Creating and Using Email Lists

Email lists in RapidWorks are created from the Create Email section. These lists can be used for employees, customers, vendors, or other contacts, making it easy to send emails to a group without selecting individual recipients each time.

This article explains where to access Create Email and how to build and use an email list.

Where Email Lists Are Created

All email lists are created from the Create Email screen. There are two ways to access this section:

Option 1: From a Report (Email PDF)

1. Navigate to Dispatch or to Report Central
2. Open any report (for example, a Schedule Report)
3. Click Email PDF
4. Select Add To Recipient

Option 2: From the Email Log

1. Go to Company
2. Select Email Log
3. Click on Send New and then Add To Recipient

Both options open the same Create Email screen. Once there, the steps to create an email list are identical.

Creating an Email List

The steps below apply to any contact type, including employees, customers, or vendors. 

1. Add the First Contact

1. In the Contact Information Selector window, select the type of contacts from the top tabs: Employees, Customers, Vendors, Lists.
2. In the dropdown, select the contact person. 
3. Choose the contact’s email and drag into:
   • The light blue section at the bottom to an existing list, or
   • The plus (+) icon to add a new list.
4. When prompted, create a new email list and enter a list name

2. Add Additional Contacts

• Additional contacts must be added one at a time
• Drag each contact into the newly created list

Note: Bulk selection is not currently supported for email lists.

Sending an Email Using a List

Once an email list is created:

1. Open Create Email (from either access path)
2. Use the Email List column at the top
3. Select the saved list

The email will be sent to all contacts included in that list, regardless of whether they are employees, customers, or vendors.

Important Notes

• Email lists cannot be created or managed from the Company Email List section
• Lists must be created through Create Email
• Once created, lists remain available for future use

Helpful Tips

• Use clear, descriptive list names (for example: Dispatch Team, Preferred Vendors, or Customer Contacts)
• Lists can be updated at any time by repeating the same drag‑and‑drop process
• Adding a single contact first can help confirm the list is set up correctly