How users can create an email list from their contacts

Overview

Mobile Locker makes it easy to create email lists directly from your contacts, enabling you to manage and send targeted communications. Follow the steps below to create and manage your email lists.

Navigate to Email Lists

1. Select Email Lists
2. Click the New List button

Create Your Email List

Enter Basic Information

1. List Name (Required): Enter a descriptive name for your email list
   • Example: "Sales Team Q1", "Product Launch Contacts", "East Coast Customers"
2. Description (Optional): Add notes about the purpose or contents of this list
   • This helps you and your team understand what the list is for
3. Click Create List to proceed

Add Contacts to Your List

After creating the list, you'll be directed to the Edit Email List page where you can begin adding contacts.

How to Add Contacts:

1. In the Add Contacts section
2. Search for contacts by name or email
3. Select the contacts you want to add
4. Click Save to add them to the list

The recipients will now be added to the new list. You also have the option to click Sync from CRM to import additional contacts.

Managing Your Email List

Once your list is created, you have several options to manage it:

Action Buttons (Top Right):

• EMAIL THIS LIST - Send an email to all contacts on this list immediately
• COPY LIST - Create a duplicate of this list for segmentation or testing

Action Buttons (Bottom):

• SAVE - Save any changes you've made to the email list
• CANCEL - Discard changes and exit without saving
• DELETE LIST - Permanently delete this entire email list

Send an Email to Your List

Once your email list is created and populated with contacts, you can send emails directly to everyone on the list.

How to Email Your List:

1. Click the EMAIL THIS LIST button (located at the top right of the Edit Email List page)
2. You'll be automatically routed to the Send Emails tab
3. After selecting your template, you can:
   • PREVIEW EMAIL - Review how the email will look before sending
   • SEND - Send the email immediately to all contacts on the list
   • SCHEDULE - Schedule the email to be sent at a specific date and time

How to Sort Your Contacts and Save Them to an Email List

You can filter your contacts by specialty (or other fields) and save them directly to an email list for group emails. Follow the steps below:

1. Navigate to the Contacts section from the left sidebar, or visit: 👉 https://app.mobilelocker.com/v2/app/content/contacts
2. Search and Filter your Contacts. Click the Search button. A filter box will appear with the following fields you can use to narrow down your contacts:

• Specialty
• Company / Account
• Designation
• NPI
• External ID
• First Name, Last Name, Email, Title

Enter the specialty (or any other criteria) you'd like to filter by, then click Search to generate your filtered contact list.

3. Select your Contacts. Once the filtered results appear, use the checkboxes on the left to select the contacts you want to add to your email list.
4. Add to Email List. After selecting your contacts, click the "Add to email list" button at the top right of the contacts table. This will save your filtered contacts into an email list that you can reuse for future group emails.

5. Name Your List or Select an Existing one. A popup will appear that says "Add [X] contacts to email list." From here you have two options:
   • Create a new list — Type a name for your new email list and hit Enter
   • Select an existing list — Use the dropdown to choose a list you've already created

Once you've named or selected your list, you have action buttons:

• ADD — Adds the contacts to the list and stays on the current page
• ADD AND SEND — Adds the contacts to the list and automatically routes you to the Email List page where you can review your list, manage contacts, and send your group email right away
• CANCEL

6. After clicking ADD, you will be taken to the Edit Email List page where you can:
   • View and confirm all contacts on the list
   • Add more contacts using the search bar
   • Edit the list name or description
   • Click "Email This List" to send your group email

By following these steps, you can effectively create, manage, and send emails to your lists within Mobile Locker to enhance your communication strategies.