Creating an email list in CleverlyBox is a straightforward process. Follow these steps to upload your contacts and organize them into lists for your email campaigns.


Step 1: Log into Your CleverlyBox Account

  1. Open your web browser and go to the CleverlyBox login page.
  2. Enter your username and password.
  3. Click on the "Log In" button.

Step 2: Navigate to the Lists Section

  1. Once logged in, find the main menu on the left-hand side of the dashboard.
  2. Click on "Lists" to access the contacts management area.




Step 3: Create a New List

  1. In the Lists section, locate and click on the "Lists" tab.
  2. Click on the "Create List" button.




Step 4: Name Your List

  1. A list crestion window will appear asking for a list name.
  2. Enter a descriptive name for your list (e.g., "July Newsletter Subscribers").
  3. Enter your email address from which you want sending.
  4. Add default From Name.
  5. Click "Save" to create the list.




Step 5: Upload Contacts

  1. With your new list created, click on it to open the list details.
  2. Click on the "Add Subscribers" button.
  3. Choose whether to upload contacts from a file (CSV, Excel) or add them manually.



Note: Once you have successfully imported the subscribers, your list will go in review and then approved.