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Lists

LISTS : LISTS > LISTS MENU

Clicking on the List link you can view current lists or create a new list. If there are a large no. of lists, the text and drop down boxes will allow you to search for specific lists you have.

For any new list you are creating, you must create the list name before being able to add or upload any contacts (lists) you may have to import. At this stage, you are only concerned about creating the list name and the list criteria, not adding or importing names.

The create window requires you to input pertinent data such as General Data, Defaults, Notification settings and Company information needed for any campaign.

General DataName of the list and your display name of the list if you want it different. A
summary description of your list. Contact defaults would be those set in your Account Settings. If
you wish to change these for a certain list, you would do so here. Opt In or Opt Out type, either
single or double. For example, a double opt-in is when a subscriber signs up on your website (first
opt-in) and then receives an email to confirm the registration. A single opt-in or opt-out is when
someone clicks to register (or unregister) and is immediately opted in or out without receiving an
email that must be confirmed.

NotificationsWhether you wish to receive email notifications of each opt-in or opt-out. Keep in
mind that you can login to your Dashboard to see the opt-ins and opt-outs.

Company DetailsDefaults would be those in your Account Settings. As in the Contact
information in the General Data above, the Company Details default to your Company Account
Settings. If you wish to change these for a certain list, you would do so here.

Once you have created your list, it will appear in the list window, with the name of the list, display
name if you gave it one, and there will be 4 icon links to the right of the list.

The 4 icons on the right are Overview, Copy, Update and Delete.

The Overview icon, the first one, is of most interest here as it is has some powerful features over
time you will make more use of. It is noteworthy here to clarify even though it is implied, the
Overview boxes and Information headers that appear from the Overview icon are for that list
only! Each list will have their own Overview, Copy, Update and Delete icons.

Once you click on the Overview icon, the List Overview will appear. You will, by applying your
time, realize this area has extremely powerful features for your marketing development:

ListOverview

Subscriber box – you can manage your existing subscribers (create/update/remove) and also you can adjust your list depending
on your subscribers. For example you can add new custom fields or remove existing.

Segmentation box – you can segment your list with various criteria based on your custom list fields and on a high number of operators. Segmentation will help you target a specific type of users when sending campaigns.

Custom Fields box, Pages box and Forms box – are for your website and visitor subscriber areas. You have the ability to create, customize and add these forms to your website for your site visitors to subscribe or unsubscribe. You will not need much web building knowledge to apply these areas.

Custom Fields page. You can create and customize the register/subscribe fields for your website pages where visitors can fill out and they will be added to your list. You can make multiple lists for not only contact type, i.e. Broker, Agent, etc., but for different products or services. For example, if you have clients interested in Real Estate and Yachts, you can have them subscribe or unsubscribe to one, the other, or both!

Tools box – is used to import, export and copy your list/subscribers. CSV and Text files will be most applicable to you, while the database box is for more advanced users that do have their own MySQL databases.

Clicking on the Import box brings up a window to choose a list you have in CSV file format. NOTE: Excel documents may be saved in CSV format. The window includes a link for a CSV file example.

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