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How do I create a Marketing List segment while creating an Email Campaign?

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Yes, you can. Let us begin by creating an Email Campaign followed by a Marketing List.
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 in 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 marketing lists, click here.
To learn more about email campaigns, click here.

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