Summary

In order to create a contact list for marketing purposes, it may be easier to upload a list of your own contacts via CSV or Google CSV.

Step by Step

admin > email marketing tab > lists tab > drop down next to create > import

When looking to add additional leads to the system, select the Email Marketing tab followed by the lists tab on the right hand side. Once that is selected, there is a small drop down menu next to the create button. Once that has been selected, there will be a prompt to upload a CSV file. For east, there is also a sample CSV list that is able to be downloaded.

Email marketing tab

List tab and drop down under create

Import list option

Import Contacts Page

Definitions/Context

CSV stands for Comma Separated Value. These files are primarily Excel or Google Sheets documents.

How does this differ for agents?

Only admin and broker level users will have access to the Email Marketing tab