Email Lists are a part of OrderPort's marketing module and are used to organize customer contacts. You can create your own lists using certain filtering rules, such as wine clubs or recent purchases.
All campaigns are sent to lists, so it is important to understand how to craft lists to suit your marketing needs.
Table of Contents
Viewing Lists
In the marketing module, they are found under the Email dropdown.
Each list has a dropdown to the right, where you can choose to view and edit the list, retire, or delete it.
Default / System Lists
A system list is any list which is automatically generated by OrderPort. All system lists have a cog to the left of the list title.
You can refresh a system list by viewing it and clicking on Update List.
There are several default lists that exist without you creating them:
System lists:
- Employee
- All Customers
- Customer Classes (excluding Wine Clubs)
Dynamic lists:
- Wine Club Lists
If you don't see the list you are looking for, use the retrieval tool to recover any of the default lists (you can recover wine club lists using the retrieval tool).
Creating a Custom List
To create a custom list, click the Create List button on the top right of the screen.
Once you give it a name, you can start adding contacts.
There are a few options to add contacts. You can manually choose which emails to add using either the Add Recipient button or the Import button (see Importing af File below), 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.