Creating and Managing Email Marketing Lists
ESP Email Marketing enables you to create recipient lists using contacts from your CRM or by uploading a file with contact information. In the Lists area, you can also manage your lists using the available options. When creating an email marketing list, if two contacts have the same email address, only the first contact will be added to the list. This automatical functionality ensures that duplicate email addresses are not added to the same list.
Create a List
To create a list, click on the Create A List button from the Dashboard or go to Lists option from main toolbar and then click on the Create List button.
You will need to enter a name for the list and then click on the create button.
There are three ways to add contacts to an email marketing list:
Add from CRM
Next, click on the Add from CRM button.
All available contacts will be displayed. You can use the search, sort, and filter features to locate the contacts you would like to add to your list. Hover on a contact and click on the checkbox to select it. Then, click on the Add button.
You can repeat this process as many times as you like to create your list.
Import a List
To import a contact list, click on the Import File button. Select the format of the file you want to import. The file must contain a contact first name, contact last name, and email address.
Note: If you are using a CSV format, make sure the first row contains a header for each column.
After you click on a file format, click on the Browse button to navigate to the file on your computer. Select the file, click on open, and then click on the Upload button.
Map the fields from the file using the available options for company and contact information. The system will sometimes assign an option for a field, but you may also have to map some fields.
Add an Individual Contact
You are also able to enter an individual from the CRM by typing the contact's name in this box.
You can also use the Create New Contact option at the bottom of the dropdown to enter a new contact. Contacts added through this section will also be added into the CRM.
After a list is created, it will be available in the Lists section.
To delete a list, click on the garbage can icon within the list row or select the list(s) using the checkbox and then click on the Delete button.