Skip to main content

Email Mailing List Search

Existing Mailing List

This is where you search for an existing Email Mailing List

Video Training Manual 2016 - Click Here

 CRM Module> Activity> Email Mailing List

image.png

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

image.png

Add the Mailing List Name and a Description and click Save

image.png

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

Click Add

image.png

  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

image.png

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

image.png

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

image.png

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