When you are first assigned a Yabber subscription, there are no Mailing Lists or forms created. However, before you create your first list you have the option of creating a large number of default email lists. If we set up Yabber for you, this is our default action. If you set up your own account you may choose to skip this step (although it is not recommended).
This FAQ will detail how to set up your default lists, and how to create additional email marketing lists when required.
You will find the 'Email Marketing' options in the 'Marketing' menu. Select 'Email & Filtering'.
Pictured: You will find the 'Email Marketing' options in the 'Marketing' menu. A large number of email marketing options are returned (email campaigns and other campaign-related email systems are returned in the 'Campaigns' module). Select 'Email & Filtering'.
Creating Default Email Lists
On entering the page for the first time you will see a message offering you the opportunity to build default lists. This is highly recommended.
Pictured: On entering the page for the first time you will see a message offering you the opportunity to build default lists. This is highly recommended. Select the green form button (indicated by the arrow), wait until the lists are populated, and then refresh your page.
Select the green form button, wait until the lists are populated, and then refresh your page. A large number of lists are created.
Pictured: Select the green form button, wait until the lists are populated, and then refresh your page. A large number of lists are created. The subscriber count for all lists will be zero.
These lists may now be used in forms and other subscription-based assets (such as Fact Find reports, Referral forms etc.).
Creating a New Email Marketing list
To create your own email marketing list you should select the 'Create' panel. Populate the default email associated with this list (this value is almost always ignored, but it requires a parent), the list title and description, and then select 'Save'.
Pictured: Populate the default email associated with this list (this value is almost always ignored, but it requires a parent), the list title and description, and then select 'Save'.
The newly created list may be assigned to any asset in the same way as a list that was automatically created.
Edit an Email Marketing List
To any any created list (generally just the name and description), you should select the 'Edit' panel. Select your list and submit. The identifying details of the list will be returned for editing. Update as required and 'Save'.
Pictured: Select the 'Edit' panel. Select your list and submit. The identifying details of the list will be returned for editing. Update as required and 'Save'.
Review your newly edited list via the Review Panel.
Copy or Merge an Email Marketing List
There are times when you'll need to copy an email marketing list, or merge one list into another. This function is performed via the 'Copy' panel.
To copy a list, select the list and submit. TO merge one list into another, select the checkbox to return another select menu with your lists, select the destination list, and submit.
Pictured: To copy a list, select the list and submit. TO merge one list into another, select the checkbox to return another select menu with your lists, select the destination list, and submit.
This will also copy and associated email marketing autoresponder campaign, so you should review and rename the list, and edit the autoresponder campaign associated with the list.
Review Email Lists
You may review your email lists via the 'Lists' panel in the primary submenu.
Review Email Marketing Lists via the 'Lists' submenu item.
Pictured: You may review your email lists via the 'Lists' panel in the primary submenu. Selecting any green icon will open up an accordion panel with additional list attributes.
Selecting any green icon will open up an accordion panel with additional list attributes.
Creating a List is Just the Beginning
Creating an email marketing list is just the beginning. In most cases you'll now want to consider Email Autoresponder marketing campaigns, triggers, funnel filtering, and so on. You may also want to import existing contacts into the new list or sync your CRM contacts with Yabber. Review the Related Email Marketing FAQs for a broader understanding of the array of tools availed to you.
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Email Marketing Module FAQs
FAQs related to the Email Marketing module.
One of the features of Yabber that is less visible than others is the lender rate email signature. The signature is an image that may be used in an email signature to return the lowest rate of a specific type. Yabber provides links to the direct image and will also create a HTML link for… [ Learn More ]
The facility to add an email or any other type of subscriber to a Microsoft Contact folder was introduced in the FAQ on creating a form. The purpose of adding a contact to segregated Microsoft Outlook contact folder is more than just 'providing a backup' as many see it. The lists are used when… [ Learn More ]
When a user unsubscribes from an email marketing campaign, we have the option to redirect them to a single default landing page, or a specific landing page that'll try and resubscribe the user back into the same or another list. We go to great lengths to attract a potential client, so we must provide a… [ Learn More ]
Email filtering is part of the Forms module. When creating a form you are presented with an option to define a large number of "What are you Interested in?" options. These options might include 'First Home Buyer', 'Refinancing', 'Renovating My Home', 'Investment Finance', and so on. A user may select any of these options when… [ Learn More ]
When you are first assigned a Yabber subscription, there are no Mailing Lists or forms created. However, before you create your first list you have the option of creating a large number of default email lists. If we set up Yabber for you, this is our default action. If you set up your own account… [ Learn More ]
Before email and calendar tools may be used, we generally have to define our default email and calendar for various facilities. This action is normally completed by us during the setup, but if you're doing it yourself, or you are required to alter values, this FAQ will guide you through the process. It will only… [ Learn More ]
An Admin Email is an email that is referenced within other areas of Yabber, such as EDGE, Fact Find Reports, Referrals, and Triggers. Instead of creating a single email, we create the email as a template that we may use from multiple locations, meaning that if an update to the message is required, it need… [ Learn More ]
As described in our FAQ detailing the Email Marketing Module, one of the benefits of using the Microsoft 365 integration is complete ownership of all your email with a single source of sending and management. All email sent from Yabber will optionally be added to your MS365 'Sent Items' folder. To include or exclude… [ Learn More ]
Whenever an email is created in Yabber that is associated with general email marketing or automated emails (admin, autoresponders etc.), an email signature is selected from a Library of signatures. This means that when a change to your signature is required, the change will be globally applied whenever that email signature is referenced. In some… [ Learn More ]
