Marketing Lists

Form ID: (CR204000)

By using this form, you can create a new marketing list and add members to a new or existing list.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Convert to Static List	Converts a dynamic marketing list to a static marketing list. When you click this command or button, the Confirmation dialog box opens, asking whether you want to keep the members in the list after it is converted. You can click one of the following buttons: Keep: Keeps the members in the list, changes the type of the list to Static, and closes the dialog box. Delete: Removes the members from the list, changes the type of the list to Static, and closes the dialog box. Cancel: Closes the dialog box without making any changes to the list. The command and button are available if the type of the list is Dynamic.
Convert to Dynamic List	Converts a static marketing list to a dynamic marketing list. When you click this command or button, the Confirmation dialog box opens, asking whether you want to keep the members in the list after it is converted. You can click either of the following buttons: Delete: Removes the members from the list, changes the type of the list to Dynamic, and closes the dialog box. Cancel: Closes the dialog box without making any changes to the list. The command and button are available if the type of the list is Static.

Summary Area

This area contains the summary settings of the marketing list, such as its name, status, and owner. You can enter the settings of a new marketing list or select an existing list to view or edit its settings.


Element	Description
Marketing List ID	Required. The unique identifier of the marketing list, which you enter manually for a new marketing list. You can also view an existing list by selecting its identifier in this box.
List Name	Required. The name of the marketing list. The list name can be used to provide additional information about the marketing list beyond that conveyed by its ID.
List Type	The type of the marketing list. The list can be assigned either of the following types: Dynamic: The system updates the list of members by using the generic inquiry specified in the Generic Inquiry box. Static: You manually add and modify the set of members in the list. You do not select the list type in this box. Instead, the system assigns each new list the Static type and changes the type of the list when you click Convert to Dynamic List or Convert to Static List on the form toolbar or More menu and save your changes to the form.
Status	The status of the marketing list. You can select one of the following options: Active: The list is active, meaning that it appears on all forms that list marketing lists and their summary settings and that it can be selected on other forms. The status indicates whether the marketing list is shown on the Marketing Lists tab of the Leads (CR301000),Contacts (CR302000), and Business Accounts (CR303000) forms. Also, if Marketing Lists is selected as the source on the Summary tab of the Mass Emails (CR308000) form, the status indicates whether the marketing list is listed on the Marketing Lists tab of the form (and can be selected as a source). Inactive: The list is inactive, meaning that it does not appear on the Marketing Lists tab of the Leads, Contacts, and Business Accounts forms. The list also cannot be selected as a source on the Mass Emails form. (That is, if Marketing Lists is selected as the source on the Summary tab, the list will not be shown on the Marketing Lists tab of this form.)
Generic Inquiry	The generic inquiry to be used as the data source for generating the list of members in the marketing list. The inquiry includes leads, contacts, business accounts, or employees. The box appears on the form if the type of the list is Dynamic.
Shared Filter	The shared filter to be applied to the generic inquiry data to yield the list members. The system displays all the shared filters that are available for the selected generic inquiry. The box appears on the form if the type of the list is Dynamic.
Owner	The name of the person to whom the marketing list is assigned.
Workgroup	The workgroup to which the marketing list is assigned.

