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.

Access the 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

On the Edit Mailing List page, ensure the List Members tab is active.

1. On the List Members tab, click Add Members. The Add Members page appears.
2. Search for the clients you want to add to the mailing list.
3. From the returned search results, select the clients for the mailing list.
4. Click Add Members. The Edit Mailing List page appears.
5. Click Update.

Related Topics 

Managing Mailing Lists