The Salesforce lists for Campaigns can be pulled from your Contacts or Leads. The list views are retrieved from your Salesforce account.
To view your current lists:
1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Use the View drop-down menu to select a list.
4. Click “Go” to see the contact list and fields for the selected view.
To create a new list view in Salesforce Classic:
1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Click “Create New View.”
From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list. Please note, any of the fields you include in your Contact/Lead list, will come over as column headers in the Recipients Table in Campaigns so that you are able to pair them with merge fields and personalize your Campaigns emails.
- Step 1: Name your list view
- Step 2: Add filters. You can filter by all Contacts/Leads or just Contacts/Leads assigned to yourself. Add filter logic (For example: if you're reaching out to Leads in a certain industry, filter by that field)
- Step 3: Select fields to display. This will add the fields that will show in your list view in Campaigns.
- Step 4: Click Save
Once saved, you can use the list to add your recipients to a Campaign.
To create a new list view in Salesforce Lightning:
Once saved, you can use the list to add your recipients to a Campaign.