Add or Remove Members

Add Using Lookup

This option helps to find members to add to marketing list using the Lookup tool.

1. In the Look Up Records page, select your search criteria.
2. Click on the records that you want to add, click Select, and then click Add.

Add Members Using Advances Find

This option helps find members to add based on a search criteria defined by the user.

1. In the Add Members page, click theSelectdrop-down list, and then choose the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.
2. Click Equals, and then select a query relational operator (for example Contains or Begins With).
3. Click Enter Text, and then type the value that you want to locate.
4. To specify the columns to include in the search results, click Edit Columns, and then Add Columns. Then select the columns that you want to add, and click OK.
5. Click Find. The add members page appears.
6. You can select to Add only the selected members to the marketing list or Add all the members returned by the search to the marketing list.
7. Click Add to Marketing List. All contacts you selected now appears in the Members list.

Remove Members Using Advanced Find

This option helps to find members to remove based on search criteria defined by the user.

1. In the Add Members page, click the Select drop-down list, and then choose the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.
2. Click Equals, and then select a query relational operator (for example Contains or Begins With).
3. Click Enter Text, and then type the value you want to locate.
4. To specify the columns to include in the search results, click Edit Columns, and then click Add Columns. Then select the columns that you want to add, and click OK.
5. Click Find.
6. You can select to Remove only the selected members from the marketing list or Remove all the members returned by the search from the marketing list.
7. Click Remove from Marketing List.