Marketing Lists

It helps to create lists of potential customers or existing customers for marketing purposes. There are two types of list:

Dynamic Marketing List is to return a list of members dynamically when needed, based on search criteria you set.  Whenever a new record is created or updated and meets the criteria of the marketing list query, it will automatically be added to the marketing list.

Static Marketing List is used to add and update members manually.

A marketing list can only contain members from one of the following record types: Lead, Contact, or Account. You cannot have members from two different record types in one list.

Create a marketing list

1. Go to Marketing > Marketing Lists
   
   
   
   
   
   
   
   
   
   
   
2. Click New.
   
3. In Summary area, Fill required fields and add or change the information.
   
4. Click on Save.

Add members to a marketing list

1. In any marketing list record, in the Members area, click the Add button.

2. Manage Members dialog box displayed, select one of the following options, and then click Continue.

3. Select desired records and click add, Members will be added to marketing list. 

4. Add  campaign or quick campaign which you want to associate to newly created marketing list.