Target Lists

Target Lists

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Target Lists Module to track and manage mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign.

A target list can specify either individuals who need to be included in a campaign or excluded from a campaign. You can create one of the following types of target lists:

  • Default. A list of people who are campaign targets and receive the campaign email.
  • Seed. A list of people who need to receive the campaign email but must not be tracked as potential leads. Typically, these are individuals who must approve the campaign before it is launched.
  • Test. A list of people who receive the campaign email to test how different email clients display the campaign message before you send it out to the default list.
  • Suppression List. A list of people you want excluded from the campaign email recipient list. Typically, these are people who chose to opt out of receiving your campaign message. Suppression lists can be by ID, email address, or domain.

Note: Test and seed lists are ignored in email tracking statistics.

If you have multiple targets with the same email address, ProTracker will send the campaign email to only one of the targets, chosen at random. The other email addresses, considered to be duplicates, are suppressed even though they are not on the opt-out list.

For non-email campaigns, if you have purchased a license for the ProTracker Plug-in for Microsoft Word, you can create a form letter in Word for your targets and merge it with names and addresses of your targets in ProTracker to create a customized campaign letter for each target. For more information on the plug-in, see ProTracker Plug-in for Microsoft Word. For more information on performing a mail merge, see Performing a Mail Merge.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Target Lists records.

To…

Then…

Create a Target List record

  1. Access the Target List Create form using one of the following:
    • Click Sales & Marketing > Target Lists > Create Target List from the Navigation menu.
    • Click Create New on the Target Lists List View.
  2. Complete the Target Lists Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

You can now add the target to an existing target list. The Targets Detail View displays the Campaign Log sub-panel which lists all the campaigns that were sent to the target.

Display a list of Target List records

Click Sales & Marketing > Target Lists > View Target Lists.
The Target Lists List View displays.

Display the details for a Target List record

Click the name in the Target Lists List View.
The Target List Detail View displays.

Edit target list information

  1. Access the Target List Edit View by doing one of the following:
    • Click Edit in the Target List Detail View.
    • Click the edit icon (pencil) associated with the record in the Target Lists List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more records

  1. In the Target Lists List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Target List Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple Target List records

  1. In the Target Lists List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate target list information

Click Duplicate in the Target List Detail View. Duplication is a convenient way of creating a similar target list. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Target Lists List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Name*

Enter a name for the target list. This is a mandatory field.

Type*

Click the target list type such as Default or Seed from this dropdown. This is a mandatory field.

Description

Enter a brief description of the target list.

Other section

Assigned to

By default, the record is assigned to the creator of the target record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the target record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field; you must assign a Team.

Sub-panels/Related Information

Sub-panels include:

Clients Contacts Users
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