Create a Contact List

Contact lists are used when sending a Regular Campaign. When creating an email campaign, there are two strategies.

  1. Create an email marketing message first. Then define a Contact List that will respond strongly to your message.

  2. Decide who you want to target first. Then build an email that's specifically designed for the known audience.

The Contact List can make or break the success of a Campaign. Contact Lists are most powerful when segmented in a way that your email message resonates with everyone on the list. By delivering meaningful content to your contacts, you will keep their attention over time and reduce opt-outs. 

With ShippingEasy's Contact database and filters, you're able to narrowly define who you want to contact. Learn more about filtering contacts.

Which contacts are included in the "All Contacts" list?

Customer Marketing automatically creates an All Contacts list that includes every contact on your Contacts page and is updated automatically as new customers are added. Within the All Contacts list, only eligible contacts will receive emails. Eligible means that the contact has not unsubscribed and has not had any bounced emails. This means that you do not need to manually keep track of which customers are eligible for email marketing - ShippingEasy will do it for you!

Create a Stand-Alone Contact List

  1. Select the customers you want to include on the list.

    MKTG_Contacts_Check_Box_Names.png

    Tip

    Use the filters to refine your list of contacts, then select all at once. [Learn more about filtering your contacts.]

  2. Select the "Add to List" button and select +Create New List.

    MKTG_Contacts_AddTo_CreateNew.png
  3. Name your new list, add a description and click "Create List".

    MKTG_Contacts_NewMailingList_Modal.png
  4. Your new list is saved to the Contact Lists page. Find it by navigating to CONTACTS >> LISTS.

Now it's time to put your Contacts List to work!

  • If you have a Campaign Template saved: you're ready to send a Regular Campaign

  • If you opted to create the Contact List first: the next step is to create a [Campaign Template.]

Edit the Name of a Contact List

Click the "pencil" icon next to the name of the list you wish to edit, type in the new name of your Contact List.

Create a Contact List when Saving New Contacts

  1. Click the +Add Contacts button and select a form from the drop-down that you want to include on the list.

    MKTG_Contacts_AddContacts_Dropdown.png

    You can:

    • Add Single Contact (form): Enter contact information one by one, shown in the example below.

    • Add Many Contacts (paste): Copy and paste multiple emails of contacts. You can put each email address on a separate row or put a space or comma between each email address. ShippingEasy has a limit of 5,000 email addresses that can be added at a time. 

    • Upload Contacts (.csv): Upload contact information via a csv. Learn how to upload contacts.

  2. Enter your contact's email address.

    MKTG_Contacts_AddNewContact_ToList.png
  3. Click the Add Additional Information link.

    MKTG_Contacts_AddAdditional_Info.png
  4. In the Lists section, add the contact to a brand new list by typing in the name of the new list and clicking Create List.

    MKTG_Contacts_Name_CreateNewList.png
  5. Click the Add Customers button to save.

    MKTG_Contacts_AddCustomer_Button.png

Create a Contact List for an Email Campaign that's Ready to Send

This feature is available to Customer Marketing subscribers

Learn more about our Customer Marketing feature.

  1. Click on the tab "Regular" and then click the name of the Regular Campaign you would like to add customers to.

    Campaign_Regular_CampaignName_MRK.png
  2. Click on the "Audience" tab on the workflow bar at the top.

    Campaign_Audience_Tab_MRK.png
  3. On the Configure your audience page, click on the tab "Create a New List".

    Campaign_ConfigureAudience_CreateNewList_MRK.png
  4. Select from a list of customers: On the Contact List page, select the customer you want to be included on the list.

    MKTG_Contacts_Check_Box_Names.png
  5. Click the Add to List button and select +Create New List.

    MKTG_Contacts_AddTo_CreateNew.png
  6. Name your new list, add a description and click "Create List".

    MKTG_Contacts_NewMailingList_Modal.png
  7. Click the "return to your campaign" link in the message across your screen to navigate back to the campaign.

    Campaign_Regular_ReturnToCampaign_message.png
  8. On the Configure your audience page, clicking on the name of the list will add those contacts to your campaign.

    Campaign_List_ExistingListName_MRK.png

Create a New Contact List from a Previous Campaign

This feature is available to Customer Marketing subscribers

Learn more about our Customer Marketing feature.

As buyers respond to your email campaign by making a follow-on purchase, they are automatically added to a CM list that contains only the buyers who made a purchase after receiving the campaign. This makes it much easier for you to identify those buyers for future campaigns.

  1. Click on the name of the completed campaign you want to create a list from.

    Campaign_Regular_CampaignName_MRK.png
  2. On the Campaign Results page, click the "Total Recipient Reached" link to view the contact list that was used in this campaign.

