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Steps for Adding a Customer to a Mailing List

1. Click Customers > Customer List.
2. Search for the Customer and click the ID Number for the customer you want.
3. In the main tab that opens, enter their Email Address (make sure they have agreed to join your mailing list).
4. Go to the Marketing Tab.
5. Check the box for the mailing list to which you're adding them. For legal reasons, make sure you have the customer's permission before adding them to any mailing list.
6. Scroll to the bottom of the panel and click Save.

Please Note: If they have unsubscribed from any of your automated Marketing emails, you can re-subscribe them from here, if that is what the customer wants. Please do not re-add a customer to an automated email unless you are sure they are wanting to receive it.

 

Steps for Adding a Customer to a Mailing List and Auto-Sending a Welcome Email

1. Click Website > Website Editor.
2. Go to the page where you have the Newsletter Sign Up form for the mailing list to which you want to add the customer.
3. Enter the customer's information and click Submit.
4. If you have properly set up your website email settings, the customer will be automatically sent your welcome email. You can check this setting under your Username in the upper right and then clicking Settings > Website Settings > Email.