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Main Menu > Direct Marketing > Mailing List Maintenance

 

To create a new static mailing list (eg. a list of addresses that is only updated manually), enter a unique code for the mailing list, up to 6 digits.

You cannot delete the ‘TEST’ list or the ‘UNSUB’ list, as these are required by the system, however you can add and remove recipients from these lists.

 

Direct Marketing - Mailing List Maintenance Screen

Direct Marketing - Mailing List Maintenance Screen

 

Number 1

List Code - The unique code relevant to the mailing list (To create a new static mailing list enter a unique List Code and click Yes when asked if you wish to create a new mailing list)

Description - The Description of the mailing list

Number 2

Recipient Type

Email Address - Recipient will receive marketing campaigns via email

Fax Number - Recipient will receive marketing campaigns via fax

Number 3

Recipient Name - The name of the recipient

Email Address - The recipients email address if recipient type selected is email

Fax No - The recipients fax number if recipient type selected is fax

Number 4

Add - Saves the selected recipient details

Clear - Deletes the selected recipient details

Number 5

Displays a list of saved recipients for the selected mailing list

Number 6

Save - Saves the mailing list or any changes made to an existing mailing list

Clear - Clears the current screen allowing users to select another mailing list

Delete - Deletes the selected mailing list

Listing - If clicked a list of the saved recipients for the selected mailing list will be exported to an excel spreadsheet.

Close - Closes the screen

Edit in Excel - Users can edit existing recipients by clicking on the Edit in Excel button. Click on the spreadsheet that opens in the background (do not click on the pop up box), make any changes required (i.e email addresses/names) Save and close the spreadsheet when finished (file will save as Tab delimited)

Click OK on the pop up screen that originally appeared

Click Yes to import data

 

To amend a recipient users can double click on the recipients name in the list of saved recipients, make the necessary changes and then click Add.

To delete a recipient users can double click on the recipients name in the list of saved recipients, then click Clear.

  

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