Web Client users can use marketing lists. You can select in the left-hand menu either Marketing Lists or Marketing Lists (with sponsorship).
The selected page provides access to most marketing list-related tasks.
Marketing Lists (with sponsorship) Page
Web Client users with appropriate access rights can do the following:
- View the list of all the contacts on the list.
- View the list of contacts in the user’s list who are or are not on the list.
It can be useful to send a link to one of the marketing list pages to professionals in your organization For example, your Marketing department could send out a link reminding users to add their contacts to the Holiday Card list by a certain date. For details, see Web Client Page URLs, including “Sending Links By E-mail to Help Professionals Make the Most of InterAction”.
- View the list of all marketing lists a particular contact is on and not on
- Add and remove contacts on the list. For lists that use sponsorship, InterAction automatically sets the sponsor when a user adds a contact to the list.
- Edit the values for list-specific additional fields and notes.
- Add and edit activities regarding the list (list-specific activities).
- Add and edit phones and addresses specific to the marketing list (folder-specific phones and addresses).
- Set list-specific mailing addresses for contacts in the list.
Changing the properties for a marketing list, such as the access rights, name, or field definitions, must be done using the Windows Client.