Lead Gen & CRM allows you to create a sample list from an original list. This can be especially helpful when doing things like test sends of an email to a certain segment of a bulk list that you would eventually like to send to.
This article will detail how to create sample lists.
Article Contents
Available With:
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
ListsUsers:
| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Creating Lists
All sample lists must be created from existing lists.
To create a sample list, do the following:
- Click Lists in the left toolbar.
Click to enlarge.
- Locate the desired existing list and click
Options > Create a Sample List From.
- Name the sample list.
- Enter the number of members to be added to the sample list.
- Click Create Sample List.
