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 system. Let’s get started. You can add multiple lists all independently from one another. It helps you better categorize your contact information according to the sort of contacts.
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 that goes along with an email that you send is the part of email header and the recipient can also easily view it to learn about the identity of sender. Within CampaignsPlus, you can manage this information on multiple levels, while adding a new list, configuring SMTP account or custom selecting sender information while sending an email. 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 of the list.
Reply to Email
An email for the recipient to send replies to.
Before adding a new list, configure a bounce first. Bounce to email address is meant for collecting bounce email, configuring the bounce to email with CampaignsPlus ensures that the bounces are appropriately categorized and processed within the lists. 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”.
Note: When a contact decides to unsubscribe to discontinue further emails from your side, its status will turn “Unsubscribed” only within the list from which the campaign was sent. If the contact exists in other lists, system will not affect the global change of status. 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 within the system, 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 button beside the title “Group Name”, and the popup will appear on your screen that can would you to add as many as 5 groups in one go.
Towards the right side of Add a List page, you would see a long list of fields under 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 field of Email. If you would need to store some more contact information, CampaignsPlus has collected good deal of fields under Additional Fields.
If additional fields aren’t sufficient to store the contact details you have, you can add 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 in the area underneath Additional Fields. You can add from available custom field to your list like the way you add Additional Field, just by ticking the checkbox beside the field name.
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 .