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How do I generate a list of contacts?

People List Generation 

RocketReach does not sell lists, instead, RocketReach provides you with a custom tool that allows you to create your own custom contact lists from scratch

Our Filtered Search & List Generation features will allow you to filter the type of contacts you are looking for and generate a contact list in just a few easy steps, with two ways to do it.

📑Contents in this article - click to jump to section:

Bulk Add from a Current Search

To generate a list of contacts, start by applying your desired parameters on the people search page.

Step 1:  Create Advanced Search

Using our Advanced Search Filters, you can zero in on the most relevant contacts by setting criteria, or characteristics, for the people you'd like to connect with.  To do this you will visit the Search Page on the RocketReach web app:  

Pro Tip:  Try to use at least 3 filters to make your search targeted and highly relevant!

Search filters (highlighted).png

 In the example below, I am interested in looking for Operations Managers for companies in the construction industry, located in New York, NY.

Example Search Filters Used:

Location = Dallas, TX, US
Job Title > Department = HR
Industry = Banking

Advanced Search highlighted (Dallas, HR, Banker).png

 

Step 2:  Select 'Bulk Add'

Once you have created your desired search using the Advanced Search Filters, you can add any number of contacts from that search by selecting 'Bulk Add' at the top of the results pane:Bulk

 

Step 3:  Set Desired Parameters

Before performing a Bulk lookup and adding the entire search list to your contacts, you will be able to set your desired list and lookup parameters and preview a sample of the list you are about to create.

In the window, fill out the fields according to your preferences:

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  1. Set how many contacts you would like to receive at this time from the results of your search criteria.   (The minimum list amount is 50 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.)

  2. Provide a unique List Name for this set of contacts.

  3. (Optional) If appropriate, set a cap for how many contacts can be provided for each company

  4. (Optional) Choose to include or exclude unverified contact data.
  5. (Optional) Choose to include or exclude previously looked-up contacts in the list. 
    (You will never be double-charged for the same contact).

 

Step 4:  Select '+Add Contacts'

Now that you have set your list parameters, you can create your contact list from your search!   
Click +Add Contacts to begin the lookup.

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Step 5:  View Contacts / Download Results

Please allow a few minutes for your contacts to be searched and validated. You can close the window or select "Go to My List" to see all the contacts as they are found.

Screenshot 2023-08-28 at 3.17.27 PM.png

Your New List will automatically generate on your My Lists page under the list name you used in step 3.  

Helpful Hint:  From here, you can Export Contacts to a CSV file  

 

How to Generate a List from a Saved Search

Step 1:  Create a Search

Please refer to the information above. (Jump to Section)

Step 2:  Save this Search 

Once you have created your desired search using the filters, you can save it to easily reference anytime.

To save your search, click ‘Save this Search’ located to the right of the search result numbers.  This will prompt you to create a unique name for your Saved Search:

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Step 3:  Access Saved Searches

From the search page, you can revisit any saved search by clicking the ‘Saved Searches’ header on the top left, then selecting the desired saved search:

Screenshot 2023-08-28 at 3.28.08 PM.png

 

Selecting a saved search will populate the filters with all the settings that were previously used; the search results will automatically update to reflect profiles that currently match the search filters. To create a list of contacts, repeat steps 2-5 in the "Bulk Add" instructions above. (Jump to Section)

 

Choose Specific Contacts and Download as a List

Step 1:  Create a Contact List

From the search page, look in the top right corner for the list selector area. To create a new list, click the '+' button:

bulk-list-1a.png

Then type the name for the new list and click the '✓' button to save the new list:

bulk-list-1b.png

Step 2:  Add Contacts to the Contact List

Make sure the appropriate list is selected, then use the 'Get Contact Info' button to lookup desired contacts:

bulk-list-2a.png


The new contact will automatically add to the selected list: 

bulk-list-2b.png


You can also move contacts to a different list or copy contacts to multiple lists from the My Lists area by selecting the checkbox to the left of the appropriate contact:

bulk-list-2c.png

Step 3:  Download the Contact List

Once you are satisfied with your list, you can download all the details of the contact list to a CSV spreadsheet file. *Note for Enterprise users:  Downloading a verified contact for the first time will consume export credits. Learn More »

Use the left-hand menu to navigate to 'My Lists' then find and select the desired list. To download the CSV, click the 'Download List' button in the top right corner:

bulk-list-3a.png

 

 


To learn more about other ways to look up contact information in bulk or create contact lists, visit our bulk lookup help article:  Can I Lookup Emails In Bulk?

 

Have more questions? Talk to us