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
Searching Marketing Lists
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}.