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)