Creating Emailing Lists

Creating Emailing Lists

How Do I Create Mailing Lists for my Emails?

By assigning leads to categories you can create custom emailing lists. Your site comes with default categories: Buyer, Seller, Buyer & Seller, Renter, and Other. You can assign leads to these categories, and make your own categories to determine recipients for your emails. 

How Do I Assign Leads to Categories?

You can assign existing leads to categories individually, in bulk, or assign new leads during the import process. 

How do I add a single lead to a category?

  1. From the Dashboard, expand Visitors and select Lead Book
  2. Click on the lead you want to edit
  3. Under Lead Details, click Edit

  4. Scroll down to find the heading Lead Category
  5. Click to check all relevant categories
  6. Save your changes

How do I add multiple leads to a category?

  1. From the Dashboard, expand Visitors and select Lead Book
  2. Click in the box on the left to select any leads you want to update
  3. Select Bulk Actions to view the dropdown menu
  4. Choose Bulk Edit Category

  5. If you want to remove existing categories and replace them, select Overwrite Categories at the top of the pop up.
    If you want to add categories to existing categories, leave this option unchecked.
  6. Select the categories you want leads assigned to
  7. Save Changes

How do I assign leads to categories during the initial import?

When you are importing new leads into your lead book, after mapping your spreadsheet columns to the correct field, you'll see some options at the bottom of the screen. Here is where you can find the option to add all leads in the import into a single category.
Notes
You can only add leads to a category via import the first time you import the leads. You cannot use an import file to update existing leads.
  1. Start the import process.
  2. After mapping your columns to the correct fields, click on the Categories dropdown menu

  3. Select the category you'd like all leads imported into
  4. Finish the import by selecting options for all mandatory fields, then hit submit.

How Do I Create New Categories?

Creating new categories is quick and easy.
  1.  From the Dashboard, expand the Visitors menu and select Categories.
  2. Click +Add Category
  3. Add a title, and optionally add a description
  4. Save the category

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