Working with Marketing Lists

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. 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 Dynamic Marketing List

1. On the top navigation bar click the Vertafore logo and then select the Marketing tile.
2. On the top navigation bar click on Marketing and then select the Marketing Lists tile.
3. On the command bar click + New. The new marketing list page appears.
4. In the Summary section, provide the list a Name.
5. The List Type default to Static. Click on static to change to Dynamic.
6. Enter the Purpose for this campaign.
7. For Targeted At choose between Accounts, Contacts and Leads.

Once the List Type and Targeted At fields are selected and saved, it cannot be changed.

8. Add the Source and Cost if available.
9. Choose whether the marketing list is Locked. Click on No to change to Yes.
10. The Owner of the list will default to the user creating the user. Use the inline lookup tool to change the owner.
11. Enter a Description and click Save. The Member section now becomes available to add contacts.

Add Members to the Dynamic Marketing List

1. In the Marketing list, within the Member section, click + to add a list of Contacts. The manage members page appears.
2. Click on 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.
3. Click Equals, and then select a query relational operator.
4. Click Enter Value, and then type the value that you want to locate (for example, "Seattle" or "Email").
5. For some values, you can click the Lookup icon to open the Select Values dialog box and select the value you want.
6. To specify the columns to include in the search results, click Edit Columns, and then Add Columns. Select the columns that you want to add, and click OK.
7. Click Use Query to add the matching records to your dynamic marketing list. All contacts matching your criteria appears in the Members list.
8. In the Notes section, enter all relevant information for the marketing list.