Classic Batchbook FAQs and Knowledge Base Lists & ReportsCan I create an email list from my contact records?

Can I create an email list from my contact records?

Yes. On the Lists & Reports tab, click Create a New Contact List (the plus sign icon next to "Contact List"), and then follow these prompts:

  1. Enter a list name and description.
  2. Click Save.
  3. Select Add All Records to include all records, or Add by Search Criteria to filter which contacts you want to include in the list.
  4. Review the next section, List Data, by clicking the pencil (Edit) icon, and check the box next to name, company (if applicable), and e-mail.
  5. When the list is as you want it, click the Export CSV button.
  6. Follow the prompts to export your e-mail list to your desktop, where you can import it into your e-mail system to send messages to the list.

We also integrate with MailChimp, an e-mail marketing service, so be sure to check out these MailChimp FAQs to read about how to send your Batchbook e-mail lists directly to MailChimp.