Creating a customer contact list

Contact lists are self managed marketing lists that can be used when sending bulk marketing messages.

How to create a contact list:

  1. Navigate to Utilities > Communications > Contact List
  2. Enter name for your contact list. e.g. VIP customers
  3. Click on the View contact list icon
  4. Click on Add Contacts
  5. Search for the customers you wish to add to the contact list
  6. Select each customer by clicking in the select box and then choose Add to Contact List

Customers who have been excluded from the mailing list on their profiles will not be visible in the contact list search results. Customers who opt-out from marketing messages will be automatically removed from any existing contact list. 

 

How to use a contact list:

  1. Navigate to Customers > New Bulk Message
  2. In the Recipients drop down select Customers in a contact list
  3. Select the Contact List that should receive your message
  4. Fill in the desired message fields and click Preview Bulk message
  5. Confirm the recipients list is correct and click Send Bulk Message