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Associating a List to a Campaign

Purpose: Automate list building for outbound SMS campaigns by associating a collector with a specific list.

Steps:

  1. Create a List:
    1. Navigate to the Lists section in the subgroup where your collector is located.
    2. Click + Create List.
    3. Enter a descriptive name for the list (e.g., Website Leads, Direct Mail Responses, Marketing Event, Trade Show).
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  1. Upload a List
    • Select Upload new list

Associate the List with the Collector:

  1. Go back to the collector campaign.
  2. Click Add List in Collector Settings.
  3. Select the list you created from the dropdown menu.
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Benefits:

  • Streamlined List Building: Automatically add leads to the chosen list as they complete the collector campaign.
  • Segmented Audiences: Create targeted outbound SMS campaigns based on specific list criteria.
  • Personalized Communication: Tailor messages to the interests and behaviors of different segments.

Additional Notes:

  • Multiple lists can be associated with a single collector, allowing for flexible segmentation.
  • Outbound SMS campaigns can be sent to specific lists, ensuring relevant and targeted communication.
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