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Market to Your Customers with Account Engagement
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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