Maintain Mailing Lists

Mailing Lists provide a simple solution to targeting your audience, without you having to select each contact to send something to. Your company may be targeting a certain geographical area for marketing and they want to mail to all of the contacts within a certain category or geographic area. Setting up a mailing list makes it easy to send the message out to just those people. The tutorial below will show you how to maintain your mailing lists and hopefully keep them tidy.

1. From the menu, select Administration > Maintain Contact Lists.
2. Click the Mailing Lists tab.
3. At the bottom of this list, there is a insert box.
4. Type in a name for the mailing list.
5. Click Insert.

That's creating a mailing list complete. Now you need to add contacts to it.

1. From the menu, select CRM > Find a contact.
2. Select a contact.
3. In the Contact Details, click Edit Details.
4. Select the Mailing Lists tab.
5. Select the lists you want to add the contact to.
6. Click Save.

Now you have completed your mailing list, you can start sending your messages out to that list.

Maintain Mailing Lists Screenshots:

Maintain Mailing List Tab:

Mailing List options box: