People List Generation
RocketReach does not sell lists. Instead, RocketReach provides you with a robust tool that allows you to create your own custom contact lists.
By using Filtered Search and Autopilot (previously Bulk Add), you can drill down on the type of contacts you are looking for, add them to a list, and download or export the data for use.
| ⚠️ Export-Based Accounts (including subscribers to Unlimited Lookup plans) will consume Export Credits for all export activities detailed in this article. |
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Automate List Generation with Autopilot
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🎯 Pro Tip: This method is recommended for most scenarios, including: when you need a large number of contacts; when you want to lookup and email in one step; when you need to refresh your list regularly with new contacts.
Step 1: Search
Before you can generate a list of contacts, first you need to apply your desired parameters (candidate criteria, ideal customer profile, descriptive characteristics) on the people search page with the Advanced Search Filters. Apply filters one at a time, making adjustments as appropriate based on the specific results or total pool.
🎯 Pro Tip: Try to use at least 3 filters to make your search targeted and highly relevant!
Step 2: Start New Autopilot
Once you're satisfied with your search results, locate the colorful button "Start New Search" in the bottom right corner. Click here then in the new window fill out the options according to your preferences (details below):
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Set how many contacts you would like to receive at this time from the results of your search criteria. (The minimum list amount is 25 contacts. Selecting "Add Max" will fill the number of lookup credits you have remaining at the time of the search, or up to 10,000.)
- (Optional) If appropriate, set a cap for how many contacts can be provided for each company. This is especially useful for improving your efficiency per company when time or budget matters for your project. 🔲 You must change this option to disabled/off if you wish to receive the entire list of matching profiles.
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(Optional) Choose to include or exclude unverified contact data. Selecting this option will NOT increase how many credits are used. (You will never be charged for contacts without verified data.) ☑️ You must check this box if you wish to receive the entire list of matching profiles, including contacts where we are unable to find any verified or possible contact info.
- (Optional) Choose to include or exclude previously looked-up contacts. Selecting this option will NOT increase how many credits are used. (You will never be double-charged for the same contact). ☑️ You must check this box if you wish to receive the entire list of matching profiles, including contacts that you may have accessed previously.
Step 3: Settings
Autopilot is a power all-in-one tool with a variety settings and options to help you do your work with less time and effort.
- Frequency: Choose a repeating frequency to automatically receive new contacts on a schedule, or leave as "Once" to run Autopilot immediately for one time only.
- Export & Create New List: Give your project a name to help you easily identify it later.
- Message Contacts (Optional): For maximum benefit, send an individual email to each found contact.
Step 4: Activate
Now that you finished the settings, select the button "Create Autopilot" to proceed to the final confirmation window. Please take a moment to review the confirmation—this is your last chance to go back and make changes before credits are used.
When you're ready, click the button "Activate" to generate the list. ⚠️ 1 credit will be used for each contact with verified data.
Step 5: View Contacts / Download Results
Please allow a few minutes for your contacts to be searched and validated (and emailed, if selected in Step 3). You will receive an email notification with an easy download option for the CSV file of contact data, or you can go to the Autopilot page and select Actions → View Contacts to see the results on RocketReach.
Choose Specific Contacts to Download as a List
🎯 Pro Tip: Use this method when you want to reorganize contacts that you previously looked up, or to get new contacts one at a time.
Step 1: Create a Contact Tag
From the Person Search page, look in the top right corner for the Tag selector area. Click and select from the available Tags, or create a new Tag by clicking the '+' button. Type the Tag name and click the '✓' button to save and use it.
Step 2: Apply Tags to Contacts
Make sure the appropriate Tag is selected! Then use the 'Get Contact Info' button to lookup desired contacts one at a time:
The new contact will automatically have the selected default Tag applied!
Alternatively, you can select multiple contacts using the checkbox to the left of the profile card, or using the "select all" checkbox at the top. Then use the bulk actions to either Lookup & Add to List (Get Contacts), or Lookup, Add to List, & Email (Email Contacts).
Step 3: Manage Contacts in Tag
Whenever appropriate, you can also add or remove Tags from contacts. Go to the My Contacts page and use the filters to find the desired contact. Choose contacts by selecting the checkbox to the left of the appropriate contact; this will display the options to organize contacts (Move, Copy, Delete).
Step 4: Export as a list of Contacts
Once you are satisfied with your selected contacts, you can download all the contact details as a list in CSV spreadsheet file format. *If you have Export Credits, downloading a verified contact for the first time will consume 1 Export Credit for every contact with verified data. Learn More
Use the left-hand menu to navigate to 'My Contacts' then filter to the desired Tag. To download the CSV, click the 'Download List' button in the upper left corner:
Additional Resources
If you already have a list of contacts but need the data updated or enriched with additional details, it's also possible to upload the list for an easy bulk update. Learn More