Creating a list to email allows you to segment and organize your Leads or Members based on specific criteria. This feature helps you efficiently target communications, ensuring emails reach the right audience.
Contents:
- Creating a Leads or Members List
- Applying Filters to Customize Your List
- Sending an Email to Your List
1. Creating a Leads or Members List
The search bar can filter out and view only active triggers.
To access the "Lead Lists" select the Leads Tab.
Step 2: Create a New List
Click "Create New Member List" or "Create New Lead List" to start building a list.
2. Applying Filters to Customize Your List
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On the left panel under Apply Filters, select the relevant criteria for your list:
- For example, to create a list of leads with an Open status, check "Open" under Status.
- To create a list of Black Belt members, check "Black Belt" under Ranking Belt.
- Click "Apply Filters" to generate a filtered list on the right panel.
- Name your list in the List Name field.
- Click "Create List" to save your list.
3. Sending an Email to Your List
- Once your list is created, click the Arrow Icon on the top menu.
- Choose between sending an Email or SMS to your Leads or Members.
- Select "Email Send" under Members.
- Choose your Member List from the dropdown.
- Start composing and sending your email.
**Tip**
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Ensure filters are correctly selected before applying them to avoid missing relevant Leads or Members.
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Avoid using special characters in the List Name to prevent errors when saving.
Conclusion
You have now learned how to create a Leads or Members list and send targeted emails. This feature allows you to streamline communication and ensure important messages reach the right recipients.
FAQs
Q1: Can I edit a list after creating it?
A1: Yes, you can. Go to Members List, click the Members List you want to edit, then click Edit Selected List to update the filters.
Q2: Can I send bulk emails to multiple lists at once?
A2: Yes, you can. Just select the desired Members List from the dropdown when sending the email.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation