Add to Promo list

K
Written by Karen
Updated 10 months ago

Growing your promotional list is a crucial step in driving effective marketing campaigns. Here's how you can use ClearLine to add customers to your promotional list:

  1. Navigate to your Dashboard.

  2. Click on 'Add to Promo List'.

  3. Choose a recipient from your existing list or click the plus sign to add new recipients.

  4. Fill out the Email or Phone fields. Alternatively, you can click on 'Message Personalization' to provide more detailed information.

  5. If you click on 'Message Personalization', you can input the first and last name of your customer, as well as the details of the product/service/package they purchased.

  6. If you filled out the information in 'Message Personalization', the customer will receive a personalized email or message that includes their name and product details. We highly recommend using this feature as it adds a personal touch to your communication with the customer.

  7. Click 'Add Recipient' to add this customer to your promotional list.

  8. Click 'Send' to dispatch the email or message.

By following these steps, you can easily expand your promotional list and create a more personalized experience for your customers, which can boost engagement and drive business results.

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