Lists

The Campaign Manager application uses Lists to create a targeted population for the Campaign effort.

While lists are useful for isolated efforts or small, manageable groups of Prospects, a more effective method to create campaign populations is with Views or Reports. Managing a List requires more time and attention to keep it up to date, while a View or Report can gather all Prospects that meet the targeted population criteria. This is especially important when providing CAN-SPAM compliant email marketing.

Create a List

Several methods are available to build Lists:

• To add list members individually, Create a Customer List, then Add Members to a List
• If you have a data file containing sales leads, you can Import a Target Customer List to create the List

When you create a customer list, it is helpful to note the source of the information (Campaign Source). Tracking the source of your target customers will help you monitor the effectiveness of this source.

You can add additional target customers at any time.

Add Members to a List

If a list already exists, you can add individual customers to that list. However, if you wish to create a new list of customers, you will need to create that list before you add customers to it.

1. Scroll to the bottom of the List Details screen and click the Add New Record button associated with the List Members. The Add List Member screen will open.
2. Enter the information as desired and click Save. The Add List screen will open.
3. Enter the List Name and click Save. The member will be added to the list and you will return to the List Details screen.

Create a Customer List

1. Select the Lists tab. The Lists object will open
2. Click the Add List button. The Add List screen will open
3. Enter the List Name and click the [Save] button

Once you click Save, the List Details screen will open. You are now ready to add prospective customers (called members) to the list.

Import a Target Customer List

When you import a target customer list, you have the choice of adding the imported list into a current list or creating a new list. The imported list must be in (.csv) format (comma-separated values).

To Import a Target Customer List:

1. Select the Lists tab. The Lists object will open
2. Click the Import List button. The Importing List Wizard will open
3. Click the Browse button. The File Upload dialog box will open
4. Browse to the Target Customer List you wish to upload into the platform, select the file and click Open. The file will be listed in the File text box
5. Click Next. The Map Columns screen will open
6. Map the screen columns with the imported file columns and click Next. The Set Attributes screen will open.
7. Name your list, select your merge options, specify whether to ignore rows with invalid email addresses, and click Start Import

After you click Start Import, the data will be added to the system.

Convert a List Member

Individual List Members can be converted to Accounts, Contacts or Prospects. When a List Member is converted, the record is deleted from the List.

Users with Delete permission enabled in Access to Records Owned by Others Within the Team can Convert List Members Owned by Others Within the Team Users with Delete permission enabled in Record Access Permissions can Convert List Members for records they own

To convert a List Member:

1. From the Campaign Manager application, navigate to the Lists tab
2. Highlight and select the desired list
3. In the List Members section, navigate to the desired List Member and click the Details link to open the List Member record
4. Click the [Convert] button, and complete the following information:

   Convert to

   Choose one of the following options:

   • Accounts
   • Contacts
   • Prospects

   Conversion Criteria

   Choose one of the following options:

   • Create New - Converts the List Member to a new Account, Contact or Prospect
   • Merge - Merges the List Member information with the selected existing Account, Contact or Prospect

5. Click the [Convert] button to continue