Mailing Lists: Mass Actions

Adding a Mailing List

1. Go to 'Contacts'
2. Select the Contacts you want to add the Mailing List to
3. Click 'Mass Actions'
4. Select 'Add Mailing List'
5. Select the Mailing List you wish to add from the drop down
6. Click 'Add Mailing List'
7. Click 'Confirm'
8. A pop-up box will confirm the following information:
   • Number of records selected
   • Number of records which failed to update
   • Number of records which were skipped
   • Number of records which were updated
9. You can view update logs by clicking the Blue hyperlink to 'view update log' which will open a pop out of information regarding the changes made.

Removing a Mailing List

1. Go to 'Contacts'
2. Click 'Filter Contacts'
3. Click 'Advanced'
4. Click 'Add criteria'
5. Select 'Contact Details - Mailing List' from the first drop down
6. Add additional criteria as required
7. Click 'Apply Filter'
8. Select the Contacts you want to remove the Mailing List from
9. Click 'Mass Actions'
10. Select 'Remove Mailing List'
11. Select the Mailing List you wish to remove from the dropdown
12. Click 'Remove Mailing List'
13. Click 'Confirm'
14. A pop-up box will confirm the following information:
    • Number of records selected
    • Number of records which failed to update
    • Number of records which were skipped
    • Number of records which were updated
15. You can view update logs by clicking the Blue hyperlink to 'view update log' which will open a pop out of information regarding the changes made.