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How do I create a list in Salesforce for Campaigns? [Gmail]

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Yesware Support Team
  • Updated

The Salesforce lists for Campaigns can be pulled from your Contacts or Leads. The list views are retrieved from your Salesforce account.

To view your current lists:

1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Use the View drop-down menu to select a list.
4. Click “Go” to see the contact list and fields for the selected view.

To create a new list view in Salesforce Classic: 

1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Click “Create New View.”

From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list.  Please note, any of the fields you include in your Contact/Lead list, will come over as column headers in the Recipients Table in Campaigns so that you are able to pair them with merge fields and personalize your Campaigns emails.  

  • Step 1: Name your list view
  • Step 2: Add filters. You can filter by all Contacts/Leads or just Contacts/Leads assigned to yourself. Add filter logic (example: if you're reaching out to Leads in a certain industry, filter by that field)
  • Step 3: Select fields to display. This will add the fields that will show in your list view in Campaigns. 
  • Step 4: Click Save

Once saved, you can use the list to add your recipients to a Campaign.  

To create a new list view in Salesforce Lightning: 

1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Click Settings gear icon + "New" on the top right

From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list.  Please note, any of the fields you include in your Contact/Lead list, will come over as column headers in the Recipients Table in Campaigns so that you are able to pair them with merge fields and personalize your Campaigns emails.  

  • Step 1: Name your list view, select who can see the list
  • Step 2: Add filters. On the right of the screen, select all Contacts/Leads or just those assigned to you. Add additional filters by clicking "add filter" button and selecting criteria. Click Save. You can also add filters by clicking the Settings gear button and then "edit list filters)
  • Step 3: Select fields to display. Click Settings gear button & "select fields to display." From there, move the fields to the visible fields section. This will add the fields that will show in your list view in Campaigns. Click Save

Once saved, you can use the list to add your recipients to a Campaign.  

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