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There are 2 ways to merge lists.

1A-       Directly in list management (for standard lists only, not applicable on filtered lists)

2B-       With an automated campaign on an empty list (to include filtered lists).

 

1A- Directly in list management (for standard lists only, not applicable on filtered lists) :

1- In the menu Lead management, choose Leads/Customers

2- Then List management

3- Click on Merge lists

 

4- Select the lists you want to merge. In this case, Employees and QA_IMPORT

5- Click on Merge

6- Name the new merged list and click OK

7- Your new list is created.

 

2 

B-With an automated campaign on an empty list (to include filtered lists).

1- In the menu Lead management, choose Leads/Customers

2- Then List management

Choose 3- Click Add

4- Select "Create an empty list" option

5- Name the new list and save

6- New empty list is now created

 

7- Next, go in the Campaign Planning menu and Configure automation campaign sub-menu.

8- Click Add

9- Name the campaign and select a category (in this case, Other), click on Next

10- Select the option on which the campaign will be executed. In our example, Lists

11- Select the lists to merge and click Next

12- Go to the Automation tab

13- Select within "Activities" the Add to list option

Choisissez la liste vide que vous venez de créer

14- Select the Empty list you just created.

15- Click OK

16- Come back to the Details tab and click on Activate.

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