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.


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.


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.


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.


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.


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.