Creating a Marketing List
When you create a marketing list, select values in the following fields appropriately:
- List Type: select from the following values
- Static – the list of students in the group is unchanged without user intervention in the duration of the group.
- Dynamic – students are added to the group dynamically. As long as the group is active and its expiration date is in the future, students will be added to the group if they fulfill conditions specified in the filter.
- Targeted At – select a value from Contact, Lead, or Account. To create a marketing list that includes instances of inbound interest records, select the value Lead.
- Expiration Date – select an appropriate date and time.
After saving the record, you can add members to the list in the Members tab.
Notes:
- You can manually deactivate a marketing list record. It is also deactivated automatically after the date and time in the Expiration Date field lapses. Deactivation occurs based on the time zone that is set for the owner of the marketing list record.
- If you activate an inactive marketing list, you’ll need to specify a new expiration date and time.
