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Creating Lists of Prospects Using Additional Attributes

You can create lists of prospects by querying the additional attribute data for prospects. For example, you may create an additional attribute for hobby and then record these values for many of your prospects. For a campaign, you may want to create a list of prospects with certain hobbies, such as sailing or painting.

You can create a list of prospects by using the Prospects by Category list. In this list, the New Internal List and Add to List functions are also available. Query the list of prospects using the appropriate attribute and attribute value. Then, select the desired records and either create a new list or add to an existing list.

Due to the many-to-many relationship between prospects and attributes, you cannot have multiple combinations of attributes and values in a single query. To create of a list that combines queries, for example Hobby = Skiing AND Preferred Language = Spanish, perform separate queries, and use the Add to List function to combine the results.

To create an internal list of prospects using attributes

1. Navigate to the List Management screen > Prospects by Category view.
2. In the Prospects by Category list, select one or more prospects to include in your internal list.
3. With the desired records selected, click Add to List.
4. In the Pick List dialog box, click Create New List.
5. In the second Pick List dialog box, enter a name for the list, and click Save.
6. In the Pick List dialog box, select the list you created, and click OK.
7. To display the new list, in the List Management link bar, click Lists.

To add to an internal list using prospect attributes

1. Navigate to the List Management screen > Prospects by Category view.
2. In the Prospects by Category list, select the prospects that you would like to include in your internal list, or perform a query if necessary.

   After you receive the results of your query, you can select any number of the records for inclusion in the list.

3. With your desired records selected, click Add to List.
4. In the Pick List dialog box, select the appropriate list, and click OK.
5. To display the new list, in the List Management link bar, click Lists.
6. Select the appropriate list, and click the list name.
7. Click the List Contacts and Prospects view tab to verify that your selected contacts or prospects have been added.