Contact lists are important to keep contacts information organized, their email addresses, names, geographic information and such. This article is aimed to discuss adding of new lists to your Campaigns+ account. You can add as many lists as you required to better manage and categorize the contact information. Let's get started.
Navigate to Add a List
Main Navigation -> Contact Lists -> Add a List
Once you navigate to add a new list, a form will appear on your screen. The fields of the form marked with asterisks are mandatory in order to add this new list to your system. Let’s take a look which fields and options are mandatory.
Since you can add multiple lists, it is important to give every list an identity. Provide a name suitable for the list to continue.
Sender Information (From Info)
Sender information aka From Information is the standard part of email header that every email carries along. Apart from the email content the recipient can also see this set of information to learn about the identity of the sender. In Campaigns+, this information can be managed on multiple levels.
1) While Creating the List ( Like in this Article)
2) While Setting up Sending Node
3) Custom Provide while Scheduling Broadcast
Therefore providing sender information is mandatory part of the process of adding a list.
It will be considered as default from name of the sender.
Recipient of the email will see it as From Email, when the email is sent selecting the sender information batch belonging to the list. The option comprises of two fields, first one is empty and second one carries the existing domains you have setup as Sending Domains. In the empty box, you will provide the local part (Before @) of the email, i.e. admin. And from the dropdown you would choose one of the existing domains to send the email from the complete qualified email address that would appear like email@example.com.
Reply to Email
An email for the recipient to send replies to.
Before adding a new list, you need to configure bounce first. Select a bounce email from the list if you already have created one, or create one by clicking the small plus button beside the label “Bounce Email”. Click the following link to learn more about configuring bounce email.
Additional Help Note: When a contact decides to unsubscribe to discontinue further emails from your side, its status will turn “Unsubscribed” only within the list only. If the contact exists in other lists, system will not affect to change the status of the contact globally across the other lists. Same goes with bounce both hard and soft.
Lists of one sort can further be categorized within the groups. Unsorted is the default group, and in case of not selecting a group for a new list, the list will automatically be made part of the unsorted group. If you have other groups already created, you will notice all the groups will appear in the dropdown to make a selection. If you want to add a new group, just click on the small plus icon beside the title “Group Name”, and the popup will appear on your screen that would enable you to add as many as 5 groups in one go.
The right side of your screen would enable you assign fields to store contact information other than the email. Email is the field that is automatically assigned to every list you create. To store other contact details, you can use the following types of fields.
1) Additional Fields
You can tick one or more of these fields to make them a part of the list you are adding. By default, lists are created with a single data field of Email. If you would need to store some more contact information, Campaigns+ has collected good deal of fields under Additional Fields. If the titles of the fields don't suit your purpose, you can go and visit Lists-> Custom Fields and can edit these fields to make them look according to your preference.
2) Custom Fields
If additional fields aren’t sufficient to store the contact details you have, you can add more custom fields to store the additional contact information. Adding “Custom Fields” is the topic of another article, for this one, we would just learn that the list of already available custom fields would appear under additional fields, you can drag to select the desired.
Note: Unless you have required custom fields created using Add Custom Fields function, it would not appear for you to select.
Save or Cancel Details/Preferences
You have the following options to complete the process, cancel or save your preferences.
Save & Add Another
Get the current details/preferences saved to complete this process, and automatically reopen the same process with empty field values/options to make a new entry.
Save & Exit
Complete the process, get your preferences/ details saved and exit from the process.
Get out of the process without saving preferences/ details and resort to the View Lists page .