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Creating a Subscriber Mailing List

You can create an e-mail mailing list for an electronic subscription sent using the Messaging Job Set Up Wizard or a hard copy mailing list for subscriptions that need to be delivered by mail (Running the Mailing List report).

To create a subscriber mailing list, complete the following steps:

  1. Create the Mailing List Name.
  2. Click the Accounting hyperlink on the Module Menu to launch the Accounting module.
  3. Click the Purchases group item to view the list of available actions.
  4. Click the Find Subscribers link to open the Find - Subscriber page.

Note: You can also get to the Find Subscribers link by going through the CRM module > Purchases group item.

  1. Enter your search criteria for the subscribers for which you are searching in the available fields on the Find - Subscriber page.

  1. Click the Go button. A list of subscribers matching your criteria will display.
  1. Click the Add Group To Mailing List icon, located in the upper right corner of the List - Subscriber page.  This will open the Add Group to Mailing List pop-up window.

  1. Expand the Mailing List drop-down menu and select the mailing list to which you will add the subscribers.
  2. Enter a Start Date and End Date for the mailing list in the appropriate fields.

Note: If the mailing list does not appear in the list, you can click the Add icon to add a new mailing list. Follow the steps outlined in the Creating a Mailing List Profile help topic to add the new mailing list.

  1. Click the Process and Add to Mailing List button.

    2. The Add Group to Mailing List pop-up window will update and display how many records have been added to the mailing list. The subscriber mailing list is now created.

Tip: To create a hard copy mailing list for subscriptions that need to be delivered by mail, go to the Reports module to create a Subscriber Mailing list that can be printed.