Creating and Editing Marketing Lists

You must use the Windows Client to create Marketing lists.

Create a Marketing List

For more information about the fields you set when creating a marketing list, see the following in Options Available Across All Folder Classes:

• Folder Attributes – General Tab
• Folder Attributes – Data Change Management Tab
• Folder Attributes – Options Tab

If you will be creating several similar marketing lists, you may want to set up a folder template. For details, see Managing Folder Templates.

Do the following steps:

1. Log on to InterAction Windows Client.

2. Choose Folder > New. Then,

   To	Do This
   To create a list that uses sponsorship	Select Marketing List (with sponsorship)
   To create a list that does not store sponsorship information	Select Marketing List

   The Marketing List Template dialog box appears if you have defined templates for marketing lists of either type. For details, see Managing Folder Templates.

   If you want to use a template, select the template and choose OK. Otherwise, select <None> and choose OK.

   Since many marketing lists use similar additional fields, access rights, and other settings, templates can be very useful.

   For more information about sponsored and unsponsored marketing lists, see Sponsored and Unsponsored Marketing Lists. Also note that InterAction displays the folder types you have permission to use. For details, see “Permission to Create Folders” in Overview of Folder Types and Contact Type Groups.

3. In the New Marketing List dialog box, enter the Name and Description.

   The description for a marketing list appears in a few places in the Web Client:

   • On the Marketing List page when a user selects the list.
   • On the page for viewing all the marketing lists in which a particular contact has been included.
4. The Type is prepopulated based on the type of new marketing list you picked. This shows whether the list uses sponsorship.
5. If you want to use Data Change Management to control submissions to the new list, select the Data Change Management tab and configure the settings. For details, see Data Change Management for Marketing Lists.
6. Select the Options tab. The Options tab is the same for either type of marketing folder. See Options Available Across All Folder Classes.
7. Select any of the options on the Options tab as needed.
   • Choose whether the folder can contain people, companies, or both.
   • Select the check box if this folder normally contains a large number of contacts. If this option is selected, when you open this folder in the Windows Client, InterAction only displays a subset of the entire folder and you can use the letter bar to change which contacts are displayed. This option is useful for very large lists that are primarily managed by Windows Client users.
   • Select the check box if this folder supports flagging. If you want to change the meanings of any of the colors, select the flag in the list, choose Edit, and enter a new description.

   • If you want to automatically flag all new contacts added to the folder, select the color you want to use for all new contacts, choose Edit, and select the Flag new contacts check box.

     For more about the flagging settings, see About Flag Settings.

   • Select the check box if Contacts sourced in this folder are audited. If you select this option, InterAction tracks changes to global data for contacts stored in this folder as part of the audit trail. You can only view the audit trail in the Windows Client.

     You must be logged in as IAADMIN to view and select this checkbox.

8. Choose OK. InterAction opens the Edit Marketing List dialog box for the new marketing list. You can then add access rights and other settings.
   • When you create the new list, you are assigned as the folder owner and granted folder administration rights.
   • If you did not use a template, the new marketing list does not have any additional fields or access rights (other than for you).
   • For more information, see Edit a Marketing List.

New Marketing List - General Tab

New Marketing List - Data Change Management Tab

Edit Marketing List Dialog Box

Edit a Marketing List

Note that InterAction automatically opens the Edit Marketing List dialog box when you create a new marketing list. This is so that you can assign access rights, additional fields, and other settings to the list.

1. To edit a marketing list, select it and choose Folder > Edit Folder to display the Edit Marketing List dialog box.

2. In the list of views on the left, choose the item for the information to edit.

   Use This Section	To Edit the Following ...
   General	Name, Description, and Type. See “Folder Attributes – General Tab” in Options Available Across All Folder Classes.
   Security	Access rights for the list. For details, see Web Client Security for Marketing Lists.
   Data Change Management	Rules for using Data Change Management on the list. For details, see “Data Change Management for Marketing Lists” in Web Client Security for Marketing Lists.
   Profile	Values for folder profile fields. This only appears in systems upgraded from InterAction 4.x that previously used these fields.
   Additional Fields	Additional fields for the marketing list. For details, see Creating and Editing Additional Field Definitions.
   Classifications	Classifications for the marketing list. These do not appear in the Web Client and should not be used.
   Options	Edit the same options that are available on the Options tab from the new folder dialog box. For details about these settings, see Folder Attributes – Options Tab.

3. When you are finished editing the marketing list, choose either OK or Close (depending on which section you are viewing).