MARKETING: Creating Lists
When getting started in Email Marketing, the best place to get started is with creating new Lists. This will allow you to start building your collection of names and emails for use in sending campaigns in the future.
To create a new List, simply navigate to Office > Email Marketing > Manage Lists, and click the ADD NEW LIST button. This will open a simple form where you can enter the name of the new List, and save it by clicking “Create”.
Once the List has been created, you can begin adding names and emails to the List by selecting “View” from the Options drop-down list.
From this page, you will have the option to add new subscribers to the List in a variety of ways, including manual entry, importing via CSV, and importing existing users from your CRM or Manage Users menus. You can also export the existing subscribers from the List into a CSV file. Additionally, you can edit the name of the List by clicking “Edit List”. Once a subscriber has been added to a list, you can unsubscribe or fully delete them from the List using the Options drop-down.
Add Subscribers Form
Use this form to manually add Subscriber emails and (optionally) names via a simple text field. When adding, you have the option to add both names and emails, or only emails. In either case, each subscriber’s info should be on a separate line. In the case of adding both names and emails, you will want to separate the name and email on each line with a comma. See example below:
When done, simply click “Add”, and the subscribers will be added to the List, and you will be redirected back to the main List view page.
If you like to bulk import a large amount of subscribers, importing via CSV would be the best option. Simply create a CSV file (using Google Sheet, OpenOffice, or similar spreadsheet program) and format it according to the below example files. Essentially, you will want the CSV to have either one or two columns (depending on if you wish to import Name and Email, or just Email), with the column headers being “name” and/or “email” respectively. Additionally, in each column will be the names and/or emails or the subscribers. Example files below:
Once you have the appropriately formatted file created, you can upload it from this page and click “Import”. The subscribers will be added to the List, and you will be redirected back to the main List view page.
Import From CRM
If you have existing Contacts (Leads, Prospects, Clients) who you would like to add to Lists as subscribers, you can accomplish this using the Import From CRM option. When this option is chosen, you will be taken to a table of all of your existing Contacts. Simply check the boxes next to the Contacts you want to import to the List, and use the Options drop-down to import when done.
Import System Users
If you have existing users (Managers, Teammates, etc) who you would like to add to Lists as subscribers, you can accomplish this using the Import System Users option. When this option is chosen, you will be taken to a table of all of your existing users. Simply check the boxes next to the users you want to import to the List, and use the Options drop-down to import when done.
Export All Subscribers
Clicking this option will automatically trigger a download of a CSV file containing all of the subscribers from the List. This CSV is formatted in the same way as the supported format for importing, so you can directly import this CSV into another List if desired.
Setting up Autoresponders allows you to send multiple emails automatically to new List subscribers, on a predetermined schedule that you set. For example, you could setup different Autoresponders to send at 5 Minutes, 6 Hours, 3 Days, 2 Weeks, and 4 Months. Each Autoresponder would be independently scheduled, and would be triggered to be sent on that schedule whenever a new subscriber is added to that List. The amount of time that you define for the Autoresponder (5 Minutes, 6 Hours, etc) is the amount of time after the subscriber is added to the List that the Autoresponder will be sent. For this reason, Autoresponders are List-specific, meaning they are created inside a particular List, and they will only send to subscribers who are added that specific List.