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How to create target list in SuiteCRM | Outright Store

The Target List module in SuiteCRM is a group of people or individuals you want to exclude or include in a campaign. Set the target list and start your Campaign. The campaign, test groups or a list of Targets grouped by certain criteria, for example, non-market economy or economy an organization works in.

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How to create target list in SuiteCRM | Outright Store

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  1. How to create target list in How to create target list in suitecrm suitecrm The Target List in SuiteCRM module is a group of people or individual you want to exclude or include in an Email Campaign. It is a list of those people whom you want to send emails through Campaign, you can create a different-2 target for the different-2 email campaigns. Target Lists Actions -: You can ingress the List Actions from the dropdown module. Dropdown actions are as follows-: Create List -: A new form will open in Edit View for creating, fill all the important details to create a list. View List -: Open with the detail view of the list module and add the members from the Subpanels. To run an Email Campaign in SuiteCRM you would require two types of the list. •Test •Default Test -:In the Test type, you will enter only those records whom you want to send a test email to ensure that your template and content is in the right format.

  2. Default -:The Default type contain all the record of those people whom you want to run an Email Campaign. Example -: Suppose you want to run a welcome email campaign for new contact of CRM then you will create a default type list where you will add an only new contact. How to Create a Target List -: The step below will go over how to create the list -: 1. Click on the create target list. 2. Choose the type of list simply.

  3. 3. Select records from the subpanel modules. Click here to watch Video tutorial: https://bit.ly/2ZhRPCz

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