button to add a new Individual to the Mailing List. The Add List Member window appears.
A Mailing List is a collection of Individuals collected for a Messaging Campaign. Mailing Lists are very useful when sending large amounts of e-mails to specific customers or to groups of customers that otherwise would not have anything in common.
For example, in netFORUM, a mailing list may be used to send a monthly newsletter to Individual members, Non-member Individuals, Press, and some Vendors. It would be easy to simply put together a query to send the monthly newsletter to recent membership only. However, it is much more effective to to create a mailing list of disparate groups who share this commonality and interest instead.
The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Mailing List group item. Also available is the ability to Merge Mailing Lists which is discussed below.
A Mailing List is a list of names and addresses kept by an organization for the purpose sending correspondence. You can keep track of mailing lists in the Marketing module by assigning the mailing list a name, mailing list type, and description.
You must decide what types of mailing lists your organization will use and define them in Marketing Setup to be used as a means of categorizing each one. For example, you may choose to create a mailing list for administrative purposes, vendors, press, advertisers, and so forth. Not only will this enable categorization, it will allow customers to opt-out of specific types of correspondence should they not want to receive that type in the future should you decide to mirror your mailing type opt-out categories in a similar manner. Those types must be defined in set-up before they will appear in the type drop-down. Once you have created your mailing list types, you are ready to create the mailing list itself.
To add a Mailing List:Note: It is much more common to use a Find or Query to decide which individuals are to be added to your mailing list first and then to use the Add Group to Mailing List functionality to create your Mailing List in one step as opposed to creating a blank mailing list and then adding individuals in two steps as demonstrated here. View the section on Adding a Group to a Mailing List for more information.
Once your Mailing List has been created, you are ready to add Individuals. There are three main methods to populating your list with Individuals:
The add group to mailing list icon appears on the List (search results) page. This mailing list icon allows you to add a group of names and addresses from the List page to a mailing list when you use the Find or Query functions in netFORUM. This is the easiest way to add several records at once to a newly created Mailing List.
NOTE: This is a one-time copy from a query into a mailing list, not a link to the query. If the results of a query change after being added to a mailing list, the mailing list would not be updated.
To add a group of people to a mailing list:You may also add individuals to a mailing list from their Individual Profiles. The Correspondence Tab contains a Mailing Lists child form that you may use to do so.
Click the Add button to add a new Individual to the Mailing List. The Add List Member window appears.
Enter the last name then first name with no comma of the Individual you want to add or click the Lookup 
button to conduct a search.
If you want the Individual to only remain on the list for a specified period of time, enter the Start and End date. The Individual will be removed from the mailing list after the End date if this is specified.
Enter a description for the Individual, if needed.
Fill out the Contact Information section by specifying the communication preference drop-down and adding address, phone, fax, e-mail, and URL information.
Note that if these items do NOT appear in the drop-down fields that they were not originally specified in the customer record. You may choose at this time to add more information (or change it) by selecting the Add button and modifying the record. However, if you modify information here, it WILL be changed within CRM as well and on the original customer record!
When you create a mailing list, a Mailing List Profile is created. Using the List Members Child Form on the Mailing List Profile, you may add an Individual to the Mailing List.
Click the Add 
button to add a new Individual to the Mailing List. The Add List Member window appears.
Enter the last name then first name with no comma of the Individual you want to add or click the Lookup button to conduct a search.
If you want the Individual to only remain on the list for a specified period of time, enter the Start and End date. The Individual will be removed from the list after the End date if this is entered.
Enter a description for the Individual, if needed.
Fill out the Contact Information section by specifying the communication preference drop-down and adding address, phone, fax, e-mail, and URL information.
Note that if these items do NOT appear in the drop-down fields that they were not originally specified in the customer record. You may choose at this time to add more information (or change it) by selecting the Add button and modifying the record. However, if you modify information here, it WILL be changed within CRM as well, on the original customer record!
The mailing list exclusion feature allows you to exclude selected names from a mailing list.
To Add a Mailing List Exclusion:
1. Go to the Marketing module.
2. On the exclude list child form, click the Add button. The Add - Mailing List Exclude page displays.
3. Select a sort name (Last Name, First Name) that you want to exclude from the mailing.
4. Click Save.
You can import a mailing list into the database using the List Import Wizard. The Import Wizard is accessed through the Marketing Overview page by clicking on the Import Lists link under the Manage Mailing Lists icon.
For complete step-by-step instructions on using the Import Wizard, view the topic on Importing a Prospect List. The same steps apply for Mailing Lists.
Finding a mailing list that has been created is easily accomplished. The Find function is universal throughout netFORUM and detailed on the Find topic.
Finding a mailing list within the Marketing module follows the same format and function. You may search by the following:
The Advanced View checkbox allows you to conduct Boolean searches to broaden and narrow your search as needed. If you are uncertain with what you are looking for, use the netFORUM wildcard character, the percent sign (%) to help you with your search.
The Mailing List Profile is displayed once you have created a new mailing list in the netFORUM application. If you want to navigate to and view a specific profile page:
Depending upon which list you choose, its Mailing List Profile will display.
The Mailing List Profile displays the mailing list name, type, and any description that was entered upon its creation. It also specifies if it is a seeded list. When you select the seed list check box, this means that the mailing list has been designated as a seed list and is now available in the seed list drop down when future communications are sent with all mailing lists. If the mailing list is selected in the drop-down it means that all recipients on the mailing list will receive the communication regardless of an opt-out preferences that have been set. Seed lists are generally created for testing purposes or for certain groups of people that always need to be sent notifications such as Staff Members. Notice in the example above that you are warned that a mailing list has been designated as a seed list when it is created.
On the mailing list Actions Bar, you are able to communicate with members of the mailing list by clicking the communicate icon which is discussed in more detail below. If you want to edit the set-up of your mailing list, including the name, type, description, and seeding, click the Edit button.
Finally, the mailing list contains one child for; the list members child form. This child form is discussed in more detail below.
The List Members Child Form is where you will find all Individuals that are on your mailing list.
It is also where you may add new Individuals to your mailing list if you choose as described below in the Adding Individuals to a Mailing List from the Mailing List Profile section. The Individual's Sort Name, Full Name, Organization (if applicable), and Start and End Dates are found. You may edit the details of the Individual by clicking on the pencil or edit button. Note that any changes you make here to an Individual are also reflected in CRM on the Individual Profile.
A communication preference is an Individual's preferred method of receiving information (e.g., e-mail, phone, fax, or mail). You may edit an Individual's communication preferences from the Mailing List Profile.
To Edit an Individual's Communication Preference from the Mailing List Profile:
1. Go to the Mailing List Profile.
2. Click the Edit button next to the Individual's name you whose communication preference you would like to change.
3. Select his/her communication preference in the drop-down. Click Save.
Note: Clicking the Hide/Disable Record check box will exclude this individual from any Call to Action where this mailing list is used.
You may decide that you need to merge two previously created mailing lists into a single new mailing list.
To merge mailing lists:Once you have your Mailing List created and all Individuals added, you are ready to begin communicating with the list. This is accomplished through the communicate icon found on the Actions Bar.
Click the communicate icon when you are ready to begin sending messages to your mailing list. The Send Mailing List Correspondence window will appear. Complete the fields in this window to communicate with each of your mailing lists.