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Handling contact lists
Advantages :
- There is no limit to the number of contacts as gathered within a contact list : it can be just one person as well as hundreds of them ;
- there is no limit neither on the number of contact lists than can be created.
Contact lists in Blue Chameleon can be composed in different ways. Either the contact is already registered as a client, in which case s/he is simply added to the list, or s/he is created in CRM context, manually
or via the import
of a CSV file.
Tips :
- when building a contact list from clients (as illustrated below), look for them according to the aim of list : if it has a local aim, it is more practical to make a search according to geographical data by filling in the 'City:' or 'Zipcode' fields accordingly ;
- in case of large number of contacts to import, and/or if their data is incomplete, it is better to set up (if not already obtained by means of a spreadsheet) a CSV file of those and upload it.
In this example of an English language newsletter, clients are filtered by their preferred language, as set on their Modify Client Page :
Once set up, this "Members" contact list to which the newsletter can be associated with the campaign from the Campaign Manage Page, which in this case displays this :
And, on the list of campaigns, the number of contacts attached to this campaign are now displayed :
Subsections
Next: Importing contacts Up: Building the newsletter Previous: Building the newsletter