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.

Duplicating a Marketing List

Step    Action

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

  2.      Select entries under Marketing Lists to be duplicated by checking boxes

           on the left-hand side. All entries can be duplicated by checking box to left of

          {New} under Marketing Lists.


  3.      Select {Duplicate}. A results window will pop-up to indicate the marketing

           lists have been duplicated. The duplicated marketing lists will also now

           appear with (Copy) in the name.