List Members Tab

This tab has a table that lists the marketing list members, which can be leads, contacts, business accounts, and employees. You can add members to or remove members from a static marketing list. A dynamic list is unavailable for editing. You can change the list of members for a dynamic list only by updating the generic inquiry the list is based on.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add Members	Contains a menu with commands that you can click to open dialog boxes in which you can add members to the current marketing list. When you click the button, the system opens the menu with the following commands: Add from Generic Inquiry: Opens the Add Members dialog box, in which you can select a generic inquiry, select any shared filter for the generic inquiry (including All Records), and add the records of the generic inquiry to the current marketing list Add from Marketing Lists: Opens the Add Members from Marketing Lists dialog box, in which you can select any number of marketing lists and add the members of these lists to the current marketing list Add from Campaigns: Opens the Add Members from Campaigns dialog box, in which you can select any number of marketing campaigns and add the members from the campaigns to the marketing list These commands are available if the type of the marketing list is Static.
Manage Subscription	Contains a menu with commands that you can click to change the subscription status of the selected members. When you click the button, a menu opens with the following commands: Subscribe All: Subscribes all the members that are currently displayed in the table when you click the button as follows: If you click the menu command without first searching for the records that meet the needed criteria or selecting a filter in the list of filters on the table toolbar, subscribes all the members If you have searched for the records that meet the needed criteria by using the Search box on the table toolbar (for example, email address and business account) and then clicked the menu command, subscribes all the members that meet these criteria If you have selected a filter in the list of filters on the table toolbar and then clicked the menu command, subscribes all the members that are included in the filter Unsubscribe All: Unsubscribes all the members that are currently displayed in the table when you click the button as follows: If you click the menu command without first searching for the records that meet the needed criteria or selecting a filter in the list of filters on the table toolbar, unsubscribes all the members If you have searched for the records that meet the needed criteria by using the Search box on the table toolbar (for example, email address and business account) and then clicked the menu command, unsubscribes all the members that meet these criteria If you have selected a filter in the list of filters on the table toolbar, and then clicked the menu command, unsubscribes all the members that are included in the filter
Copy All	Opens the Copy Members wizard, which you can use to copy the members of the current marketing list to a new list or to any existing static lists.
Clear All	Removes all the members that are currently displayed in the table from the marketing list as follows: If you click the menu command without first searching for the records that meet the needed criteria or selecting a filter in the list of filters on the table toolbar, removes all the members from the list If you have selected a filter in the list of filters on the table toolbar or searched for records that meet the needed criteria by using the Search box on the table toolbar, and click the button, removes the selected members from the list

Table 2. Table ColumnsFor each listed member, summary settings are displayed in the columns, which are described below.
Column	Description
Subscribed	A check box that indicates (if selected) that the membership in this list has been activated for the member (lead, contact, business account, or employee). A member that is subscribed to a marketing list receives emails that are created and sent on the Mass Emails (CR308000) form if Marketing Lists is selected in the Source box on the Summary tab and the list is selected on the Marketing List tab.
Type	The type of the list member, which can be one of the following: Contact, Lead, Business Account, or Employee.
Member Name	The display name of the member, which can be a combination of the first and last names (or just one of these if only one is specified). For a lead, if the first name and last name are empty, the name of the business account is inserted. For a business account, the account name is inserted. This is also a link that you can click to view the settings of the member on the data entry form.
Job Title	The job title of the member.
Business Account	The identifier of the business account with which the member is associated. This is also a link that you can click to view the settings of the business account on the Business Accounts (CR303000) form.
Account Name	The name of the company the member is associated with.
Email	The email address of the member.
Member Since	The date and time when the member was added to the list. This column is empty if the selected list is dynamic.

Add Members Dialog Box

By using this dialog box, you can select a generic inquiry, select any shared filter to be applied to the generic inquiry (including All Records), and add the records of the selected generic inquiry to the current static marketing list as members.

The dialog box opens when you click Add Members > Add from Generic Inquiry on the table toolbar of the List Members tab of the current form.


Element	Description
The dialog box has the following elements.
Generic Inquiry	The generic inquiry to be used as the data source from which the members will be added to the marketing list.
Shared Filter	The shared filter you want to apply to the generic inquiry results to yield the list members to be added. The system displays all the shared filters that are available for the generic inquiry form selected in the Generic Inquiry box.
The dialog box has the following buttons.
Add	Closes the dialog box and adds the members to the marketing list.
Cancel	Closes the dialog box and cancels the addition of the members to the marketing list.

Add Members from Marketing Lists Dialog Box

By using this dialog box, you can select any number of the existing marketing lists and add the members of these lists to the current static marketing list.

The dialog box opens when you click Add Members > Add from Marketing Lists on the table toolbar of the List Members tab of the current form.


Element	Description
The dialog box contains the following box.
Search box	An untitled box in which you can enter a search string to limits the search results to the values that match this string.
The dialog box has a table with the following columns.
Included	An unlabeled check box that you select to add the members of the marketing list in this row to the marketing list selected on the form.
Marketing List ID	The unique identifier of the marketing list.
List Name	The name of the marketing list.
Status	The status of the marketing list. The list can be assigned one of the following statuses: Active: The list is active, meaning that it appears on all forms that list marketing lists and their summary settings and that it can be selected on other forms. The status indicates whether the marketing list is shown on the Marketing Lists tab of the Leads (CR301000),Contacts (CR302000), and Business Accounts (CR303000) forms. Also, if Marketing Lists is selected as the source on the Summary tab of the Mass Emails (CR308000) form, the status indicates whether the marketing list is listed on the Marketing Lists tab of the form (and can be selected as a source). Inactive: The list is inactive, meaning that it does not appear on the Marketing Lists tab of the Leads, Contacts, and Business Accounts forms. The list also cannot be selected as a source on the Mass Emails form. (That is, if Marketing Lists is selected as the source on the Summary tab, the list will not be shown on the Marketing Lists tab of this form.)
The dialog box has the following buttons.
Add	Closes the dialog box and adds the members of the marketing lists selected in the table to the current marketing list.
Cancel	Closes the dialog box and cancels the addition of members to the current marketing list.

