Scenario 1
As a part of the marketing team in Contoso, I need to prepare a list of leads with ages less than 25. I should be able to send a promotional email to these leads and also track their response. Based on their response, I should have the ability to track them.
Perform the following steps:
- Create a dynamic marketing list: The list should be based on leads and advanced queries should include all the leads less than 25 years of age. As the list is a dynamic one, the marketing list will be automatically updated. Create a newÂ
MARKETING LIST,Targeted AtÂLead, and add members, as shown in the following screenshot:
Add a query, as shown in the following screenshot:
The members will be added to your list, as shown in the following screenshot:
- Create an email template: Based on the content that you wish to share in the promotional email, prepare an email template:
- Create a campaign: Create a campaign and add the marketing list created in the first step.
- Create a new record and add the marketing...
