File: D:/HostingSpaces/LHouwen/dokuwiki.logic.nl/wwwroot/data/pages/crm/marketinglists.txt
====== Marketing Lists ======
Marketing lists provide a way for you to group your accounts, contacts and leads so that you can market to specific segments more effectively. Marketing lists contain “members”—lead, contact, or account records—that meet a specific criteria or are managed manually by users. They can be either **static** or **dynamic**. Here are some common reasons for creating marketing lists:
* To send out company newsletters
* To distribute promotional emails
* To send event information and updates
* To use in mail merges
===== Static vs. Dynamic =====
A **Dynamic** Marketing List is where membership to that list is defined by an advanced find associated with the marketing list. Whenever a new record is created or updated and meets the criteria of the marketing list query, it will automatically be added to the marketing list. //Newsletter subscribers// and //Supplier of Interest// categories are linked to **dynamic** Marketing Lists.
A **Static** Marketing List is where members are added using various methods except dynamically through an advanced find. Each member can be added manually or through a lookup. Examples of members of **static** Marketing Lists are participants of a seminar, workshop, exhibition etc.
===== Sending emails to members of a marketing list =====
You cannot use an advanced find for a dynamic marketing list, therefor the best way to send an email to members of any marketing list is to create a Quick Campaign.
**How to create a Quick Campaign**
In the marketing list summary you can add a Quick Campaign by clicking on + (= new)
**Step 1.**
- Give the QC a relevant name; with a relevancy to the email
Go to next step
**Step 2.**
- Choose “email” as Activity type
- Select owner; Owners of the records that are included
Go to next step
**Step 3.**
- Choose: Use template
- Use the template you made for this email campaign
- Choose "From": Think about the user you want to send this from, this should be personal
Go to next step
**Step 4.**
- **Watch out! Once you click “create” the email is send!!**
===== Press and Media Contacts =====
Use the ML //_Press Contacts//
- It is important that all press contacts have this //Job Classification//: **Press Editor**.
- The contact must be linked to an //Account//
- The //Account// must have the //Relationship Type//: **Press**.
- The //Account// must have the //Industry//: **_Media and Publishing**.
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