Marketing lists collect the recipients who should receive mailings, invitees and attendees for events, and other lists useful to the marketing or business development group. For example, most organizations maintain a list for the annual holiday card. The list contains all the individuals who should receive the mailing, along with sponsorship information used to determine which professionals need to sign the cards.
For details about the default marketing lists, see Out-of-the-Box Marketing Lists and Event Folder Templates.
There are two overall types of marketing lists:
- A Marketing List (with sponsorship) collects one or more sponsors for each contact added to the list. A sponsor is the professional user who wanted the contact included on the list or the person on whose behalf marketing sends the mailings. Sponsorship is frequently used to determine which users need to sign mailings being sent to the recipients on the list.
- A Marketing List (without sponsorship) is frequently used for events and other lists that don’t require sponsorship. A marketing list without sponsorship stores the contacts on the list, but without the additional sponsor information.
You designate the type of marketing list by setting the folder’s type. InterAction includes one marketing list folder type for sponsored lists and one for unsponsored lists. You can create additional folder types for unsponsored lists if necessary. For details, see Sponsored and Unsponsored Marketing Lists.
Marketing lists are available in both the Windows Client and in the Web Client, although you must use the Windows Client to create marketing lists. Users in the Web Client can use the Marketing Lists page to see marketing lists they have access to read. Provided they have adequate access rights, they can also add contacts to the lists, edit list-specific additional fields, and add activities regarding the list. For details, see Using Marketing Lists in the Web Client.
You can change the term used for marketing lists throughout InterAction. For details, see Change Terms Used for Contact Types, Working Lists, Marketing Lists. You can also change the terms used for sponsorship – see Changing the Terms for Sponsorship
You can use the Windows Client to “push” a marketing list out to the “Frequently Used Marketing Lists” for end users. For details, see Adding Folders to Users' Frequently Used Lists.
See the following sections for more about marketing lists.
- Creating and Editing Marketing Lists
- Sponsored and Unsponsored Marketing Lists
- Using Marketing Lists in the Web Client
- Web Client Security for Marketing Lists
Note that details about managing mailings and events are in the InterAction for Data Stewards and Marketing Users guide.