2- Enter the name you want to give to the “List” and a description; click “Save New List”
- Add new contacts to the list
A. 1- Click “Add New Contacts To List"; a window will open
2- Choose the list you want to add the contact to by clicking on the arrow next to “Select List”.
3- Choose the contacts you want to add to the list by clicking on the checkbox next to each contact. You can filter your contacts by using the Search Bar right above the Contacts table.
4- When finished click “Save Clients To List”.
B. 1- Click on "Contact" in the main navigation bar
2- Filter by the Criteria of your choice
3- Check mark the boxes next to the names of the contacts you want to add to the list. OR Check mark the box next to "Contacts" To select them all.
4- Click on "Actions" in the yellow box that appeared on top of the Contact List.
5- Select "Add To List" from the Drop-down
6- A window will roll out for you to select the name of the List
7- Click "Save Contacts To List"
- Send an email to a list
1- Go to "Templates" in the Marketing Section
2- Click "Send" icon to the right of the template
3- A new window will appear
4- Choose the list you want to send it to
5- Choose if you want the template to be sent "Immediately" or "Scheduled". If you choose "Scheduled" a new drop down will appear for you to select the "Day" and "Time" you want the e-mail to be sent.
6- When finished click "Save & Send Email"