Associating Lists with a Program

A focused, segmented list for a program is important to yield the best prospects. List association is optional for a program. However, if outbound messaging is intended, a list must be associated with the program. The list association with a program is the same for all types of lists; multiple lists can be added at one time. Programs can have multiple lists associated, which include the following:

• Production List. The production list includes contacts targeted to receive the outbound email when the program is launched.

• Seed List. The seed list includes contacts internal to the company who receive the outbound email at the same time prospects receive the email. Seed lists are optional and used to notify team members, management, or the Sales Department that the program has been sent to target prospects.

• Test List. The test list includes the campaign owner and other internal marketing contacts who are designated to review and test the program for accuracy before launch. You must always test every program thoroughly to make sure all processes and components are in place and working perfectly.

• External List. An external list can be a rented list purchased from an outside vendor, or it can be a list provided by a business partner for use with a particular program. Oracle CRM On Demand Marketing tracks only the list record count for each external list to report on response percentages and other metrics.

• Exclusion List. The list of contacts to be excluded from a program, for example, opt outs from previous email campaigns, known invalid email addresses, and so on. An exclusion list might also contain contacts targeted by another outbound program, which is planned for execution during the same period, preventing those contacts from receiving two outbound messages within a short time period. Multiple exclusion lists can be associated with a program. At run time, Oracle CRM On Demand Marketing evaluates the production list and then excludes from it the contacts that match the exclusion list criteria.

Programs that belong to static campaigns can use all lists. However, if you are designing an adaptive campaign or a workflow campaign, you must associate the lists with the campaign, and not with the campaign's programs. For more information, see Associating Lists with Adaptive Campaigns andAssociating Lists with Workflow Campaigns.

Working with Lists

There can be many pages of active lists to choose from. Global exclusion lists are added by default to the program when a production list is associated with the program. Exclusion lists are applied only to the production list: exclusion lists are not applied to test lists and seed lists. Nonglobal exclusion lists must be associated in the same manner as production lists, test lists, and seed lists.

To find a specific list

• Do one of the following:

  • Search by the list name, using keywords

  • Select the list type from the list that you want to filter to a certain type of list.

    If you do not see a list displayed, you can create a list at this point. A list must be accepted to be eligible for association with a program.

    You can sort lists by clicking the Column Name, once for ascending alphabetical order, twice for descending order.

To associate a list with a program from the Program Details screen

1. Navigate to the Lists section of the Program Details screen.

2. Click Add.

   The List Association screen appears.

3. Search for a list to add.

4. Place the pointer on the list name.

   A button appears labeled: Set as [List Type] List, for example, Set as Production List.

5. Click the button to select the list.

6. To add other lists to this program, repeat Step 2 through Step 5.

   The selected lists appear in the right-hand section.

7. When list association is complete, click Save.

   The Program Details screen appears.

To delete a list

1. Click the Delete button to the right of the List section.

2. Confirm your request to delete the list from your program configuration.

To create a list

• Click Create New List.

To remove a selected list

1. Place the pointer on the list name in the Selected for this Program section.

   A Remove button appears.

2. Click Remove.

To refresh a list count

• Click Refresh.

  The estimated count reflects the number of contacts to whom the outbound email was sent when the exclusion lists were applied.

To display or export a list from the Program Details screen

• Click the List name link.

  The List Details screen appears with the View and Export options.

Editing List Conditions

You cannot edit list conditions from the Program Details screen. Instead, use the following procedure.

To edit list conditions

1. Make a note of the list name.

2. Click the Contacts tab.

3. Select the Target Lists function.

4. Find the list that you want to edit, and click the linked list name.

   The list has a status of Accepted, so the Edit button is disabled, and you are unable to edit the List Header information.

5. From the List Details screen, click the Edit icon (pencil) next to the Filter List Condition.