Contact List Management

1: Contact List Creation Process: 

• To create a contact list, navigate to the Campaign Manager component  
• Navigate to the List menu and click on Create List Sub menu 

 In creating a listing page – Please enter the below information 

• Last name – Please enter the list name 
• Role Type – Please select the Role type from the dropdown  

Conditions: 

1.       If the user selects Account as the Role type, then an email will be sent to the Account contact person 

2.       If the user selects Lead as the Role type, then the email will be sent to the Lead contact person  

3.       If the user selects Contact as the Role type, then it is direct relation the email that will be sent to the contact  

4.       If the user selects Customer as the Role type, then it is in direct relation to the email that will be sent to the Customer  

2: List Upload Process: 

After creating the List, import the file in the upload section. The file format should be CSV. Click the “Download” button to get a sample format for the CSV file. Use this sample format to prepare your list. Once you have prepared your CSV file, upload it using the “Upload” button. 
 
After uploading the CSV file, click on the “Process” button in the top right corner to start the list processing. This will ensure that your list is correctly mapped and imported into the list. 

The Store Procedure is scheduled every 5 minutes to run – Once the process is completed then counts will be affected on the screen [Total and success]