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.
Creating Target Lists
You can use one of the following methods to add targets to a target list:
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Import records from a file (.csv or .tsv). For information on importing targets, see Importing Data.
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Select records from the List View of Accounts, Contacts, Leads, and Targets.
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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:
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Test and seed lists are ignored in email tracking statistics.
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If you have multiple targets with the same email address, Sugar 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 Sugar 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 Sugar to create a customized campaign letter for each target. For more information on the plug-in, see Sugar Plug-in for Microsoft Word. For more information on performing a mail merge, see Performing a Mail Merge.
To create a target list
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Select Create Target Lists from the Actions bar on the Target Lists tab, or click the Create link in any Target Listspage. Alternatively, you can create or select an existing target list from a Campaign’s Detail View.
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Enter the following information in the Create (Target Lists) page:
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Name. Enter a name for the target list.
Type. Select the target list type such as Default or Seed from this drop-down list.
User. Enter the name of the individual you want to assign to the record or click Select to choose from the User List. By default, this record is assigned to you.
Description. Enter a brief description of the target list
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Click Save.
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You can now add records to the target list from the List View of Accounts, Contacts, Leads, and Targets.
