Marketing Lists - Contacts
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.
Adding Contacts to a Marketing List
Adding Existing Contacts to a Marketing List
Step Action
1. In CRM, click the Marketing Lists tab and select a list to edit.
Select {Add} then {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. A results window will pop-up to indicate
the imported .csv is ready to be mapped.
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. A .csv file will open or be saved to your computer. On PC/Mac the
default file location is in your Downloads folder.
