An actionable list is a fixed collection of audience members. Static lists are ideal for
quickly reaching a specific set of known individuals, such as people who signed up for your
marketing at a trade show.
Required Editions
Available in: Salesforce Enterprise and
Unlimited Editions with Marketing Cloud Next
Growth or Advanced Edition
User Permissions Needed
To create segments:
Marketing Cloud Admin permission set
OR
Marketing Cloud Manager permission
set
Create an Actionable List
To create an actionable list, start by importing a file that contains the members you
want to add. A list can contain either leads or contacts, but not both.
In Marketing Cloud, go to Leads or Contacts, depending on the type of members you’re
adding to your list.
Click Import.
Click Import from File.
Click Upload Files and select a CSV containing your list members.
Turn on the Add to Actionable List option and click Next.
Click New or select an existing list and skip to step 8.
Enter a list name and description, and then click Create.
Review the field matching and click Start Import.
After the import completes, you receive a notification in Salesforce and at the email address
associated with your account.
Next Steps
After you create an actionable list for marketing, here are some ways to use or manage
your list.
Use the list in a campaign—To send marketing messages to your list, add a
list-triggered flow to a campaign. For example, send welcome email or promotion to new list
members. See Send a Message with a
Marketing Campaign.
Automate list management—Add or remove list members based on various criteria, such
as a change to a field value.
Update your list manually—Go to Actionable Lists, select the actionable list you
want to work with, then add or remove individual members as needed.
Note You can remove list members with a flow or from the actionable list record page. Only a
list’s creator can remove members from the actionable list record page.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.