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How do I create a marketing list while creating an email campaign?

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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.
  7. Click Create New Marketing List in the Recipients section.


Step 2: 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.
You can use the saved segment while creating email campaigns in the future.
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