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Email Mailing List Search

Existing Mailing List

This is where you search for an existing Email Mailing List

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 CRM Module> Activity> Email Mailing List

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List Name Search for your list by list name
Description Search for your list by description name
Order By Search for your list by order either by name, description or captured by

 


 

 

Creating a new mailing list.

 CRM Module> Activity> Email Mailing List

Click Add

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Add the Mailing List Name and a Description and click Save

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Click Save a new a window will open
Here you can start adding your contact for the mail.

Click Add

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  1. Use the filters to limit your search results
  2. Click Search - The contacts grid will populate with Contacts
  3. Either double click on the contact you want to add to the Selected column or use the Arrows to move these contacts over.
  4. Click Close when you are happy with your list

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When you click Close, you will see your mailing list that you created in the list 

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From here you can double click to open the list to make any changes needed.

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Save Click Save to save any changes made
Add Click Add to add a contact that may have been missed 
Bulk Add Click Bulk Add to add a bulk amount of Contact to the mailing list (Maybe from a different Contact Type or Category.)
Remove Highlight the line you want to remove by clicking on the line and clicking Remove.
Remove All Click Remove All if you want to delete all contacts in the mailing list
Export to Mail Chimp Click Export to Mail chimp to create this mail list in Mail Chimp.