Use one or more source lists to identify a targeted group for your message. Basic campaigns typically use one or more of the following types of source lists:
■ Lists from previous campaigns – Stagnant lists for repeat audiences. You could use lists of all contacts who were solicited in a previous campaign or only those who responded.
■ Queries – Dynamic lists that can change with criteria that you specify. You can choose from queries that are set up in your system or you can create new ones.
■ External lists – Purchased prospect lists from other businesses or organizations.
Complex campaigns often use Segmentation to compile lists of contacts. See About Segmentation.
To create a source list
Before you begin
□ Make sure all applicable queries are defined.
□ Create all applicable segmentation jobs and definitions.
□ Create multiple source lists for use with single source codes.
1. Open the campaign.
2. Select a source code.
3. Click the Source Lists tab. (If the source code uses an external list, the Source Lists tab is not available.)
4. Under Add Source List, choose the Select Type:
□ Segment Definition – Select a segmentation job.
□ Solicitation Response – Select a campaign.
□ Query – Select a stored query.
5. Click Save.
Note: Throughout Marketing, NetContact is a required business object. Make sure that you include NetContact when you create source lists using queries.