Customer Relationship Management made simple ConvallisCRM

Maintaining Mailing Lists

Video Tutorial

Mailing Lists provide a simple solution to targeting your audience, without you having to select each contact individually to send something to. Your company may be targeting a certain geographical area for marketing and may want to mail all of the contacts within that area, or maybe you want to target contacts in a certain category. Setting up a mailing list makes it easy to send the message out to just those people. The tutorial below will show you how to maintain your mailing lists.

To start click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue, to maintain the Mailing List, click the row labelled Mailing Lists.

Maintain mailing lists tab

To add a new Mailing List click Add, this will open a new window where you can type in the name of your new Mailing List. Once done click OK and the new mailing list name will be saved.

To delete a Mailing List click the red cross next to the one you wish to delete, this will open a message box to confirm the deletion, click Yes.

To edit the name of a mailing list click Edit button, this will open a box where you can edit the name. Click OK after editing to save the changes.

Add Contacts to Mailing List

  1. Select a Contact.Use the search function to find your contact.
  2. Click Edit in the Contact Details box. Edit Contact Button
  3. Select the Mailing Lists tab.
  4. Tick the box next the mailing list you wish to assign the contact to.
  5. Click Save to complete the process. Your contact is now assigned to mailing lists which can be changed should you need to in the future.

You can also add contacts to mailing lists from the Export tab after creating a report.

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