Recipient List

This article provides a few basic methods for creating a recipient list.

 

 

1. On the left-hand panel, select Marketing.
2. You will be redirected to the Campaign Creator
3. To modify the list of recipients, click on the Edit Recipient List button in the Create List
4. In the Edit Recipient List window, choose a location to get the recipient list from:
   • Contact Groups
   • Contact Search Results
   • Favorites
     

Contact Groups

 

 

1. If you clicked on Contact Groups, you will be taken to Contacts > Contact Groups.
2. To create a new group, click New Group.
3. In the Group Editor section, fill in the necessary information.
4. Once you are finished, click on the Save
   
   
   
   
   
   
5. Your created group will be listed in the My Group
6. Click on Return to Campaign Creator to go back.

 

Contact Search Results

 

1. If you clicked on Contact Search Results, you will be taken to Contacts > Contact Search.
2. Type in the contact you wish to search.
3. Click Search.
4. In the Search Results section, all matches of your contact search will be listed. Select the contact you would like to include in your recipient list.
5. Click on Return to Campaign Creator to go back.

 

Contact Favorites

 

 

1. If you clicked on Favorites, you will be taken to Contacts > Contact Favorites.
2. The most frequently collaborated contacts will be listed in the Favorites Select the contact you would like to include in your recipient list.
3. Click on Return to Campaign Creator to go back.