Marketing

Marketing

Lists (also known as Marketing Lists) can be used to send documents and messages in bulk to a large group of clients. A new List can be created by choosing “Lists” in the navigation pane and then “New” at the top.

Picture There are similarities between a List and a Document Approval. “Create Document Approval” determines whether the clients need to approve the document, or it is just for information. “Set to Key Document?” determines whether the document appears in each client’s “Key Documents” area of their home page dashboard in the portal. The most important component is the “Create Now?” field. This defaults to "No", and once it is set to “Yes” then a Document Approval based on the List details will be generated for each Contact in the Members tab

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To define the Members of your List, click the “Members” tab at the top and then “Add” on the right-hand side of the grid to search for Contacts and add them to the grid

Once all the list members are added, add your documents by navigating to “Related” and then “Documents”

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Once the documents have been added and you are ready to proceed, set the “Create Now?” field to “Yes” and then click “Save & Close” to trigger the automation.

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