​Introduction

A marketing list is a selected list of leads, contacts, or organizations at whom you launch an email campaign. You can create or select an existing marketing list while creating an email campaign. For example, you would like your prospective customers to know about the unique features of your product. You first create an email campaign about your product. Then you create a marketing list of only your leads and use the list for your email campaign. 

Feature Availability 

Creating a Marketing List

From the marketing lists module

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Marketing Lists.
5. Click +New Marketing List.
6. Enter the following information:
   • List Name - Enter the marketing list name.
   • Add Subscribers - Add subscribers by selecting Leads, Contacts, or Organizations.
   • Load conditions from - Filter the subscribers by selecting a pre-existing list in the module selected. For example, if you select Leads in the previous step, then the lists created for Leads are shown in the drop-down list.
     • Note: You can filter the subscribers’ list further by adding more conditions. The total number of subscribers is shown after applying conditions.
7. Click Apply.
8. Enable the Subscribers have granted permission to send marketing emails checkbox.
   • Note: You cannot proceed without enabling the checkbox. This is related to the GDPR law. To learn more about GDPR, click here.
9. Click Done. 

From an email campaign

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Email Campaigns.
5. Click +New Email Campaign.
6. Select Regular or Autoresponder to create an email campaign.
7. Click Create New Marketing list.
8. Enter the following information:
   • List Name -Enter the marketing list name.
   • Add Subscribers - Add subscribers by selecting Leads, Contacts, or Organizations.
   • Load conditions from - Filter the subscribers by selecting a pre-existing list in the module selected. For example, if you select Leads in the previous step, then the lists created for Leads are shown in the drop-down list.
     • Note: You can filter the subscribers’ list further by adding more conditions. The total number of subscribers is shown after applying conditions.
9. Click Apply.
10. Enable the Subscribers have granted permission to send marketing emails checkbox.
    • Note: You cannot proceed without enabling the checkbox. This is related to the GDPR law. To learn more about GDPR, click here.
11. Click Done. 

Selecting a marketing list in an email campaign

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Email Campaigns.
5. Select Regular or Autoresponder to create an email campaign.
6. Click the drop-down under Select marketing list. 
7. Select a marketing list from the drop-down.
8. Fill out other details such as sender information and email content to create the email campaign.

Creating a Marketing List Segment

From a marketing list’s summary view

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Marketing Lists.
5. Select and open the marketing list in which you want to create a segment.
6. Click the Segments tab in the Summary View.
7. Click +New Segment.
8. Enter the segment name.
9. Click +Add Condition to add conditions that must be met to create a segmented list. 
10. Click Get count to get the number of subscribers on the segmented list.
11. Click Save to save the segment and use it while creating email campaigns in the future.

From an email campaign

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Email Campaigns.
5. Click +New Email Campaign.
6. Select Regular or Autoresponder to create an email campaign.

7. Select a marketing list from the Select marketing list drop-down or click Create New Marketing List to create a new one. (Refer to the steps in the previous section to create a marketing list.)

8. Select the Choose a segment radio button.
9. Click Create a segment.
10. Click +Add Condition to add conditions that must be met to create a segmented list. 
11. Save the segment by clicking Save Segment and give the segment a name. 
12. Click Get count to get the number of subscribers on the segmented list.
13. Click Save to save the segment and use it in the current email campaign. 

Activating/Deactivating a Marketing List

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Marketing Lists.
5. Click the toggle button beside a marketing list to mark it as Active or Inactive.

Deleting a Marketing List

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Marketing Lists.
5. Hover over the marketing list that you want to delete.
6. Click the Delete icon that appears on the right.

Marketing List Summary View

1. Recipients tab - Displays the names and email addresses of all the recipients in the marketing list and the recipients who have unsubscribed from the list
2. Segments tab - Displays the list of segments created in the marketing list and allows you to create new segments
3. Campaigns tab - Displays the list of all the campaigns sent to the marketing list
4. Inactive/Active toggle -Use this to mark a marketing list as active or inactive
5. Analytics widget - Shows the best campaign and the last campaign sent to the marketing list along with their metrics
6. Conditions widget - Shows the conditions applied to create the marketing list

Marketing List Analytics

• The best campaign
• The worst campaign
• The last campaign 

Viewing a Contact’s Subscription List

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Contacts.
5. Open a contact record.
6. Look for the List and Campaigns widget on the right-hand side in the contact’s Summary View.

• Email List Subscription: Displays the marketing lists  that a contact has subscribed to or unsubscribed from.
• Campaign History: Displays the list of email campaigns sent to the contact and the date on which they were sent. 
  • Engagement Level: Displays the score of overall engagement of the contact on the email campaigns sent to them.

Unsubscribing from a Marketing List