Sending a Custom List is similar to the process of sending a linesheet. Either send the Custom List directly through NuORDER or download and email it. With either option, go to Custom Lists from the left navigation menu and then select your Custom List.
Note: If you haven't built your Custom List, check out Add products to linesheets and custom lists and Creating a custom list.
Send
The most effective way of sending Custom Lists is through NuORDER’s Send function, because Campaigns let you see if the buyer has opened it.
Select Send in the upper-right corner of the Custom List.
In the Send Custom List screen, choose if you'd like to make this an EZ Order and if you'd like to include a PDF or XLSX file.
Set dates for the Expiration, Ship Start, and Ship End fields.
Add buyers in the NuORDER Contacts field. You can include contacts or Smart Groups. Add any other emails in the CC Emails field.
Add an Email Subject and a Message for recipients, then select one of the following: Send Me Test Email, Save Draft Campaign, or Send to your buyers.
Note: Learn more with Campaigns and smart groups overview.
Download and email
In your Custom List, select Download. Select a File Format, choose the other options you'd like, and then select Download. Commonly brands choose to send a PDF and then select a PDF Template.
You can then email the downloaded file to the buyer, notifying them that the list ready for them to review.
