Add Contact to PoliteMail List (from Contacts)

Whenever you send PoliteMail messages (1to1 with Tracking), a contact record is created for the email tracking and interaction history. Even if you have not imported a contact, just sending tracked email will create a contact record, enabling you to add that contact to a mailing list.

  1. Click Manage Lists from the PoliteMail toolbar.
  2. Click the Contacts tab, then find (or search) for the contacts you want and select/check them.
  3. Use Actions >Add to Mailing List and choose the list you want to add the selected contacts to.

When you are browsing your Outlook Inbox, PoliteMail will do a quick look-up of the active contact (From), and display the PoliteMail Profile and Interaction Historywithin the PoliteMail panel to the right. You may add and remove contacts to a list right from this panel.

 

Click Edit or the profile icon to edit the current contact, or use the Mailing Lists tab to add/remove from lists.
  1. Click the Mailing Lists tab from the PoliteMail Contact Profile panel.
  2. Select/check a List name to add the contact to the list, or deselect/uncheck to remove from a list.

You may also add/remove contacts from a list within the Contact Profile record editor:

  1. Click the profile icon or Edit button within the PoliteMail Contact Profile panel.
  2. Within the Contact profile record, click the More Details tab.
  3. Select/check a List name to add the contact to that list, or deselect/uncheck to remove from a list, then Save.

When viewing any list of contacts (such as from a mailing list, or from the details section of a report), here’s how to add selected contacts to a mailing list:

  1. Check/select the individual records you want, or check the box at the top of the left column to select all.
  2. Select Add to > Mailing List to select an existing list you want to add the contacts to.

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