How Can I Create Mailing Lists?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Bulk Mailing” from the menu dropdown. (CRM > Bulk Mailing)

Step 2: You will be redirected to the “Manage Campaigns” or “My Campaigns” page accordingly.

Step 3: From the top menu bar click on  “Mailing Lists”.

Step 4: Click on the “Add Mailing List” button in the top right corner.

Step 5: “Dynamic list” will pull in the data from employees, leads, and much more. “Static list” will you add the mailing list manually or else you can also upload a sheet accordingly.

Before uploading your mailing list sheet, please download the template and arrange your data according to the template.