    CampEditor_TotalRecipients_MRK.png

    Alternatively, you can click on the recipient statistics on the dashboard to create a new list based on these results of the campaign:

    • Revenue Generated

    • Delivery

    • Opens

    • Opt-Outs

    • Clicks

    MKTG_Campaign_Results_MRK.png
  3. Click on the name of the contact.

    MKTG_Contacts_SingleContact_MRK.png
  4. Click on the Manage Lists button.

    MKTG_Contacts_ManageList_Button.png
  5. Click Create a New List link in the modal box.

    MKTG_Contacts_ManageList_Modal.png
  6. Type in the name of the list.

    MKTG_Contacts_NameList_Manage_Modal_MRK.png
  7. Check the box next to the list to add the contact to it.

    MKTG_Contacts_Checkbox_List_MRK.png

Add Contacts to an Existing List

Once you have your lists built, you can add new Contacts to existing lists.

Click on MARKETING >> CONTACTS to add your Contacts in two ways:

  1. Contacts Tab

  2. Lists Tab

Adding Contacts through the Contacts Tab

  1. Click on the "Contacts" tab.

    MKTG_Contacts_Tab_MRK.png
  2. Check the boxes next to the names of the contacts you want to include on the list.

    MKTG_Contacts_Check_Box_Names.png
  3. Click the "Add/Remove from Lists" button. Find the list you want to include them on and click the name.

    MKTG_Contacts_AddRemoveSearch_MRK.png
  4. The Customers will be added to the specified list.

Adding Contacts through the Lists Tab

  1. Click on the "Lists" tab.

    MKTG_Contacts_ListsTab_MRK.png
  2. Click on the name of the list you would like to edit.

    MKTG_Contacts_NameList_MRK.png
  3. Click the +Add Contacts button and select Add from existing contacts.

    MKTG_Contacts_AddfromExisting_MRK.png
  4. Click on the contact name you want to add to the existing list.

    MKTG_Contacts_SingleContact_MRK.png

    Tip

    Don't forget to remove the "Lists" filter to see all Contacts that are not included on the list. Use the other filters to refine your list of contacts. Then select all at once. Learn more about filtering Contacts.

  5. Click the Manage Lists button.

    MKTG_Contacts_ManageList_Button.png
  6. Manage Lists modal will pop up. Check the box next to the List name you wish to add the Contacts to.

    MKTG_Contacts_Checkbox_List_MRK.png
  7. The list changes are automatically saved. You can see the updated list by navigating to MARKETING >> CONTACTS >> LISTS.

Remove a Contact from a List

Sometimes a Contact needs to be removed from a list that you have created.

Contacts can be removed from Lists in two ways:

  1. Contacts Tab

  2. Lists Tab

Remove Contacts from the Contacts Tab

  1. Click on the "Contacts" tab.

    MKTG_Contacts_Tab_MRK.png
  2. Select the customers you want to remove from the list.

    MKTG_Contacts_Check_Box_Names.png
  3. Click the Add/Remove from List button.

    MKTG_Contacts_AddRemoveLists_MRK.png
  4. Click the "Remove from List" link from the drop-down.

    MKTG_Contacts_RemoveList_Dropdown_MRK.png
  5. In the popup, check with the list(s) you would like the customers removed from and click Submit.

    MKTG_Contacts_RemoveList_Popup.png

Remove Contacts from the Lists Tab

  1. Click on the "Lists" tab.

    MKTG_Contacts_ListsTab_MRK.png
  2. Click on the name of the list you would like to edit.

    MKTG_Contacts_Checkbox_List_MRK.png
  3. Select the contacts you want to remove from the list.

    MKTG_Contacts_Check_Box_Names.png

    Tip

    It helps to start by filtering to the current list, using the "Lists" filter. Further, filter the Contacts as needed, then select all the filtered Contacts at once.

  4. Click the Remove button.

    MKTG_Contacts_Remove_Button_MRK.png
  5. There will be a message displayed on the page that says "Customers successfully removed".

Delete a Contact List

If you create a Contacts List by accident or just do not need it anymore, you can delete it. Keep in mind that Contacts Lists that have been used to send a Regular Campaign cannot be deleted.

  1. Click on the "Lists" tab.

    MKTG_Contacts_ListsTab_MRK.png
  2. Click the checkbox next to the Contacts List you wish to remove.

    MKTG_Contacts_Checkbox_List_MRK.png
  3. Click the Delete button.

    MKTG_Contacts_Delete_List_Button.png

The Contacts List has now been removed!

There are some exceptions:

  • The 'All Contacts' list cannot be deleted

  • If a list was previously used in a campaign, it cannot be deleted.

    Attachments

Comments

Add a Comment

Please sign in to leave a comment.

    Tags:
  • #pendo
  • answerbot_article_public
  • email
  • buyers
  • customers campaigns recipients
  • abandoned
  • target
  • repeat
  • customers buyers
  • market
  • customers lists