Marketing Lists - Creating a New 

Marketing List

Users can create marketing lists for uses like marketing, promotions 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.

Creating a New Marketing List

Step     Action

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

  2.       Select {New} under Marketing Lists. A New Marketing Lists page 

            will open.

  3.      Enter a name for the new Marketing List

  4.      Select {Save}. The page will now show the name of the new marketing list.


           Note: The option to add additional contacts will be available once the new 

           marketing list page has generated. (See Marketing Lists-Contacts)