How to Create a Bulk Email or Newsletter Contact List

*Note: Follow these directions closely, and don't skip a step. Be thoughtful and methodical to get the best results.

Step 1

Click on "Select Contacts."

Step 2

Click on the "Filter" icon at the top right of the Contacts page.

Step 3

Create Your Contacts Filter to identify a specific group of recipients, or Choose an existing Filter you have already created.

Step 4

Click "outside" of the Filter slide-out menu to close it.

Step 5

Review your list on the pop-up "Add Contacts" page in front of you.

Step 6

  1. Click the "top left box" on the results to choose ALL Contacts to the recipient list.

  2. Click individual boxes to choose a more specific list of contacts from the Filter results.

Step 7

Click the blue "Add" button on the bottom right of the pop-up menu. This will pull the Filtered Contact list into the Campaign list you create for your Email or Newsletter Template.

Step 8

Review your list.

Step 9

Click the "trashcan" icon across the far right of each Contact to remove that particular Contact from the Campaign send list.

Step 10

Click the blue "Next" button at the top right to proceed to the Select Date tab for Bulk Emails, where you will choose the date and time.

Step 11

Time to add the Date & Time on the Select Date tab!