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The list manager within the campaign ensures that the posts made within the scope of each campaign are tracked person by person on the names of the target audience. It allows undelivered posts to be corrected and re-done. It is possible to print automatic tags from the list manager. The list manager also allows narrowing or expanding the audience list manually. It deletes duplicate records by checking e-mail address, name and other parameters. It allows keeping private notes about each person

Path: CRM > Sales and Marketing > Marketing > Campaign > List Manager

List Manager works in collaboration with the campaign-target audience. First, the campaign and then the target audience are created. Target audience management; It enables the creation of specific target audiences for campaigns by defining different criteria such as gender, age, marital status, sector, number of company employees, member category, education, profession, membership start and end date among registered corporate and individual accounts.

The automatically created target audience list among all members registered in the system in line with the given criteria is displayed along with the member's name, role, address and business information. Lists defined in target audience management are selected in campaigns and used through the list manager. The target audience list can be printed as a label.

No: The ID value of the Corporate Account employee appearing in the list is displayed.
Type: Indicates whether it is a Corporate or Individual Account.
Name Surname: The Corporate Account also brings the selected employee information.
Name Surname comes with a link. If there is a mistake, when clicked, the employee sends it to the detail and edits are made. (The list manager is affected dynamically. There is no need to update the List Manager again)
Title: Returns the title information defined in the Corporate Account employee.
Corporate: Returns the full title information of the Corporate Account to which the selected employee is affiliated.
The full name of the corporate account comes with a link. If it is missing or incorrect, it directs you to the details of the corporate account when clicked, allowing instant editing. (The list manager is affected dynamically.)
e-mail: Returns the e-mail information defined in the Corporate Account employee.
email field comes with a link. When clicked, it directs you directly to the correspondence screen, allowing employee-based correspondence. These correspondences can be sent as e-mail.
Kod Mobile:Returns the mobile phone information defined in the Corporate Account employee.
Phone1-2:Returns the phone information defined in the Corporate Account employee.

The following, with the icons at the end of the lines, respectively

I Want to Receive Email: If the "I do not want to receive miles" checkbox is not checked in the employee details, a tick is placed here. Those who want/do not want to receive mail can be viewed in the list.
Add Interaction: Allows an interaction record to be opened on the system for the relevant person.
Send Detail: It is monitored whether the campaign has been sent or not, or if there is a survey related to the campaign. If a campaign has not been sent or a survey has not been conducted, it can be triggered on a person-by-person basis.

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About Workcube Objects

List Manager

The list manager within the campaign ensures that the posts made within the scope of each campaign are tracked person by person on the names of the target audience.

Type: Child WO Version: Catalyst v4 Licence: Standard Author: Workcube Core

Release Notes

The ability to add correspondence has arrived in the Campaign List Manager

The feature of sending correspondence and e-mail to people in the target audience in the list has been added.

Feature Lean.23 11.09.2023 tasks/142677_cemozay_beta → beta

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