Marketing Lists are a static list of groups or contacts which can be used for marketing purposes (postcard mailing, mass email).
The first step to creating a Marketing List is the selection of recipients. These recipients are selected from either Contacts, Groups. All you need to do to select to the recipients is go the grid you want to work off and select all of the entries you want on the list.
Control + Click will allow you to choose multiple entries, Shift + Click will allow to you select many entries at the same time.
Once the desired entries are selected you will hit the megaphone icon at the top of the grid, this is the Marketing List button. It will open the following window:
This allows you to select if you want the entries you selected to go to an existing Marketing List, and if so, which list to add the entries to.
Otherwise you can also create a new Marking List from your selection as well.
From here you’ll need to give the new List a name and select if you want your whole dealership to have access to the List (Dealer) or just yourself (User). Once all the selections are made and the List named, hit save.
To view your new list, go to Marketing -> Marketing Lists.
From here you can double click on the list to open it up and see the receipt list.
You can choose just a few recipients from this list and hit the envelope button to send to just those. But if you want to send to the whole list head back to the main Marketing Lists list, select the list you want to use, then hit the envelope button there to bring up this window:
The Subject line here will the subject of the email when it goes out. You will choose the template for the email from the Template dropdown. If you want the emails to all go out from a single person choose that person from the Owning user dropdown, but for the most part you’ll want to keep the owning user that the group already has, and will therefore keep that field blank. Once everything here is set as desired you can hit test to send yourself a test copy, or send, to send out the email.
My Fundraising Place using your Office 365 account will automatically queue up your emails to go out over a short period of time, to help keep you off spam mail black lists.