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Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts. First, you will create a Marketing List, then add the Members to the list. Once you've selected the Members, then you can use the list for either a Campaign or Quick Campaign.

You can create two types of marketing lists:

• Static-Use a static list if you prefer to add and update members manually.

• Dynamic-Use a dynamic marketing list if you want the list to return a list of members dynamically when needed, based on search criteria you set. For example, if you want to run a campaign to members of a specific city, use a dynamic list. A dynamic marketing list retrieves the updated list of members each time you open the list, create a quick campaign from the list, or distribute a campaign activity for a campaign associated with the list.

Create a Marketing List

1. Go to Marketing > Marketing Lists.

2. Select +New.

3. On the Summary tab, add or change the information. Here you will choose either a Dynamic or Static List Type. This screenshot provides an example.

   

    Note: To look up records in the Owner field, first select Save, or you'll lose your changes.

4. Targeted At: Select the type of records this marketing list will target whether leads, accounts, or contacts. 

5. Select Save so you can enter information in other areas of the form.

6. Add any other information that applies to your marketing list in the Notes area.

7. Select Save.

Add Members to a Static Marketing List

1. In any marketing list record, on the command bar, select Manage Members, and then select one of the following options:

   Add using Lookup

   1. In the Lookup Records dialog box, select your search criteria.

   2. Select the records that you want to add, and then select Add.

   Add using Advanced Find

   1. In the Add Members using advanced find dialog box, the entity that the marketing list is targeted at is automatically selected.

   2. In the Use Saved View drop-down box, select a view for the selected entity, which will be used for filtering.

   3. Select Add, and then select Add Row, to define the search criteria. For example, to find all the contacts in New York state, in the first box select the field as Address 1: State/Province. Then, in the second box, select the query relational operator as Equals. In the third box, type NY. You can select fields from the current record type, or from related record types.                                       

   4. Select Find.

   5. Select the members that you want to add, and then select one of the following:

      • Add only selected

      • Add all

   Remove using Advanced Find

   1. In the Add Members using advanced find dialog box, the entity that the marketing list is targeted at is automatically selected.

   2. In the Use Saved View drop-down box, select a view for the selected entity, which will be used for filtering.

   3. Select Add, and then select Add Row, to define the search criteria. For example, to find all the contacts in the Seattle city, in the first box select the field as Address 1: State/Province. Then, in the second box, select the query relational operator as Equals. In the third box, type NY. You can select fields from the current record type, or from related record types.

   4. Select Find.

   5. Select the members that you want to remove, select one of the following:

      • Remove only selected

      • Remove all

   Evaluate using Advanced Find

   1. In the Add Members using advanced find dialog box, the entity that the marketing list is targeted at is automatically selected.

   2. In the Use Saved View drop-down box, select a view for the selected entity, which will be used for filtering.

   3. Select Add, and then select Add Row, to define the search criteria. For example, to find all the contacts in New York State, in the first box select the field as Address 1: State/Province. Then, in the second box, select the query relational operator as Equals. In the third box, type NY. You can select fields from the current record type, or from related record types.

   4. Select Find.

   5. Select the members that you want to keep, select one of the following:

      • Keep only selected

      • Keep all

 Note: You can add up to 120,000 members to a static marketing list in one Add operation. If you need to add more than 120,000 members to a static marketing list, split those members into multiple add operations. One way to do this is by using the Advanced Find dialog to create queries that return less than 120,000 members. Alternatively, depending on your scenario, you can also consider using a dynamic marketing list instead of static list. More information: Create a dynamic marketing list

Define the Member Selection Criteria for a Dynamic Marketing List

1. In any marketing list, on the command bar, select Manage Members.

2. In the Manage Dynamic List Members dialog box, the entity that the marketing list is targeted at is automatically selected.

3. In the Use Saved View drop-down box, select a view for the selected entity, which will be used for filtering.

4. Select Add, and then select Add Row, to define the search criteria. For example, to find all the contacts in New York state, in the first box select the field as Address 1: State/Province. Then, in the second box, select the query relational operator as Equals. In the third box, type NY. You can select fields from the current record type, or from related record types.

5. Select Use Query to add the matching records to your dynamic marketing list.

Associate campaigns or quick campaigns to a marketing list

After you have created a campaign or quick campaign, you can associate it to your marketing list. You can also create a new campaign or quick campaign from your marketing list.

1. In the Campaigns or Quick Campaigns area, select New Campaign or New Quick Campaign.

2. Search for the campaign or quick campaign you want to associate to this marketing list.

    Note

   If you don't have any campaigns, or if you want to create a new one, you can select + New.

   If you don't have any quick campaigns, the Quick Campaign Wizard will start.

Customized marketing list form

If you're using a custom form for a marketing list that doesn't include certain fields, you'll see the following message: 'The form is missing the following elements: 'query', 'membertype', 'accountsUCI', 'contactsUCI', 'leadsUCI', 'dynamic_accounts', 'dynamic_contacts', 'dynamic_leads'. Functionalities will be affected.

The elements listed in the message are required to populate the members list that is included in the default form. If your custom form doesn't display the members list, you can ignore the message.