Email Lists
What are lists used for?
Email Lists are a part of OrderPort's marketing module and are used to organize customer contacts. In the marketing module, they are found under the Email dropdown. Campaigns can be sent to a list to send an email to many customers at once. OrderPort provides system lists which are automatically generated based on customer class and wine club membership.
New custom lists can also be created.
System Lists
System lists are automatically created by OrderPort and display a cog to the left of the list title.
You can refresh a system list by viewing it and clicking on Update List. 
If you ever delete a system list, it can be recovered by using the system list retrieval tool.
Adding a Custom List
On the top right of the screen, you will find the Create List button.
Once you give it a name, you can start adding customers. There are a few options to add customers. You can manually choose which emails to add using either the Add Recipient button or the Import button, or you can use List Parameters.
List Parameters take all your customers and apply filters to select which emails to add to the list. For example, you can filter by customer zip code to target certain locations, or filter by product type and quantity to target customers who have previously bought a case of wine.
When using list parameters, you can choose to make the list dynamic. This means that the list will automatically update as new contacts qualify the rules. In the above example, this means that when a customer purchases a case of wine, they will be added to the list. This does not affect manually added emails.
Dynamic lists will automatically update when they are attached to a campaign. The update is not instantaneous, so you may want to give it time to update before sending it out, especially if you have a large number of contacts in your system.
Importing a File
To import a file, you need to use an Excel document with a very specific format. The best way to get the correct format is to export a current list of members and replace the information with the new customer info. If you experience any issues with this, please contact OrderPort Support.
Retire a List
If you no longer have a need for a list, you can either retire or delete it. Deleting is permanent. If you retire it, you can always recover it using the Retired button on the top right of the screen.
