Creating a Marketing List

Marketing Lists are used to group the recipients who should receive mailings, attendees for events, and other Lists useful to the marketing or business development group. For example, most organizations maintain a List for the annual holiday card. The List contains all the individuals who should receive the mailing, along with sponsorship information.

Marketing lists can be created by users in the Data Governance tier in the Marketing group. Administrators can override this by granting permissions to allow Marketing Lists to be created in Group Management.

There are two types of Marketing Lists:

• A Marketing List (with sponsorship) includes one or more sponsors for each contact added to the List. A sponsor is the professional who wanted the contact included on the List or the person on whose behalf marketing will send mailings.
• A Marketing List (without sponsorship) is used for Lists that don’t require sponsorship. A Marketing List without sponsorship stores the contacts on the List but without the additional sponsor information.

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To Create a Marketing List:

1. Click the Global Add Button near the top of the screen.

2. Select Add Marketing List from the menu. An Add New Marketing List window will display.

   

3. Complete the Form:
   1. If the List is sponsored, select the With Sponsorship button. If it's not sponsored, select No Sponsorship and select Marketing List (no sponsorship) as the Type.
   2. Name: Fill in the Name for the new Working List.
   3. Optional: Enter a Description for the List.
   4. Type: Select the Type of Marketing List. This field is also mandatory.
   5. Optional: Mark the check box if you want to allow the use of Flags in this List.
      • Optional: Click on the Flag Description and edit as needed.
      • Optional: Select a Flag color to automatically flag new Contacts that are added to the List.
4. Save your changes.