You can create a new, empty Marketing List in Act-On, and define the columns that are used from your account. This method is in addition to the most common methods of creating Marketing Lists; importing from a file or connected CRM.
All Contacts is now the central place to manage & organize your contacts and segments in Act-On. This article is only for (legacy) Marketing Lists users.
Instructions
- Navigate to Lists > 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.