Marketing Lists - Contacts


Adding Contacts to a Marketing List

Adding Existing Contacts to a Marketing List

Step     Action

  1.       Select {Add} under Contacts on the Marketing List edit page. Select 

            to add {Existing} contacts. An Add Contacts modal window will open.


  2.      Select the Contacts to be added.   

  3.      Select {Add}. A results window will pop-up to indicate the Contacts

             successfully added.

  4.      Select X to close pop up results window.


Adding New Contacts to a Marketing List

Step     Action

  1.      Select {Add} under Contacts on the Marketing List edit page. Select 

           to add {New} contacts. A New Marketing List Contact modal window will open.

  2.      Complete the fields.   

  3.      Select {Save}. A results window will pop-up to indicate the Contact has been

            saved.

  4     Select X to close pop up results window.


Importing Contacts to a Marketing List

Step     Action

  1.       Select {Add} under Contacts on the Marketing List edit page. Select 

              to {Import} contacts. An Import Contacts modal window will open.

              

  2.      Select {Choose File}. A File Upload modal window will open.

  3.     Locate file on computer to be imported and select {Open}. The name of the file to

         be opened will appear to the right of the {Choose File} button.

 

  4.      Select {Map}. An Import Contacts modal window will open. 

 

       

  5.       Assign fields to be mapped by selecting options from drop-downs.

  6.     Select {Import}. A pop-up window will confirm update completed.


   7.       Select X to close pop-up window.


Editing a Contact on the Marketing List

Step     Action

  1.       Hover mouse over the name of address to be edited under Contacts. A pencil 

            icon will appear on the right-hand side of the name. Select the pencil icon.


  2.     An Edit Marketing List Contact modal window will open.

  3.      Make required changes.

  4.      Select {Save}. A results window will pop-up to indicate the Contact saved 

             successfully.


  5.       Select X to close the pop-up window.    


Deleting a Contact on the Marketing List
Step     Action

  1.       Select entries under Contacts to be deleted by checking boxes on the left-hand

            side. All entries can be deleted by checking box to left of {New} under Contacts.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.


  3.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected contacts have been deleted.

  4.      Select X to close pop up results window.


Exporting Contacts

Step    Action

  1.      Select {Export} under Contacts.


           Note: You may need to confirm the file to be opened/saved before 

          proceeding, depending on your web browser. The file will open or be saved 

          to your computer depending on your web browser.