Marketing Lists allow you to create curated lists of Contacts that act as a target for your marketing activities.
You may require elevated priveleges to access certain Marketing functions
Static vs Dynamic
There are two types of Marketing Lists, both useful depending on the scenario.
Static lists are created by adding/removing members yourself, and never change.
eg. "Contacts you've selected for an invite to an event"
eg. "Hand-selected list of Contacts for an Email send"
You can manually edit these lists to fine-tune them, and serve as a historic snapshot
Dynamic lists are generated from a query, and change in real-time based on the conditions of that query.
eg. "all Contacts where Age is greater than 55"
eg. "all Contacts where Service Level is Silver"
You can't manually edit these lists, they are populated by the defined query criteria.
eg If someone turns 55 years of age they will automatically appear on this list.
Create a New List
- Select the Work Areas button in the navigation bar
- Select Marketing and Marketing Lists
- Click New
- Enter a Name
Use a naming convention as you will end up with lots of lists.
Keep the name short but descriptive, and use the date as a prefix.
eg. 2017-02-15 FEB Seminar Invites
- Select a List Type (Static or Dynamic)
- Set Targeted At = Contact
- Click Save