How to create user lists for email campaign?

Overview

When setting up an email campaign, one of the steps is to add your recipients. This article explains the four different methods for adding recipients. If you’re not familiar with how to set up email campaigns, visit How to Set Up Email Campaigns.

Before you begin

✅ Requires Admin role

✅ Setup is done in the NG Admin dashboard

Ways to select recipients

There are four ways to add recipients to an email campaign:

From programs
From customers
From user lists
Add manually

This article explains how to add from user lists.

Instructions

Go to the NG Dashboard > Marketing > Email campaigns. Under the User lists tab, you’ll see all the user lists you’ve created in previous campaigns. To create a new list, click Create user list.

You now have two options:

Upload a CSV file (a template is available for download), or
Add users manually by entering a name and email address, then clicking Add.

When you’re done, click Submit. Your new list will appear in the table, and you’ll be able to select it when setting up future campaigns. You can also create user lists directly while creating a new campaign. To do this, go to the Recipients step, choose User list, and click the + button. You’ll see the same pop-up window as before, where you can either upload a CSV file or manually add users. Once you submit the list, it becomes available for immediate use in your campaign.