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:

1. On the List page, click the Add Group To Mailing List icon.
2. The Add Group to a Mailing List window will display.
3. Select a list from the mailing list drop-down list (DEFAULT: first item in list).
4. Select a start date and end date (start date will default to current date).
5. Click the process and add to mailing list button.
6. Number of records in list result will be added to list.

To add a new Mailing List, complete the following steps:

1. On the List page, click the Add Group To Mailing List icon.
2. The Add Group to a Mailing List window will display.
3. Click the Add button.
4. The Add - Mailing List (edit/add) page will display.
5. Enter a name in the name text box.
6. Select the group type from the type drop-down list.
7. Enter a description in the description text box (optional).
8. 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.