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Mailing lists are a convenient way to keep groups of clients updated on any changes or maintenance that may be going on at your company. They are also a convenient way to target sales related materials to a subset of your client base.

More customizable mailing lists beyond these are available from the Advanced Search results page’s send mail to list function.


Access the Mailing Lists Page
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Mailing Lists Page
Mailing Lists Page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.
  2. From the Clients – Communications section, click Mailing Lists.

    The Mailing Lists page appears.

Complete the Add Mailing List Page

  1. From the Mailing Lists page, click Add Mailing List.

    The Add Mailing List page appears.
  2. In the List Name field, enter the name of your mailing list.
  3. In the Description field, enter a description to help identify the purpose of the list.
  4. Click Add Members.

    The Edit Mailing List page appears with the List Members tab active.

Complete the Add Members Page

  1. On the Edit Mailing List page, ensure the List Members tab is active.
  2. On the List Members tab, click Add Members.

    The Add Members page appears.
  3. Search for the clients you want to add to the mailing list.
  4. From the returned search results, select the clients for the mailing list.
  5. Click Add Members.
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Related Topics 
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Related Topics
Related Topics

Managing Mailing Lists 


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