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 subscribed to emails at a trade show. Create and manage lists from the Actionable Lists tab. You can also create a list from a campaign, or add people to a new or existing list when you import lead or contact records.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition |
| User Permissions Needed | |
|---|---|
| To create lists: |
Marketing Cloud Admin permission set OR Marketing Cloud Manager permission set |
Before you create an actionable list, review these considerations:
- A list can contain leads or contacts, but not both.
- Actionable lists are fixed and don’t update based on data. To make changes to a list, manually update it or configure a flow to update the list. For example, update a list based on a record change or form submission.
- By default, only a list’s creator can add or remove members from a list. To grant access to more users, update the list's sharing settings.
Create an Empty List
Create a list that you can add to later.
- From the Actionable Lists tab, click New.
- Enter a name for the list and select a member type.
- Click Create List.
Import a List from the Actionable Lists Tab or a Campaign
To create a list of leads or contacts, import a list of records on the Actionable Lists tab or from a campaign record.
-
Create a list.
- From the Actionable Lists tab, click Import.
- From a campaign record, open the flow summary for a list-triggered flow. Then, in the Start section, click the dropdown and select Create List.
- Enter a name for the list and select a member type.
- Click Next.
- Select Import from File, and then click Next.
- Upload a CSV file, and then click Next.
- Review the field matching and make any necessary changes.
- When you’re done, click Start Import.
After the import completes, the list creator receives a notification in Salesforce and a confirmation email.
Create or Update a List from the Leads or Contacts Tab
As part of a lead or contact import, add the imported records to an actionable list.
- From the Leads or Contacts tab, click Import.
- Select Import from File, and then click Next.
- Upload a CSV file, select Add to Actionable List, and then click Next.
- Select an existing actionable list, or click New to create a list. If you’re creating a list, enter a name for the list.
- Click Next.
- Review the field matching and make any necessary changes.
- When you’re done, click Start Import.
After the import completes, the list creator receives a notification in Salesforce and a confirmation email.
Manually Update an Actionable List
Update an existing list with a list import, or add or remove members manually. You can remove list members from the Members tab on the list record. To add members to a list manually, select members on the Leads or Contacts tab and then select Add to Actionable List.
Update Sharing Settings for an Actionable List
By default, only the list creator can update an actionable list. To grant access to more team members, update the sharing settings from the actionable list record.
- From the Actionable Lists tab, open a list record.
- Click Sharing.
- Search for and select the users you want to grant access to.
- Update the access level, and then save your work.