Marketing - Searching Marketing Lists


Overview

Users can create Marketing Lists for uses like marketing, promos and surveys. They can be filtered to previous order time periods, tags and locations. Lists can be exported to a csv and imported into any email marketing program


Using the search filters on marketing lists allows you to locate a particular  marketing list or it can be used to find multiple marketing lists with similar specs.


Searching Marketing Lists

Step     Action

  1.       Select {CRM} then select the Marketing Lists tab. 

  2.       The search criteria that can be used include:

Field
Action
Contact List Name
Enter in the full or partial marketing list Name.
Contact Name
Enter in the full or partial Contact Name 
Company Name
Enter in the full or partial Company Name.

 

  3.      Once Search criteria has been entered, select {Search}. To clear all search

          criteria, select {Clear}.