How Do I Create a List Using a Salesforce Campaign?

« Go Back

 
Information
If you have access to the Salesforce Campaigns module, then you can create a list using the members of a SF Campaign.
  1. Any active campaign in your account will be available to use as a list. If you don't see a campaign listed as available in VR, then you should edit that campaign from within the Salesforce campaigns tab and ensure the "active" check box has been selected.
  2. As with a lead and contact query, there are no restrictions on the number of campaign members you can add to a list, and any records marked as opt-out will be automatically suppressed from your list (ensuring you don't accidentally mail someone who has previously unsubscribed from your email).
  3. You cannot use multiple campaigns to create a single list (the list and the campaign have a one-to-one relationship). If you want to send the same email to the members of multiple SF Campaigns, then create a list for each campaign. You can then choose to send the email to multiple lists (any duplicates between those lists will be automatically suppressed at the time of mailing).
 

Can't find what you're looking for? Click here to Contact Customer Support

 
Home | Product