ZINFI UPM Guide

Email Marketing Management for Channel Partners

View a Mailing List

Overview

Mailing lists are fundamental to executing targeted email marketing campaigns within the platform. They enable vendors and partners to segment their audience and deliver relevant content, ensuring that marketing efforts reach the intended recipients. Effective management of these lists is crucial for maintaining data accuracy, adhering to communication preferences, and maximizing campaign effectiveness.

Key Features

  • Mailing List Management
  • Recipient Details View
  • Subscriber Management
  • Module Association
  • List Editing

Viewing Mailing Lists

Mailing lists list view
Mailing lists list view

Click the Mailing List New link.

Reviewing Mailing List Details

View a Mailing List screen
View a Mailing List screen

This screen provides a detailed view of a specific mailing list within the Market module, which is essential for managing email campaigns. Mailing lists are used to define the target audience for email communications, allowing vendors and partners to send messages to specific groups of contacts. This view displays the core properties of the list, including its name and the UPM module from which its recipients are sourced, such as Prospects. It also enumerates the individual recipients currently included in the list, providing options for managing them. This level of detail enables administrators to verify list composition and ensure accurate targeting for marketing initiatives.

Review the details of the mailing list, including its information and the list of recipients.

Buttons

ButtonDescription
EditAllows modification of the mailing list's properties.
Remove DuplicateRemoves duplicate entries from the mailing list.
Upload a ListUploads a new list of recipients to be added to this mailing list.
Recommended SubscriberSuggests or adds subscribers based on predefined criteria or system recommendations.
Add SubscriberAllows manual addition of a new subscriber to the mailing list.
AddAdds an imported list to the current mailing list.

Mailing List Information

FieldDescription
List NameDisplays the name assigned to this mailing list.
Mailing List NewThe current name of the mailing list.
Select module for ImportIndicates the UPM module from which the recipients for this mailing list are sourced.
ProspectThe specific entity type within the source module that populates this mailing list.
Module NameDisplays the name of the module from which recipients are imported.
ProspectsThe name of the module (e.g., Prospects) providing the recipients for this mailing list.

Recipients

ColumnDescription
ActionColumn header for actions that can be performed on individual recipients.
Email AddressColumn header for the email addresses of the recipients in the list.

Frequently asked questions

What is the purpose of viewing a mailing list?

Viewing a mailing list allows UPM administrators and partners to review list details, associated modules, and individual recipients. This ensures accurate targeting for email marketing campaigns and helps verify list contents before launch.

Who can view and manage mailing lists?

UPM administrators and channel partners are the primary users who can view and manage mailing lists within the platform.

What information is displayed when viewing a mailing list?

The mailing list view displays the list name, the UPM module from which recipients are sourced (e.g., Prospects), and a detailed list of individual recipients including their email addresses.

What actions can be performed from the mailing list view?

From the mailing list view, users can edit list properties, remove duplicate entries, upload new lists, add recommended subscribers, and manually add individual subscribers.

Why is effective mailing list management important?

Effective management of mailing lists is crucial for maintaining data accuracy, adhering to communication preferences, and maximizing campaign effectiveness by ensuring messages reach intended recipients.