How to Add Contacts, Agents and Employees to Lists [Website Builder] Follow
Marketing Lists can be created for special user types, such as Contacts, Agents and Employees. The process of creating these lists works much like it does for adding Leads to lists:
- Create a new marketing list from Marketing > Lists > Create List
- Name your list, and add an optional description
3. Once the list has been created, you can manage additions to the list individually:
4. You also have the ability to make additions to a list in bulk on the following screens (screenshots below)
- Employees can be bulk added to a List by using Office Tools
- Agents and brokers can be bulk added to a List by using Office Tools
- Contacts can be bulk added to a List by using the Contacts panel under Leads.
Office Tools > Employees
Office Tools > Agent and Brokers
Leads > Contacts
Tip:
In order to allow for multiple instances of an email address to be added to a marketing list, you must check "Allow Duplicate Email Addresses on Lists?" from Settings > Configuration > Marketing > Email Marketing