Zubifi Documentation

Accounting, CRM, and Email Marketing

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Marketing: Mailing Lists

Mailing lists allow you to create customized lists of subscribers to send messages and other materials. You can create as many lists as you like and import or assign subscribers through the Contact Profile page or using the Import tab in the list.

Mailing Lists

The mailing lists page allows you to search, sort, and filter your existing lists. If you want to add a new list we highly recommend using the Mailing List Wizard, or you can add a list manually through the PLUS menu at the top right of the screen.

Mailing List: Settings

The Mailing List Settings tab provides options for changing the list name and description. You can also set the email “From Name” and “From Email” which will be used when messages are sent to this address.

The “Reminder” field allows your subscribers to be reminded on why they are receiving communications sent to the list. The reminder or a link that displays the reminder text will be included in all email communications and is required under email marketing regulations. Please make sure this information is accurate prior to sending any messages to your list. Improper use of this field may result in account suspension or termination. If you have questions please contact us.

Mailing List: Subscribers

The Subscribers tab shows the current list of subscribers and can be sorted and searched like most lists within Zubifi. You can unsubscribe a member from the list by clicking the delete button on the right of the record. Note that member can only be unsubscribed and not deleted. This allows the reports to reflect properly and also maintains compliance to applicable regulations.

When available, clicking on a subscriber will bring up their Contact Profile.

Mailing List: Import

The Import tab allows you to import contacts from your primary contacts list using a variety of filters. There are two options.

The top form allows you to build criteria that will filter the list based on standard or custom fields that you have applied to your contacts. Any subscribers must meet all criteria to be added. Also, any subscribers that are already members of your list will not be duplicated.

The bottom form allows you to add individual contacts to your list by searching for their name or email.

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marketing/mailinglists.txt · Last modified: 2019/09/30 00:48 by admin