• Work with Marketing Lists
  • Create Static Marketing List
  • Add or Remove Members
  • Evaluate Marketing List Members

Evaluate Marketing List Members Using Advanced Find

This options helps evaluate which members to keep in the marketing list based on the user defined search criteria and update the marketing list.

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 Keep only the selected members in the marketing list or Keep all the members returned by the search in the marketing list.
7. Click Update Marketing List.