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2. Select Leads / Customers in the subdrop-down menu.
3. Click on the List Management management tab.
4. Click Add.
The Leads screen which isdisplayed presents the methods that enable you to generate your lists: you can create a segment from the information contained in your leads, import a list, or create a list from scratch.
5 5. Choose Create an empty list.
The Leads screen is displayed again.6.
6. Complete the name Name field*.
7. Complete the Description field if you want a specific description for your list. This field is optional.
8. Select a category Category from the drop-down menu or manually enter a category of your choice. A category list allows to group your lists by themes (for example, contest list, Congress congress list,...). The categories that will appear on in the drop-down menu are the ones you will have previously created manually. The categories created in this way, remain in memory and are displayed on in the drop-down menu. This field is optional. If the desired category list does not exist, you can create it manually by entering the name of the category you want in the drop-down menu field. No category list is pre-created by default in PUBLITRAC. Note that whenever a list is imported, the name of this list is displayed in this drop-down menu.
9. Click Save.
TIPS
- It is not possible to send an email to an individual lead. You must create an empty list and add this lead to your new list. Afterwards, you can create an automated campaign for this list.
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