Importing Contacts to a List [Next Gen] Follow
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
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