There are many ways to create a new marketing list in Act-On, and the most common methods involve importing a list from a file or connected CRM. However, you can also create new, empty lists in Act-On, and define the columns that will be used from your account.
Instructions
- Navigate to Contacts > Marketing Lists
- Click New List
- Enter a name for the new list
- Select a folder that will contain the new list
- Under Set Up New List Contents, select Define the column names for a new empty list
- The Standard Fields from your account will appear – check the boxes for any fields you'd like to add
- First Name, Last Name, and Email Address come preselected by default
- Click Continue once you've selected all the desired column names
- Map the fields you've chosen to the corresponding system usage field names
- To add any other fields besides your Standard Field Names, click Add Blank Field
- Click Create
