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Salesforce Marketing Cloud Part 2: Building a List

This is the 2nd blog in the series.  We are going to cover how to create a list in the Salesforce Marketing Cloud and how to import subscribers to the List.  Lists can be used for sending an email from the Marketing Cloud.

Building a List in the Marketing Cloud

  1. From the “Email” Area
  2. Select “Subscribers”
  3. Select “Lists”
    Marketing Cloud Building a List - 1
  4. Select “Create”
    Marketing Cloud Building a List - 2
  5. Enter a list “Name”
  6. Check the “Public List” check box if you want to make the list available to others
  7. Enter a “Description”
  8. Select “Next” to follow the subscriber creation wizard
  9. Enter email address in “Subscriber Key”
  10. Enter “Email Address”
  11. Enter “Full Name”, “First Name” and “Last Name”
  12. Check their preferences with a double click in the box next to each attribute
    1. Select “Next”
      Marketing Cloud Building a List - 3
    2. Select the list you want to add the subscriber to
    3. Select “Finish”
      Marketing Cloud Building a List - 4
    4. Add another user or select “Finish” to complete the process
      Marketing Cloud Building a List - 5

Importing emails to a Marketing Cloud list

  1. From the “Email” Area
  2. Select “Subscribers”
  3. Select “Lists”
  4. Select and open your list
  5. Select “Import”
    1. The wizard dialog opens and walks you through the process
      Marketing Cloud Building a List - 6
  6. Select “Next”
  7. Complete the “Opt-in Certification” checkbox
  8. Select “Next”
    Marketing Cloud Building a List - 7
  9. Browse to your file on your computer desktop or hard drive (c:\)a.  Your file should have the below columns headers that contain data.  .csv format is recommended.
    Marketing Cloud Building a List - 8
  10. Select the “Data Format”
  11. Select “Update Options”
  12. Select “Next” when all items are completed
    Marketing Cloud Building a List - 9
  13. You should not have to make any changes to the next screen if the headers match the .csv example in Step 9a.
  14. Select “Next”
    Marketing Cloud Building a List - 91
  15. Confirm format, field mappings, number of columns and number of rows of data in your file.
  16. Enter your email address to be emailed when import is complete.
  17. Select “Begin”
    Marketing Cloud Building a List - 92
  18. Select “Finish”
    Marketing Cloud Building a List - 93
    Marketing Cloud Building a List - 94
    Email Example when import is completed
  19. Open your list (Subscribers à Lists à My Lists) and you will see the imported subscribers as shown in the example below.
    Marketing Cloud Building a List - 95
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