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 only be created by System Administrators in the Strategic tier and in the Marketing Group.
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.
To Create a Marketing List:
- Click the Global Add Button
near the top of the screen.
-
Select Add Marketing List from the menu. An Add New Marketing List window will display.
- Fill in the Name for the new working List.
- Optional: Enter a Description for the List.
- 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.
- Select the Type of Marketing List.
- Save your changes.