There are a few options for managing members of your Marketing List.
Link
To get started, please see the Create A Marketing List article
Selecting Members
- Open your Marketing List
To add, remove or evaluate the members of the list either:
- Click the Manage Members button in the ribbon
- or Click the
add button in the Members section
for Static Lists
- You can choose the most appropriate option for selecting members
- Add using Lookup – uses the familiar search window, select "one or many"
- Add using Advanced Find – a more powerful search query
- Remove using Advanced Find – use a search query to remove members
- Evaluate using Advanced Find – can be used to keep some, discard all others
Tip
If you are viewing a single Contact record, you can use the Add to Marketing List button in the ribbon (It may be hidden in the 
More flyout menu)
for Dynamic Lists
- You must set an Advanced Find query to determine the list members
Link
For relevant skills please see the Advanced Find (Basic) article
- Set your query
Tip
It's always a good idea to use Status equals Active so you don't include Inactive records
- Click Find to preview the results
- If you are unhappy with the results returned select Back To Query
- or Select Use Query to accept
Tip
If you ever wish to edit the query a dynamic list is using simply repeat the above steps
Removing Members
For Static lists you may wish to remove Contacts from the list at different times.
Tip
You cannot select & remove members from a Dynamic list. To do this you must edit the query by clicking Manage Members
- Open your Marketing List
- Select the
button to expand the List Members window
- Select the Contacts required
- Click Remove From Marketing List button
- Confirm you wish to remove the members by clicking Delete
Tip
You can also remove members using Advanced Find. To do this click Manage Members
Advanced Techniques
It can be necessary sometimes, to achieve the desired result, to combine or even repeat techniques.
Consider the following example:
You wish to create a Marketing List of all Contacts Aged 55, and add a few other members
- Select Manage Members
- Select Add using Advanced Find
- Create your query for all Active Contacts where Age = 55
- Add all returned Contacts to the list
- Select Manage Members again
- Select Add using Lookup
- Search and select the required Contact(s)
Consider the following example:
You wish to create a Marketing List of all Contacts that have no activities
Tip
There is no way to search for records that "have none" or "do not have". To get around this you can perform this in two separate passes.
- Select Manage Members
- Select Add using Advanced Find
- Create your query for all Active Contacts
- Add all returned Contacts to the list *you are starting with everyone
- Select Manage Members again
- Select Remove using Advanced Find
- Create a query for Contacts that have activities
Link
For techniques to assist here please see the Advanced Find (Expert) article
- Remove all returned Contacts from the list
*you will be left with Contacts that have no activities