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Siebel Marketing Guide > List Management > Creating and Managing Internal Lists >

Creating Internal Lists

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The contacts or prospects you target for each campaign will vary depending on the campaign objective. For example, you might want to select all the contacts who have a certain job title or live in a specific ZIP or Postal code. In another campaign, you might want to combine sets of contacts or prospects that were selected by several different criteria into a single list.

You create an internal list of contacts or prospects in the List Management screen using the Contacts or Prospects view. You can also use these views to add contacts or prospects to existing lists.

NOTE:  To create an internal list, your employee login must have a responsibility associated with it that includes the List Management views.

You can reuse lists in any number of campaigns or marketing programs.

To create an internal list of contacts or prospects

From the application-level menu, choose View > Site Map > List Management > Contacts or Prospects.
In the Contacts or Prospects list, select the individuals that you would like to include or perform a query to find this information.
After you receive the results of your query, you can select any number of the records for inclusion in the list.
With the desired records highlighted, click New Internal List.

This will save a new list and default the list name to your login ID plus the date time stamp (for example, JSMITH 31/12/2001 5:00 pm).

To see the new list, from the Show drop-down list, select Lists.

NOTE:  The list type is defaulted to Internal. You can rename the list to give it a more appropriate reference name at any time.

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