Creating a mailing list

  1. In the main menu, click Email Campaigns » Mailing lists.
    The Mailing lists page appears.
    Perform one of the following:
    • If you have not created any mailing lists, the system displays the following in the center of the screen:

    • If you have already created one or more mailing lists, the system displays a list of all created mailing lists and the following button in the toolbar of Mailing lists page:

  2. Click Create a mailing list.
    The Create a mailing list page appears.
  3. In Mailing list title, enter the title of the mailing list.
    For example, My Company Email Campaign.
  4. In From name, enter what will be displayed as sender of the email campaign.
  5. In Subject, enter what will be displayed as subject of the email with the email campaign.
  6. In Reply-to email, enter the email, to which the subscribers of the email campaign will send replies.
    You must have configured the Email campaign settings.
  7. Remind people why they are receiving this email campaign.
    For example, enter You are receiving this email because you opted at our website.
  8. If you want to send a welcome email to new email campaign subscribers, select I'd like to welcome new subscribers with an email message checkbox.
    • Enter a subject for the welcome message and enter an email from which appears with the welcome message.
    • Choose a template that will be sent as welcome message.
      You must create a template first. For more information, see Creating a message template.
  9. If you want to follow up users that unsubscribe from the email campaign, select I'd like to follow up with people that unsubscribe checkbox.
    • Enter a subject for the follow up message and enter the email that will appear as sender email.
    • Choose a template that will be sent as follow up message.
      You must create a template first. For more information, see Creating a message template.
  10. In Connect this list section, you can connect existing subscribers to your new mailing list.
    Perform the following:
    1. Click Add connection button.
      A new window appears.
    2. In Connection source dropdown box, select from where you want to connect your mailing list.
      You can dynamically import subscribers from the following:
      • Sitefinity users
        These are all users registered in the website, both in the backend and in the frontend.

        In Connect this list to dropdown box, select the membership provider for the users which you want to add as subscribers.
        The dropdown box contains all created membership providers.

      • Sitefinity forms module
        These are the responses submitted to a form on your website. For more information, see Creating and editing forms.

        In Connect this list to dropdown box, select the form, which responses you want to use as subscribers.

    3. If you want to change the automatically generated connection title, enter a new title in Connection title input field.
      For example, enter Corporate clients.
    4. Map the fields required for a subscriber to the respective form fields or the respective user fields.
      The fields required for a subscriber are First name, Last name, and Email. For each of these fields there is a dropdown box, containing all available fields form a form or a user record. For each of the required fields, select a corresponding form field or user field.
    5. When finished, click Save changes.
    6. Every time a Sitefinity user is created or a user completes the form, he or she is also added as a subscriber to the mailing list.
  11. When finished creating the mailing list, click one of the following buttons:
    • Create this mailing list
      The mailing list is created and the system returns you to Mailing lists page.
    • Create and add another
      The mailing list is created the form is cleared and you can create a new mailing list. To do this, go to Step 3.
    • Cancel
      The mailing list is not created and the system returns you to Mailing lists page.

Next steps

+1-888-365-2779
sales@sitefinity.com

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