How to Create a Mailing List
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How to Create a Mailing List
- 1 Minute to read
- DarkLight
- PDF
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How to Create a Mailing List
Step-by-step guide
1. Go to Operations > Customers > Group Email (Statement). 
2. Click the Select Customer button in the Send Email screen. 
3. In the new window that appears, notice the Selection Criteria area. This is where you can create and/or edit your mailing list with customizable options. 
4. Check off the following statements according to your preferences:
• Check off Mailing List to select from your choice of pre-created mailing lists.
• Check off Customers Not Mail Listed to select all customers not attached to mailing lists.
• Check off ALL Customers to select all of your customers.
• Under Mailing List, select from your pre-created lists. 
5. Under the Condition 1 and 2 tabs, you can choose the following options from the drop-down. 
6. Select Value 1 to choose a number on which to focus your search (e.g. $100). 
7. In the Operator drop-down, you can restrict your search to <, >, =, Between, and Like. 
8. When complete, click the Email button to return to the Send Mail screen. 
9. On the Send Email screen, click on the Attachment File to attach a file if applicable. 
10. When ready, click on Send Mail to send the mail to all of your customers. 
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