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Prepare The Customer List |
  
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Prepare The Customer List |
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First, you need to determine who will be receiving the e-mail message. This list can be generated from your POSitive customers or imported from a separate file containing e-mail addresses.
1) Select what type of message to send, then choose how you are going to create your mailing list.
2) (Optional) - Click on Purge List [F6] to remove current customers in the list.
3) Click on Create List [F5] or you may use the Import button to import a list of e-mail addresses.
4) If you're creating an e-mail list, you'll be prompted to choose one of the following:
| • | Only Selected - Only customers who have consented and therefore have a check mark on "Add To E-mailing List". |
| • | All Customers - All customers with an e-mail address. |
If you're creating a SMS phone list, go to step 5.
5) Choose to use or not use a Query - If you answer Yes, the Query Wizard will allow you to define criteria for selecting customers. This query can then be saved for later use. See Query Wizard.
6) Modify the list. Use Add, Edit, or Delete to make modifications to the list.
7) Once the list is completed, you may choose to Store the list and later Recall the list.
Note: Customer Detail [F7] allows you to review and edit the customer account record.
Store - to save the current list for later use
Recall - to retrieve a previously saved list.
Import - select a file with e-mail addresses or cellphone numbers.