Although it is possible to create a target list from scratch we have simplified the process and created a template for you. Utilizing the template will allow you a start on your list with the ability to just make edits, simplifying the process. We recommend you copy the  List Template, do not edit it!

Copy the Target List

1. Open the Target List application (click on the text Target List in the top blue bar in the Marketing Resource Center)
2. On the left side of the screen open the TargetGroup “List Templates”
3. Right click on Automated Nurture Playbook Template
4. Left click on Copy List
5. You will get a pop up that says “Automated Nurture Playbook Template is Copied to your ClipBoard”, Click OK
6. Right click on the Target Group that you want to paste the list into. We recommend Pasting your list into the group “Automated Nurture Lists”  Left click on Paste List in the pop up.
7. A pop up message will appear that says “Do you really want to paste…” Click OK to complete the paste process
8. The list will be copied in the TargetGroup you selected. The list name will appear as “Copy of Automated Nurture Playbook Template”
9. Left Click on your new list in the blue bar, the list summary will appear on the right side of the screen in the Target Summary
10. Edit the List name, update the description and comments, finally click Save.

 

Edit the Target Definition

The next step is to update the target definition for your specific project. The list template includes all the default features that we think you may need. This process allows you to add specific groups of names to the list and have certain names excluded. Any of the defaults can be removed but we anticipate you will want to add criteria and leave the defaults in place.

The defaults that are included in the list template and can be seen in the list are summarized below:

• Country (United States and Mexico)
• Last Email Opened (meaning the contact opened an email sent them in the last year)
• Import Date (when was the lead added to the system)
• Unsubscribe (eliminate anyone that has opted out of these communications)
• Competitors are Removed
• Invalid emails are removed
• Internal Contacts are removed
• Media Contacts are removed
• Specific Countries are removed

The final step is to add names to your list as desired. The template is set up so that you should have to add criteria to add in the contacts you want to contact. You will want to edit the first option, Lead/Contact Value, List_Source. This line item was set up for the template and meant to be edited for your purposes. The Criteria Type Definitions are defined here. That site defines how to create a list, you will find useful information on your list creation. The Criteria Types are defined.

When you are done adding criteria to your list, click Save at the bottom of the screen. On the Target summary page you can calculate the list count as well as preview the list of names generated. You can keep modifying the list as necessary until you are getting to the appropriate name or counts and list of names you want to target.