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    Creating Marketing Lists for Campaigns

    Learn how to create marketing lists to send marketing emails and SMSes to your leads and contacts.
    R
    Ruba
    11 Jan, 2024 - Updated 11 months ago
    Table of Contents

    ​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 

     
    Sales Starter Sales Professional Sales Enterprise All-in-One Professional All-in-One Enterprise
    Feature Availability
    Marketing Lists ✓ ✓ ✓ ✓ ✓
    List Segmentation ✓ ✓ ✓ ✓ ✓
    Unsubscribe from Lists ✓ ✓ ✓ ✓ ✓
     

    Creating a Marketing List

    You can create a marketing list from the Marketing Lists module or while creating an email campaign. 

    From the marketing lists module

    Follow these steps to create 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 +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

    Follow these steps to create a marketing list while creating 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. 
     To learn more about creating an email campaign, click here.
     
    Note: You can identify the module for which a marketing list has been created by looking at its icons. The icon for leads and contacts is different from the icon for organizations.
     

    Selecting a marketing list in an email campaign

    You can select an existing marketing list while creating an email campaign.
     Follow these steps to select a marketing list for 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

    A segment is a part of a marketing list. When you want to send an email campaign only to a select group of contacts in a marketing list, then you can create a segment of the list.
     You can create a segment in a marketing list from the list’s Summary View or while creating an email campaign.
     

    From a marketing list’s summary view

    Follow these steps to create a segment from the Summary View of a marketing list:
    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

    Follow these steps to create a marketing list while creating an email campaign:
     Step 1: Going to the Email Campaigns page
    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.
     Step 2: Selecting/creating a marketing list
    1. 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.)
     Step 3: Creating a marketing list segment
    1. Select the Choose a segment radio button.
    2. Click Create a segment.
    3. Click +Add Condition to add conditions that must be met to create a segmented list. 
    4. Save the segment by clicking Save Segment and give the segment a name. 
    5. Click Get count to get the number of subscribers on the segmented list.
    6. Click Save to save the segment and use it in the current email campaign. 
     
    Note: Saved segments can be selected from the Choose a segment drop-down list while creating email campaigns.
     

    Activating/Deactivating a Marketing List

    You can use a marketing list only when it is active. When you deactivate a marketing list, you can no longer use it to send email campaigns.
     
    When would you deactivate a marketing list
    Here are some situations where you might want to deactivate a marketing list:
    • When too many email bounces occur on the list
    • When you are cleaning up the list (removing invalid contacts)
    • When the list is no longer useful (you can also delete a list in such cases)
     
    Follow these steps to activate or deactivate 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.
     You can also activate or deactivate a marketing list from its Summary View. Skip to the ‘Marketing List Summary View’ section to learn more.
     
    Note: A marketing list is said to be active when the toggle button is green. Otherwise, it is inactive. 
     

    Deleting a Marketing List

    Follow these steps to delete 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

    When you open a marketing list from Main Menu > Marketing > Marketing Lists, you will see its Summary View. 
    The Summary View consists of the following elements:
    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
     
    Note: You can edit or delete a marketing list by clicking the More icon beside the marketing list name.
     

    Marketing List Analytics

    You can see the marketing list analytics on the right sidebar of a marketing list record. The analytics tell you about the following campaigns sent to the marketing list: 
    • The best campaign
    • The worst campaign
    • The last campaign 
    The campaign that gets the least number of unsubscribes and bounces becomes the best campaign. The campaign that gets the most unsubscribes and bounces becomes the worst campaign. 
     The Analytics tab also shows metrics such as opens, clicks, bounces, and unsubscribes on the best, worst, and last email campaigns.
     

    Viewing a Contact’s Subscription List

    To see all the marketing lists that a contact has subscribed to, you must open the List and Campaigns widget in the contact record. 
     Follow these steps to see a contact’s marketing lists:
    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

    Every email campaign that you send will have an Unsubscribe link. Subscribers can use this link to unsubscribe from one or more marketing lists. By doing this, they will prevent themselves from receiving marketing emails from you in the future.
     
     
     
    Note: You cannot remove the Unsubscribe link from an email campaign.
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