Define a New List from Scratch

  • Updated

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

  1. Navigate to Lists Marketing Lists.
  2. Click New List.
  3. Enter a name for the new list.
  4. Select a folder that will contain the new list.
  5. Under Set Up New List Contents, select Define the column names for a new empty list.
  6. 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.
  7. Click Continue once you've selected all the desired column names.
  8. Map the fields you've chosen to the corresponding system usage field names.
  9. To add any other fields besides your Standard Field Names, click Add Blank Field.
  10. Click Create.

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