How to create a mailing list (i.e. retrieve a segment)
Manage Mailing List section is where you will create or view and modify your mailing lists.
When you click on Create Mailing List link, a new window will open up. You will need to:
- name your list (this will have to be unique and can only contain alphanumeric characters. spaces, _ or -)
- add any notes you or your team members might find useful, such as what this list it to be used for or what criteria was used to create it
- toggle the switch to enable/disable the list
- select segments you previously created by first selecting the folder and then the actual segment(s)
If you want to add a new contact that's not on your list yet, click on Create Contact. If you have not created the segment you want to use yet, click on Create Segment. Both of these will open a new window.
If the Create List button is greyed out, most often it's because you used characters other than alphanumeric, spaces, _ or -.
Once you create the list, any contacts who match the criteria of the segment(s) you based it on will automatically be added to the mailing list, as well.