Mass Email Campaigns: Client List

You now have the ability to create Custom Client Lists for your Mass Email Campaigns by adding and/or deleting individual clients from a pre-selected filter!

Choosing a Client List

1

Click the Clients icon

Click the red icon under the Clients column.

2

Select new clients

Click the Select new Clients for this Campaign button at the top.

Select New Clients for this campaign

3

Select and save a filter

Select a Filter Type, then click the Save button that will appear at the bottom.

A list of your clients’ names and email addresses will appear.

Edit the Client List

1

Delete individual clients

To delete individual clients off the list, click the red icon.

2

Add a client

To add individual clients who might not already be on the list, click the Add a Client to this Campaign button at the top.

Add a client to this Campaign

3

Search or enter a client

Search an existing client, or enter a new client.

Then click the green Save button.

adding a client