Add Members from Campaigns Dialog Box

By using this dialog box, you can select any number of the existing marketing campaigns and add the members of these campaigns to the current static marketing list.

The dialog box opens when you click Add Members > Add from Campaigns on the table toolbar of the List Members tab of the current form.


Element	Description
The dialog box contains the following box.
Search box	An untitled box in which you can enter a search string to limit the search results to the values that match this string.
The table in the dialog box has the following columns.
Selected	An unlabeled check box that you select to add the members of the marketing campaign in this row to the current marketing list.
Campaign ID	The unique identifier of the marketing campaign.
Campaign Name	The name of the marketing campaign.
Campaign Class	The campaign class of the marketing campaign.
Stage	The current stage of the marketing campaign. A campaign may have one of the following stages: Planning: A marketing person is preparing the marketing campaign. Execution: A marketing person has started sending emails to the campaign members and creating activities related to the campaign. Completed: The marketing campaign is over, and analysis of the results of the marketing campaign is planned or in progress. Canceled: A marketing person has canceled the marketing campaign before its completion.
The dialog box has the following buttons.
Add	Closes the dialog box and adds the members of the selected marketing campaigns to the current marketing list.
Cancel	Closes the dialog box and cancels the addition of members to the current marketing list.

Copy Members Wizard

The Copy Members wizard opens if you click Copy All on the table toolbar of the List Members tab for a dynamic or static marketing list.

By using the wizard, you can do any of the following:

Create a new static marketing list and add all the members of the current list to the new list
Add the members of the current marketing list to any number of the static lists you select

Table 3. Copy Members PageOn this page of the wizard, you can choose if the members of the current marketing list will be added to a new list, which will be created, or to existing static lists, which you will select.
Element	Description
This page has the following option buttons.
Add All Members to a New Static List	An option button that you select to create a new static marketing list and add the members of the current list to the newly created list. When you click Next, the Add Members to a New Marketing List page opens.
Add All Members to Existing Static Lists	An option button that you select to select any number of existing static marketing lists and add the members of the current list to the selected list or lists. When you click Next, the Add Members to Marketing Lists page opens.
To proceed, you click one of the following buttons.
Next	Goes to the next page of the wizard, which depends on the option button you have selected.
Cancel	Closes the wizard and cancels the copying of the members.

Table 4. Add Members to a New Marketing List PageOn this page of the wizard, you can create a new static marketing list. All the members of the current marketing list (whether it is dynamic or static) will be copied to the new static list.
Element	Description
Main Tab On this tab of the page, you specify the primary settings of the new marketing list.
Marketing List ID	Required. The unique identifier of the marketing list, which you enter manually.
List Name	Required. The name of the marketing list. The list name can be used to provide additional information about the marketing list beyond that conveyed by its ID.
Owner	The name of the person to whom the marketing list is assigned.
User-Defined Fields Tab If any user-defined fields are defined as required on the current form, the system displays these fields on this tab. In the Value column of each row, you need to specify the value of the field.
Name	The name of the user-defined field. To be listed in this table, the user-defined field must be listed and defined as required on the current form.
Value	Required. The value of the user-defined field to be inserted for the new contact. If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column.
To proceed, you click one of the following buttons.
Create and Review	Creates a new marketing list, saves the list, closes the wizard, and opens the new marketing list on the current form. You can review and change the settings of the new list.
Create	Creates a new marketing list, saves the list, and closes the wizard.
Cancel	Closes the wizard and cancels the creation of the new marketing list.

