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 If you want to create a dynamic list, see Create a Dynamic List.
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Open the Lists page.
- In Account Engagement, select Marketing | Segmentation | Lists.
- In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
- Click + Add List.
- Name the list.
- Leave Dynamic List unselected.
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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.
- When finished, click Create List.
After you’ve created a list, you can add prospects to it.