Emailing specific contacts quickly with a new list

If you want to send an email to a handful of specific contacts quickly, you can create a temporary list. This is useful when you want to send a targeted campaign to, say, 5 to 10 contacts without using the advanced filter.

The video below explains how it works:

Step 1: create a new list #

In your Autorespond account, go to CRM & Emails → Lists and click ‘Add new list’.

1. Give the list a recognisable name, for example ‘Temp mail [date]’
2. Add a short description if you want
3. Click ‘Create list’

Step 2: add contacts to the list #

There are two ways to add contacts:

Per individual contact #

1. Go to CRM & Emails → Contacts
2. Find the contact you want and click on it
3. Click ‘Lists’ in the contact overview
4. Select your new list and click ‘Add’
5. Repeat this for every contact you want to include

With a bulk action #

1. Go to CRM & Emails → Contacts
2. Use the tick boxes to select several contacts
3. Choose ‘Bulk actions’ → ‘Add to list’
4. Select your new list

Step 3: send a campaign to the list #

1. Go to CRM & Emails → Campaigns and click ‘New campaign’
2. Set up your campaign (subject, content and so on)
3. Under ‘Recipients’, choose ‘Lists’
4. Select your new list
5. Schedule the campaign or send it straight away

For more extensive filter options you can also use the advanced filter.

When can you delete the list? #

You can only delete the temporary list after the campaign has actually been sent. If you delete the list before the campaign goes out, the campaign will fail because the recipients no longer exist.

So wait until:

• The campaign has the status ‘Sent’
• You can see in CRM & Emails → CRM Reports that the campaign has been delivered

After that you can safely delete the list through CRM & Emails → Lists → [select list] → Delete. The contacts themselves stay in place, only the list is removed.

Alternative: the advanced filter #

For occasional use you can also work with the advanced filter without creating a list. See the documentation on that here:
https://autorespondhub.com/docs/sending-campaign-to-specific-contacts-with-advanced-filter/