Email Lists
What are lists used for?
Lists are completions of customer emails. It is an efficient way to send email campaigns to many customers without having to individually search for their emails.
Adding a new List
Lists can be accessed through the marketing module located under Operations. From there select the email tab and click on lists, add a new list.
When creating a list, it will ask you to name your list prior to adding any customers to the list. Once you have created the new list you have two options for adding members. You can import a list or Add New Recipients manually.
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. Once you have the current information upload the file. If you experience any issues with this, please verify the format of the file and Contact OrderPort Support.
Adding a customer to a list
To add a customer to the list, click the 'Add New Recipient' button at the top of the contact list.
Retire a List
There is no option to delete an existing list completely. Instead, there is a retired button that allows you to move these lists out of your general list. This will also make it so you cannot select the list in an email campaign.
Default List
Every customer class and wine club will be automatically given a default list. Any customers who Opt-in to email updates will be auto-filled into these lists. In addition, you will be given an all-customers list that will populate with all your customers who are Opt-in.