Creating a Target List

To create a target list, first make sure the "Targets" application is activated in your account. Go to the app store, and under "Marketing," add the "Targets" application. You'll now find the "Targets" application under the Marketing dropdown in your top menu.

1. To create your target list, go into the "Targets" application, and click "Create"
2. Here you can create a static target list or a dynamic list. Static lists would be adding the contacts that you want to your list, where you can just continually add them, but there is nothing to automatically place or delete contacts in the list. Through Dynamic lists, you can select attributes you wish to use to create you list (such as active or inactive, sales stage, city, state, etc.)

STATIC LIST:

1. Click "Create" and then select "Static"
2. Walk through the process of naming your list, assigning it, and add a description if you like. Click "Create."
3. Now to add your contacts:
4. First, decide where you want to pull your list from (customer, lead, or contact).
5. We'll choose "Contact" for this demo purpose, but they'll all work the same way.
6. Next, we're going to add the contacts you want to the list. First, click the "Add" button, and then start checking the contacts you wish to put in your list. 
7. Click "Add" and you list is ready to use.

DYNAMIC LIST:

1. Click "Create" and then select "Dynamic"
2. Walk through the process of naming your list, assigning it, and add a description if you like. Click "Create."
3. Now to add your contacts:
4. First, decide where you want to pull your list from (customer, lead, or contact).
5. We'll choose "Contact" for this demo purpose, but they'll all work the same way.
6. Next, we're going to add the contacts you want to the list. First, click the "Add" button.
7. Next you'll create your criteria for this list. Click "Create Here" as shown below:
8. From here you'll add the attributes you want for your list. For this example we used "Category" as our attribute (note, dependent no what you choose to pull your list from (customer, lead, contact), you'll have different types of attributes you can choose from).
9. Choose the attribute that you want, then, in the next field, choose either "=" (which means include all records that have this attribute) or "<>" (meaning do not include records with this attribute). In the next field, choose the attribute you want to include or not include. In this example you can see we used " = Consultant "
10. If you wish to add multiple conditions, just click the "Add Condition" button and add as many as you need for your targeted list.
11. Once you've set all of your conditions, scroll to the bottom and click "Create."
12. Now your list is ready to use.