Adding or Changing Recipients of a Marketing Email

Add recipients to your emails to target particular messaging to selected contacts and leads.

You can edit the recipients of your emails to a single list or multiple lists, or you can search for individual contacts. The following must be true to edit or change the recipients of your email:

• The email must be saved, but personalization is not required.
• The email must be in Draft status.

To add recipients to your emails:

1. Navigate to your My Campaigns page.
2. Click the name of the campaign that contains the email you want to update. This takes you to the activity dashboard for the campaign.
3. Under Mailings, click the name of the email to which you want to add recipients.

4. Click Edit and navigate to the Recipients tab.

   

5. In this view, you have access to these areas::

My Lists

Search for and choose a contact list.

You can also use the Create list option to create a new contact list. One you’ve created the list, click Upload recipients to list to upload the contacts to it, and set their preferences for opting in to receiving your emails.

For more information, see Uploading Contacts to Contact Lists in Bulk.

If you choose to send an opt in confirmation request to the contacts in a new list, you will need to provide and personalize a Confirmation Email to send. You will be prompted to do this if you haven’t done so. For more information, see Personalizing your Opt-in Confirmation Email.

My Contacts

Search for and choose individual contacts.

You can also use the Add new contacts option to add new new email addresses.

Send to

Shows the total number of contacts to which the email will be sent.

Show All Recipients

View all individual recipients, including those from linked contact lists, for reference.

 

6. Click Save or Save & Next.

To remove recipients from the email:

1. Under Send to, find the list of all recipients and contact lists added to this email. Click the X next to a contact or list name to remove it as a recipient of the email.
2. Click Save or Save & Next.