Marketing Lists
You can add marketing lists to group together the leads, opportunities, and contacts that come from the same marketing campaigns.
Role required: crm_marketeer, crm_admin, crm_sales, crm_manager. crm_admin and Owner with the crm_manager role can edit all fields, except the Owner field. crm_manager can edit all fields, including the Owner field.
To create a marketing list, complete the steps below:
- Navigate to CRM → Marketing → Marketing Lists.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Marketing List form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Add the title of the marketing list. |
| Purpose | N | Specify the purpose of the marketing list. |
| Source | N | Specify the source of the marketing list. |
| Contains records of | N | Specify the type of the records to be included in the marketing list. Available options:
|
| Owner | Y | Specify the employee responsible for the marketing list. |
| Description | N | Add a description of the marketing list. |
| Campaign | N | Specify the marketing campaign that the marketing list belongs to. |
The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.
Navigate to CRM → Marketing → Marketing Lists to see previously created marketing lists. Open a Marketing List record to manage it. The actions available for the existing marketing lists:
-
Add records to the list – click to open the Add to list modal window. Select the records to be added to the list. Depending on the value of the Contains records of field, the records will be added to the corresponding M2M table: Lead Marketing List (crm_marketing_list_to_lead), Company Marketing List (crm_marketing_list_to_company) or Contact Marketing List (crm_marketing_list_to_contact). The records included in the list are displayed on the form of the saved record in the Member List widget:
-
Remove from the list – click to open the Remove from list modal window. Select the records.
-
Activate / Deactivate – click to change the value of the Active parameter for the marketing list. Inactive marketing lists are hidden from the default list interface. All the form fields are inactive, and you cannot add new records to the list. The action is only available for the Owner of the marketing list.