You can do a bulk add of contacts to a marketing list form a report. Follow these steps or watch the demo video below:
Create a marketing list:
- Navigate to reports and pick an existing contact, gift or activity report depending on what type of marketing list you want to create
- Choose filters and include and filters or badges to pull back the contacts you are looking for, then run the report
- Go to Add > Marketing Lists
- Input an existing or create a new Marketing List and Apply
- You will receive a success message once completed
Create an email for your Marketing List:
- Navigate to emails
- Click on New Email
- Input the Marketing List into the Send To* Field
- Add in your Email Subject and Load or build your Template
- Save, Test, Send or Shedule Send
- Note: Any new contacts added to the marketing list within the timeframe before a scheduled send will receive that scheduled email