Instructions for creating and editing mailing lists for email marketing.
Before sending messages via email marketing, mailing list(s) must be created in the system.
Mailing Lists Main Page
Creating a New Mailing list
1. Navigate to the mailing lists from the system's admin side by selecting:
→ "Marketing"
→ "Email Marketing"
→ "Mail Lists"
Create a new mailing list by clicking at the top of the page:
→ "Add New"
2. Give the mailing list a name and write a description.
The mailing list name must be unique.
The description helps in identifying and distinguishing between different mailing lists.
In the "Owner" section, assign an owner to the mailing list if you want to restrict visibility of the mailing lists based on roles.
Confirm the addition of the mailing list by clicking:
→ "Add"
Adding People to the Mailing List
3. Click on the created or desired mailing list by its name to open it.
4. Mailing lists can be formed in two different ways.
Method 1: Forming mailing lists automatically based on various rules, such as tags. Click at the bottom of the page:
→ "Edit Rules"
Method 2: People can be added to the mailing list manually by clicking at the top of the page:
→ "Add Persons"
Method 1: Automating the Mailing List Using Tags
Automatically updating mailing lists are an efficient way to ensure mailing lists are always current. For example, when adding new customers or staff members, it's simply necessary to assign a tag to the new contact in the system's CRM. This tag will then automatically add them to the appropriate mailing lists.
1. Select from the bottom of the page:
→ "Edit Rules".
2. Enter the tag in the field according to which you want to create a rule for the mailing list.
The "Person's Tag" section adds to the mailing list those contacts who have been assigned the specified tag in the system's CRM.
The "Company's Tag" section adds to the mailing list the contacts of individuals from companies that have been assigned the specified tag.
Note! The tag must already exist in the tag management (CRM -> Settings -> Tags); new tags cannot be added in this section.
Mailing lists can also be created based on other rules by clicking "Add New Rule".
Once the desired rules are selected, click "Save".
The mailing list will now automatically update based on the defined rules.
3. When the mailing list is created according to the rules, a notification will appear at the top of the page when opening the specific mailing list: "List members are added and removed according to the rules."
On such lists, individuals cannot be removed by clicking the "trash can" icon. Instead, they are removed by deleting the specific tag from their profile.
Individuals cannot be added to the list in any other way than by adding the specific tag associated with the mailing list to their contact in the CRM.
Method 2: Adding People to the Mailing List Manually
In some situations, it may be necessary to create a manually updated mailing list. Remember that manually created mailing lists need to be updated regularly.
1. Click at the top of the page
→ "Add Persons"
2. Using the search fields, you can narrow down the target group.
3. Individuals are selected for the mailing list by checking the box in front of their name.
To select all contacts visible on the page (you can adjust the number of visible contacts from the "show" dropdown menu at the bottom of the page), check the box in front of the search fields.
Individual names can be added to or removed from the mailing list by checking or unchecking the box in front of their name.
4. Once the desired names for the mailing list have been checked, click at the bottom of the page
→ "Save Selected"
