Adding a Group to a Mailing List
Using the Add Group to Mailing List icon will allow you to create a static list of individuals that will receive correspondence e.g. newsletters, upcoming events, meetings etc. You can add and delete individuals from the list at will.
To add a Group to a Mailing List, complete the following steps:
- On the List page, click the Add Group To Mailing List icon.
- The Add Group to a Mailing List window will display.
- Select a list from the mailing list drop-down list (DEFAULT: first item in list).
- Select a start date and end date (start date will default to current date).
- Click the process and add to mailing list button.
- Number of records in list result will be added to list.
To add a new Mailing List, complete the following steps:
- On the List page, click the Add Group To Mailing List icon.
- The Add Group to a Mailing List window will display.
- Click the Add button.
- The Add - Mailing List (edit/add) page will display.
- Enter a name in the name text box.
- Select the group type from the type drop-down list.
- Enter a description in the description text box (optional).
- Click Save.
Note: Select the seed list? check box if this is a list of individuals used for ensuring a mailing is sent, received, and received correctly.
The process of adding individuals to a Mailing List works in conjunction with the Marketing module.