What is the Mailing List and the phone list?
The mailing list is a collection of email addresses to whom you would like to send an email to. A phone list is a collection of phone numbers to whom you would like to send an SMS to.
The purpose of creating a mailing or phone list with FormTitan is simply to use it later on with the "Targeting" option, by creating a campaign and then sending your form to the recipients based on your list.
Following are steps to create a mailing list
1- | Enter your FormTitan account |
2- | Open the "User" sub menu and select "My account" page |
3- | Go to "Lists" tab. |
4- | A small window will open, asking you to fill in the list basic details: Type (email or phone), Name, Description, and four checkboxes to make the list active, and agree to our terms. |
5- | The new list will now be added to the grid on the left. Selecting the list row in the grid will show its details on the right. |
6- | Press on "Manage list members" button and a window will open, where you will be required to add your list members. Adding the members my be done manually - one by one, or by uploading a CSV file (you have a button for either option). Each member you add should have the following details: If this is a mailing list: email address, first name, last name, is active (checkbox). If this is a phone list: phone number, first name, last name, is active (checkbox). |
7- | Once all members are added - close this window and you're done. |