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          Use Actionable Lists in Marketing Cloud Next

          Use Actionable Lists in Marketing Cloud Next

          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.

          1. In Marketing Cloud, go to Leads or Contacts, depending on the type of members you’re adding to your list.
          2. Click Import.
          3. Click Import from File.
          4. Click Upload Files and select a CSV containing your list members.
          5. Turn on the Add to Actionable List option and click Next.
          6. Click New or select an existing list and skip to step 8.
          7. Enter a list name and description, and then click Create.
          8. 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
          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.
           
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