Marketing Lists: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for managing marketing lists, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you start working with marketing lists, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.


Form	Criteria to Check
Enable/Disable Features (CS100000)	The following features have been enabled: Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as handling of sales opportunities, contacts, marketing lists, and campaigns Scheduled Processing in the Monitoring & Automation group of features: Gives you the ability to create schedules for the automatic processing of documents
Customer Management Preferences (CR101000)	All the necessary settings have been specified and saved to the system.
Leads (CR301000)	All the leads you want to add to a marketing list have been created.
Contacts (CR302000)	All the contacts you want to add to a marketing list have been created.
System Email Accounts (SM204002)	A system email account has been created.
Email Preferences (SM204001)	The system email account has been specified as the default system account.
Automation Schedules (SM205020)	A schedule for regular runs of the Send and Receive Email process has been created.

Validation of Configuration

To make sure that all settings are configured correctly, we recommend that you practice working with marketing lists by performing instructions similar to those described in the following topics: