Finalsite Messages: Lists

Create a new list

Open up the Modules menu and select “Messages.”

Select “Lists.”

Select the green “+ Mailing List” button at the upper-right of the screen.

Give the list a name and click “Save.”

Add a subscriber

Click on the “+ Subscriber” button to begin adding users to the list.

On the window that pops up, start typing the user’s name or email address. Any users who match what you type will begin appearing in the auto-complete list below. Click on a single user to select them for addition to the list.

At this point, new options will appear. Select which of the available emails to include, and then select the checkbox next to “Express Consent Given.” You must have express consent or an established relationship with a user to add them to a mailing list.

Note: Users are not added to lists until you click the “Add” button on this window.

Filter a list

There are two options for filtering a list, either by subscribed/unsubscribed or by email address. Both are located in the top-right corner of the display of each list.

Delete a list

Use the trashcan icon in the bottom-right of the screen to delete an existing list. A confirmation message will appear, indicating that it will remove all subscriber information tied to the list. Click “Delete List” to proceed with deleting the list.

Settings

To change the name of a mailing list or assign permissions to use the list, click the pink gear “Settings” icon on the bottom-right of the screen.

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