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.
