Marketing Lists Overview

The Marketing List and Communication module focuses much of its functionality on marketing list creation as a way of creating market segments so that marketing managers can identify groups of similar characteristics based on a wide variety of factors as well as upload marketing lists gathered from a third-party source.

Each marketing list you create is assigned a user-defined list code. Each list code should serve as a separate market segment made up of people or organizations with one or more characteristics in common that cause them to demand similar products and/or services. The characteristics can range from anything as simple as a demographic factor to the more specific purchase of a conference or any combination of the two.

The emphasis on dynamic marketing list creation helps you to later prioritize the very specific groups based on the effectiveness a marketing activity (or market code) had on them, and analyze the groups characteristics to understand their behavior, eventually helping you to respond with a more focused marketing strategy.

True market segments don't always fit into convenient demographic boundaries, so the application provides you with a variety of ways in which you can create your market lists, from importing a list you acquire from a third-party to generating a list based on a Data Analyzer query.

The Marketing module allows you to accomplish the following tasks related to marketing lists:

• Define how any uploaded information should map to ThreeSixty tables (only required for list creation based on a file import)
• Create a new Marketing List
  • Create a Customer Import List
  • Create a List from a Data Analyzer Query
  • Create a List from an External File
  • Create a Merged List
  • Create a List based on Customer Interest Areas
  • Viewing List Counts and Analysis
• Purge a list