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How do I create a marketing list?

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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. Enter the campaign name.
  7. Select Regular or Autoresponder to create an email campaign.
  8. Click Next.
  9. Click Create New Marketing list under the Recipients section.
  10. 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.
  11. Click Apply.
  12. 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.
  13. Click Done

To learn more about email campaigns, click here.
 
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