Adding Members To A Marketing List



By Lookup


This method allows for you to add members to a marketing list individually.


1. Click on the Marketing tab on the left side, then select Marketing Lists.

2. Double click on the marketing list that you want to add members to.

3. On the left hand side, select Marketing List Members.

4. Click on Manage Members.

5. Select Use Lookup To Add Members, click OK.

6. In the Look Up Records box, the Look For field is automatically set to the member type specified (Account, Contact, or Lead). 

7. Search for your contacts and add them to the Selected Records section. 

8. Click OK.



By Advanced Find


The advanced find feature allows you to search for records that share a specific attribute. For example, if you have users in one sales region, you can automatically compile a marketing list to only include users from that area.


1. Click on the Marketing tab on the left side, then select Marketing Lists.

2. Double click on the marketing list that you want to add members to.

3. On the left hand side, select Marketing List Members.

4. Click on Manage Members.

5. Select Use Advanced Find to add members, click OK.

6. Select the specific query attribute you want to search by.

7. Select Find.

8. Select Add All of the Members Returned By the Search To the Marketing List.

9. Select Add To Marketing List to add all of the users returned by the search to the marketing list.