Managing Distribution Lists

  • Updated

Distribution lists are a powerful tool that streamline your communication processes by allowing you to send messages to specific groups of contacts with ease. This can be incredibly useful for targeting communications based on their association with properties, individual selections or predefined groups. In this article, we'll guide you through creating, editing, and archiving these lists to ensure your messages reach the right people at the right time. 

Accessing Distribution Lists 

To begin managing your distribution lists: 

  1. Click on the Settings menu. 
  2. Select Distribution Lists against the Communications section. 
  3. The Distribution Lists page displays all your lists with their names.

Creating a New Distribution List 

To add a new list: 

  1. Click the Create New Distribution List button at the top right of the screen. 
  2. Enter a title for the Distribution List in the designated field. 
  3. Select recipients by clicking on the recipient space or use the Include All button to add all contacts. To remove contacts, click the 'X' next to their name. 
  4. Once your list is complete, click Save Distribution List to store your changes, or cancel if you need to go back without saving. 

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Editing an Existing Distribution List 

When changes are needed: 

  1. From the Distribution Lists page, click on the name hyperlink of the Distribution List you wish to edit or archive. 
  2. Make the necessary alterations to the members or title of the list. 
  3. Click Save to update the list with your changes. 


Archiving a Distribution List 

To remove a list permanently: 

  1. Select the Distribution List you wish to archive from the Distribution Lists page. 
  2. Choose Archive to permanently delete the list from your records. 


By following these steps, you will be able to keep your communication efficient and organized. Remember, archived lists cannot be recovered, so be sure to only archive lists that are no longer needed. 

 

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