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Contact Management Tool

If you have ever wanted to send out information to a large group of existing customers/clients, you need to know how to use the Contact Management Tool.  With just a few clicks, Web site owners are able to notify customers about upcoming promotions, new products, or even just to send out a special holiday greeting to their best customers.

Sending out an e-mail with the Contact Management Tool is a three-step process: adding people to your Contacts List (building your database of e-mail addresses), creating a Mail List (selecting the individuals you want to send an e-mail to), and finally, sending out the actual message.

Adding People to your Contact List 
After you have logged into your Web site Administration section, click on the “Contacts” tab and then select the link to the left labeled “Add A Contact”.  Fill out First Name field, the Last Name field, and the Primary Email Address field and then click the gray button at the bottom labeled “Add Contact Information”.  Once you are finished adding people to your Contact List, you are ready to create a Mail List.

Creating a Mail List
In the Mail List area, click on the “Add a Mail List” link to the left.  After adding a title (like “Christmas Cards”) and a description (“Christmas Greetings”), select “Create A Mail List”.  Click on the “Mail List” tab at the top of the screen and scroll down the page until you see the Christmas Cards List you just created.  Next click on the “Add Contacts” link below the title Christmas Cards, click the “All” link at the top of the screen, and then select the people you would like to add to the mailing list.  When you are finished, click on “Update Mailing List Membership”, and you will be ready to send out mail.

Sending Out Mail
After returning to the mail list, click on the “Send Mail Form” link to the left. Check the box next to the mail list you want to use (like the "Christmas Cards" list we created earlier). Scroll down to the “From” field and enter your company’s email address, and in the “Subject” area, enter a title describing the contents of the message  (something like "Season’s Greetings").  Once you have finished typing your message, click the “Send Mail” button at the bottom of the page, and your message will be sent out.

The Contact Management tool is a useful feature that nearly all of your Web site customers will want to use.  More advanced/ambitious users can even create a special page in their site and e-mail the link for that page to customers.  If you have any additional questions, please refer to the Online Quick Start guide or contact Customer Care.

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