You are here: netFORUM Pro Modules > E-Marketing > Mailing Lists > Creating an E-Mail Mailing List from Search Results

Creating an E-Mail Mailing List from Search Results

Create an E-mail Mailing List from a list of search results. For example, you may want to send correspondence to individuals who have registered for an event, committee members who want to receive meeting minutes, or members who live in a certain state. After you search for the recipients using the desired search criteria, from the List page, you can click the Add Group to Mailing List icon to create an e-mail mailing list for this set of individuals.

Note: Mailing lists created from a list of search results are static and are not updated at runtime as are the recipient lists created using the Messaging Setup Wizard. For example, if you create a mailing list for a particular group of individuals, a month later, the mailing list may be out-of-date. The original mailing list will not include the individuals who were entered into the database since the last mailing list was created. (For more information on recipient type mailing lists, see Selecting the Recipient Type or Mailing List - Messaging Job Setup Wizard.)

To create an E-mail Mailing List from search results:

  1. Enter search criteria to find the individuals that you want to include on your mailing list (e.g., Find Event Registrant, Find Committee Member, Find Member, Find Individual, Find Individual by Demographic, etc.).

  1. On the list of search results, click the Add Group To Mailing List icon.

  1. In the Add Group to Mailing List window, select the name of the list from the Mailing List drop-down list to add the group to the Mailing List Profile. (You can add a new Mailing List Profile from the Add Group to Mailing List window.

To create a new Mailing List Profile:

  1.  Next to the Mailing List field, click Add.

  1. In the Mailing List Information window, enter a Mailing List Name.
  2. Select a Mailing List Type. (To add a new Mailing List Type, click Add. You can also add a Mailing List Type from E-Marketing Setup.)
  3. Enter a Description.
  4. Click Save.

To add the group to the Mailing List:

  1. In the Add Group to Mailing List window, select the Mailing List.
  2. If you want the list to be available for a set time period (e.g., one year), enter a Start Date and End Date.
  3. Click the Process and Add to Mailing List button.

This adds the group to the Mailing List Profile.

Note: You can add additional individuals to this mailing list at any time.