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Act-On Software

Defining a New List

 

You can create a new Marketing list in Act-On in a variety of ways. One way is to create a new empty list within Act-On, and use the standard fields in your Act-On account.

Rather than creating an Excel/CSV file with simple fields and then uploading that file, you can simply create the list fields within the Act-On platform.

  1. Click Contacts, and then click Marketing Lists.
  2. Click New List.
  3. Enter a name for the new list, and select the destination folder for where you would like it to be stored.
  4. In the drop-down for Set Up New List Contents, select Define the column names for a new empty list.
  5. Start by selecting the fields that you would like to include in this list. Notice that First Name, Last Name and Email Address should already be selected for you. 
  6. Click Continue once you've selected all desired column names.
  7. Define list fields by determining the corresponding system usage field names. You also have the ability to add standard fields and/or add blank fields.
  8. Click Create.
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