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Market to Your Customers with Account Engagement
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            Create a Static List

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            Create a Static List

            A list is a group of prospects that you can use to send list emails or to feed engagement programs. To add prospects to a static list, you can add them manually or use automations.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To create a list: Account Engagement Administrator or Marketing role
            Note
            Note If you want to create a dynamic list, see Create a Dynamic List.
            1. Open the Lists page.
              • In Account Engagement, select Marketing | Segmentation | Lists.
              • In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
            2. Click + Add List.
            3. Name the list.
            4. Leave Dynamic List unselected.
            5. Select other options as needed.
              • To use the list for internal testing, select Email Test List.
              • To remove the list from tables and picklists but continue using it for automation, pick an Archive Date.
              • To make the list available in the Email Preference Center, select Public List.
              • To allow users to make list edits from Salesforce, select CRM Visible.
            6. When finished, click Create List.

            After you’ve created a list, you can add prospects to it.

            See Also

             
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