Mailing Lists allow you to send your Briefings to a predefined group of recipients — making it easy to share updates with colleagues, clients, or stakeholders without manually adding contacts each time.
Below is a complete guide on how to create, manage, import, and apply mailing lists in your Briefings.
🔹Video Tutorial
🔹 Creating a New Mailing List
In the Briefing delivery section, click the gear icon beside the Mailing List field.
A Mailing List window will open.
In the left column, click Create List.
Give your new list a name and save.
🔹 Adding Contacts to a Mailing List
Once your list is created:
Select the list name in the left column
The middle column will display Recipients in List
The right column displays All Recipients (your full contact pool)
Add existing contacts
Use the search bar or scroll through All Recipients and check the box beside each contact you want to add.
Selected contacts appear immediately in Recipients in List.
🔹 Create New Recipients Manually
If a contact doesn’t exist in your account:
Click Create New Recipient
Enter the name and email address
Click Create Recipient
The new contact is added to your overall contact pool and can be moved into any list.
🔹 Import Recipients from a CSV File
To add multiple contacts at once:
Click Import Recipients
Prepare your CSV with one of the required header formats:
Format 1:
First Name
Last Name
Email
Format 2:
Full Name
Email
Click Browse and upload your CSV
A new window will preview the imported contacts
Select the contacts you want to add
Choose whether to add them to an existing list or create a new list
Click Create Recipients
Your imported contacts are now part of your contact pool and added to the selected mailing list.
🔹 Selecting a Mailing List for Your Briefing
When sending a Briefing:
Open the Mailing List field
Type the name of a list, or
Use the drop-down menu to view all available lists
Click the name of the list to select it
Your Briefing will now be sent to all recipients in the selected list.
📝 Support & Resources
Help Center: Briefings & Reporting
Need help? Chat with Support from your dashboard or email agilitysupport@agilitypr.com