20 results for “how do i create a new category for my lists”
How can I create or edit my email list categories?…rest" and allow you to group email lists into categories. You can set the category when you create a new list or when you edit an existing l…Email Marketing Contacts - Email List Management · 2 min readHow do I add, edit or delete a document category?In the pop up window, click on +Add New Document Category. In the dialog box enter the new Value . Click Update to save the new value or Cancel to close the window without adding the new value. When finished making chang…CRM – Documents · 2 min readHow do I create an email list that includes all constituents?…ts to an existing list or create a new list. With Create New List selected as NO , you will select from a list of your existing email lists.…Actions Overview · 1 min readHow do I create an email list for my membership?…er the Actions menu, then click on Create Email List. You have the option of creating a brand new email list by toggling Create New List to…Basic General Membership Information · 2 min readCan I create a drip campaign for new subscribers?Yes, you can create multiple auto responders that go to the same email list categories over several days. There is no logic built into the d…Email Marketing Auto Responders · 1 min readHow do I create an email list?…fields. Note that if you import a list, it will create new constituent records in your database. Creating Email Lists from Grids Begin by f…Email Marketing Contacts - Email List Management · 3 min readWhat are Email Lists and List Categories?…ey will be subscribed to all email lists that are assigned to that List Category. Email lists are usually created when you would like to com…Email Marketing Contacts - Email List Management · 1 min readSurvey/Forms Contacts - Creating Email Lists for Surveys…lso assigned it to the appropriate List Category. Click Save to create your new list. Once created, you can select this list when sending a…Surveys/Forms Contacts - Email Lists · 3 min readHow do I create a new Program?…st time the grid will be blank. To create a new Program mouse over on the +New” button and select Program. You will be directed to a new pag…Overview & Setup · 1 min readHow do I create a new Peer-to-Peer Campaign?…events, a P2P campaign begins with creating the P2P campaign page. You can find the P2P campaign list in the P2P module by selecting Campaig…Overview & Setup · 12 min readHow can I manage my email lists?…n the database. Managing the Email Lists You can rename, change the list category, deactivate, and delete lists using the Contacts page. Cli…Email Marketing Contacts - Email List Management · 2 min readHow do I create a new event?To create a new event you can navigate to Workspace Events Event Pages. Once there you can click on the "+New" menu and select Event Page to…Creating and Editing Events - Event Pages · 3 min readCan I add, edit or delete Constituent Categories?…new window you can: - Reorder the list in alphabetical order - Search for existing values in the search box - Click on +Add New to create a…Constituent Profiles · 2 min readAdding the "Volunteer" constituent category…you can check Private to hide this category from your search list. Click Update to create the new category. After the category is created, y…CRM Module - Volunteer Features · 2 min readHow do I manage my email list subscription options?…n icon to delete it. Once you have created a new list category, at least one email list must be assigned to the Email List Category and it m…Email Marketing Contacts - Email List Management · 4 min readHow do I create a new relationship?…plete, click Save . If you wish to create another relationship for this constituent, click Save and New to open a new relationship entry win…CRM – Relationships · 3 min readHow to create a new View directly on a Grid…n that menu select Save View As to create a brand-new view. Or, to apply those updated filters and sorts to an existing view you can click S…Views · 3 min readCan I create a follow-up recipient list based on who has clicked on a particular link?…right has populated, click on the Create List button directly above the grid. You can then give the new list any name that you would like.…Email Marketing Overview Page - Campaign Response Rates · 1 min readCan I create a follow-up recipient email list based on who has or has not opened my survey email?…right has populated, click on the Create List button directly above the grid. You can then give the new list any name that you would like.…Surveys/Forms Overview - For Email Response Rates · 1 min readDo I have to setup a Recipient List before I create the survey?…he Email Marketing module. You can create new lists, import names, and add recipients to existing lists as needed.…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min read