\/strong>. Expired, FSBO and sphere lists get their own type tag the same way.<\/li>\n
  4. File lists into a folder per town.<\/strong> Click the New folder<\/strong> icon at the top of the Lists panel and make a folder for each town, or click Auto-organize<\/strong> and pick A folder per town, with type subfolders<\/strong> to build them from your tags in one go.<\/li>\n
  5. Group subdivisions into a campaign.<\/strong> Open Campaigns, make a campaign such as Franklin farm<\/strong>, and on its Lists<\/strong> tab add the subdivisions you want to call together. To call a whole town, click Call this folder<\/strong> on the town’s folder instead. RealDialer builds that campaign from every list inside it.<\/li>\n
  6. Check which subdivisions answer.<\/strong> Open List performance<\/strong> on the Lists page. Because each subdivision is its own list, you see conversations and appointments per subdivision and can drop the quiet ones from the campaign.<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • Many subdivisions in one campaign is the best default.<\/strong> The dialer keeps moving through all of them, so you spend less time switching. You still see each subdivision’s own numbers in List performance.<\/li>\n
    • One campaign for one subdivision<\/strong> makes sense when you farm that neighborhood hard, for example a monthly market update to the same 300 homes, and want its call settings and pace kept separate.<\/li>\n
    • Each list can have its own voicemail, so you can name the subdivision in the message (“I’m calling homeowners in Westhaven”) even when several subdivisions share one campaign. See Use a different voicemail on each list<\/strong>.<\/li>\n
    • The same list can sit in more than one campaign. Taking a list out of a campaign never deletes it or anyone on it.<\/li>\n
    • Don’t merge subdivisions into one big list. You lose the per-subdivision results and can’t drop one neighborhood without dropping them all.<\/li>\n
    • Leave Skip parcels I already saved<\/strong> on in Neighborhoods so a home that sits on two areas’ edges is only paid for once.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      How you split people into lists decides what you can see and call later. A list is the smallest piece you can report on, give its own voicemail, add to a campaign, or take out of one. So keep each list to one kind of person in one place, and use folders, tags and campaigns to group them.<\/p>\n","protected":false},"featured_media":0,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/lists","_rd_doc_source_id":"lists-organize","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"How you split people into lists decides what you can see and call later. A list is the smallest piece you can report on, give its own voicemail, add to a campaign, or take out of one. So keep each list to one kind of person in one place, and use folders, tags and campaigns to group them.","footnotes":""},"rd_doc_category":[18],"class_list":["post-2255","rd_doc","type-rd_doc","status-publish","hentry","rd_doc_category-lists"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/2255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":0,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/2255\/revisions"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=2255"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=2255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}