How to Create a Lookup

Creating a lookup is an essential step to organize your contacts effectively. By setting up a lookup, you'll have a targeted list of contacts ready to go when you launch your next Email Campaign. This ensures that your campaigns are sent to the right audience, saving you time and improving your results!

In the top menu under “Contacts”, click “Create a Lookup”.

In the Create Lookup screen, you can search within all contacts within your system or contacts assigned to a specific record manager defined in "My Contacts" dropdown.

You can narrow down further by setting parameter values for up to 8 different contact fields!

Once you have configured your lookup, click “Search”.

All the contacts that match your criteria will display at the bottom of the screen where you can verify the lookup. Click “Make this My Lookup” to use this as your working list of contacts that you want to email.

You can also save this lookup to be used in future campaigns, by clicking the “Save” button at the top!

Give the lookup a name and click save!