Table 5. Add Members to Marketing Lists PageOn this page of the wizard, you can select any number of existing static lists and copy all the members of the current marketing list to the selected list or lists.
Element	Description
The table on this page has the following columns.
Included	An unlabeled check box that you select to add the members of the marketing list selected on the form to the marketing list in this row.
Marketing List ID	The unique identifier of the marketing list.
List Name	The name of the marketing list.
Status	The status of the marketing list. The list can be assigned one of the following statuses: Active: The list is active, meaning that it appears on all forms that list marketing lists and their summary settings and that it can be selected on other forms. The status indicates whether the marketing list is shown on the Marketing Lists tab of the Leads (CR301000),Contacts (CR302000), and Business Accounts (CR303000) forms. Also, if Marketing Lists is selected as the source on the Summary tab of the Mass Emails (CR308000) form, the status indicates whether the marketing list is listed on the Marketing Lists tab of the form (and can be selected as a source). Inactive: The list is inactive, meaning that it does not appear on the Marketing Lists tab of the Leads, Contacts, and Business Accounts forms. The list also cannot be selected as a source on the Mass Emails form. (That is, if Marketing Lists is selected as the source on the Summary tab, the list will not be shown on the Marketing Lists tab of this form.)
To proceed, you click one of the following buttons.
Copy	Copies the members of the current list to the selected existing marketing list or lists and closes the wizard.
Cancel	Closes the wizard and does not copy the members of the current list.

Used in Campaigns Tab

This tab lists all the marketing campaigns that have used current marketing list.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 6. Table Columns
Column	Description
Campaign ID	The unique identifier of the marketing campaign. The identifier is also a link that you can click to view the marketing campaign on the Marketing Campaigns (CR202000) form. The system opens the campaign in a pop-up window.
Campaign Name	The name of the campaign.
Start Date	The start date of the campaign.
End Date	The end date of the campaign.
Promo Code	The promotion code used in the campaign.
Owner	The name of the person to whom the campaign is assigned.
Last Updated On	The date and time when the set of members of the current list was updated in the campaign.

HubSpot Tab

On this tab, you can monitor real-time synchronization with HubSpot. If a particular record in the table has not been synchronized with HubSpot, you can initiate the synchronization process by clicking Sync with HubSpot on the table toolbar.

This tab is available only if the HubSpot Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 7. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Sync With HubSpot	Synchronizes the data with HubSpot. During this synchronization, the system checks whether there are any data changes in either HubSpot or MYOB Acumatica. Then the system either pulls the data from HubSpot or pushes the data to HubSpot from MYOB Acumatica, so that the latest version is used for both entities. If there are data changes in both HubSpot and MYOB Acumatica, then the system checks what is set as the master source for the entity type in the Master Source column on the HubSpot Sync (HS205020) form and applies the changes from the master source. This button is available if the HubSpot Sync data provider is marked active on the Data Providers (SM206015) form and only for entity types listed on the HubSpot Sync form.
Push to HubSpot	Pushes the data from MYOB Acumatica to HubSpot for the selected record (that is, the record you clicked in the table before clicking this button). While pushing the data, the system replaces the current version of the item in HubSpot with the selected item from MYOB Acumatica.
Pull from HubSpot	Pulls the data from HubSpot to MYOB Acumatica for the selected record. While pulling the data, the system replaces the current version of the item in MYOB Acumatica with the selected item from HubSpot.

Table 8. Table Columns
Column	Description
Record ID	The ID of the synchronization state record.
Data Provider	The data provider used for data synchronization with the external system. Data providers are specified on the Data Providers (SM206015) form,
Ext. Ref.	The external reference number of the corresponding synchronized record in HubSpot. Tip: This column contains a link to the synchronized HubSpot record. If you click the link, the system opens the HubSpot record in a new browser tab.
Ext. Modified	The date and time of the latest modification of the record in HubSpot.
Status	The synchronization status of the record. This box contains one of the following options: Synchronized: The record was created or deleted in one of the systems and then the data was synchronized with the other system. Pending Sync: The record is pending synchronization. Skipped: The synchronization of the record was skipped.
Last Modified In	The date and time of the latest modification.
Last Operation	The operation that modified the data of this record, which is one of the following options: Update, Insert, and Delete.
Error	The error message displayed for the record if synchronization has failed.
Raw Error	The unprocessed error message as it was received by the system.
Last Sync Attempt	The date and time of the most recent synchronization attempt.
Attempts Made	The number of synchronization attempts the system performed.
Import Scenario	The import scenario used for importing this entity's data from the external system.
Export Scenario	The export scenario used for exporting this entity's data to the external system.