Step 1
1.1 Navigate to the Communications section of the Clutch Portal.
1.2 Navigate to the Lists section of the Email tab.1.3 Click the + New Subscription List button.
Step 2
2.1 Create a name for your Email List.
2.2 Decide if this list should display in the Clutch hosted email preference page. By allowing customers to see this list, it gives them the ability to opt-in or out.
Step 3
3.1 Choose how you would like to populate the list.
Option A: You can choose not to populate the list at this time.
Option B: You can choose to copy contacts from an existing list. Simply select the list you’d like to use from the dropdown.
Option C: You can choose to upload contacts via a .csv file you create. The file must contain 3 columns titled “email”, “firstName”, and “lastName”. Note that these headers must match exactly. You can download an example .csv file here.
3.2 Select if you would like all new contacts added manually or through member sign up to be added to this list. This can be useful if you would like this list to stay up to date with all new customers.
Step 4
4.1 Review the details of your subscription list.
4.2 If you are satisfied with your list, click the Create Subscription List button.
Note that creating a list can take up to an hour to finish processing.
Step 5
5.1 Once your list has finished processing, you can view its details, including number subscribed, unsubscribed, and bounced.
