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 Select the Email List you wish to edit.
Step 2
2.1 Once in the list, find and select the Edit List button.
Step 3
3.1 Select the “Yes- upload contacts” circle and upload the contacts you wish to add 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 Save Subscription List button. Creating a list can take up to an hour to finish processing.
Note that customers previously opted out of the specified list will not be opted back in. This process will only opt-in new records or customer that previously did not have a subscription status.
