For this particular use case, we want 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 we’d eventually like to send to.
Creating the Sample List
Step 1: Navigate to “Automation”, and select “Lists” from the drop down menu.
Step 2: Select the gear of the list you’d like to create a sample list from. Choose “Create a Sample List From...” from the options menu.
Step 3: A modal will appear. You can name the sample list, as well as choose the number of members to be added to the sample list.
Step 4: When you settings are correct, click “Create Sample List”. Your sample list will be built based on the settings you chose.
Congratulations! You’ve finished the walkthrough of how to create a sample list in SharpSpring.