Overview:
This article provides the steps on how to add marketing list to a campaign record in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Campaigns.
By default, you will land on My Campaigns view.
If you need to switch views, simply click the drop-down menu and choose from other listed views.
Locate the campaign by using using either the Filter by keyword bar or you may also use the filter by on each category.
Click the campaign name (hyperlink) to open its details.
Click the Related tab.
Scroll down to Related - Marketing then select Target Marketing Lists from the options.
The Marketing List Associated View will be displayed.
Click Add Existing Marketing List to associate an existing list with the campaign.
Search for the existing Marketing List record.
If you don’t have an existing list, click New to create one.
Select Marketing Lists.
Enter the required information under the Summary tab:
Name
List Type (choose either Static or Dynamic)
Targeted At (select Account, Contact, or Lead)
Click Save.
Go to the Members tab.
Click Add to manually include records in the list.
Search for the desired records.
Select the records and click Add.
Once done, click Save & Close to finalize the marketing list.
Once the marketing list has been selected, click Add.
In the pop-up, choose where to apply the list:
To the campaign and all undistributed campaign activities
To the campaign only
Click Add to confirm.
The selected marketing list will now appear in the Marketing List Associated View.