Add To List Action

The Add to List action is used in Campaign Automations to add a participant (contact/lead/account) to a static-type marketing list. Actions can be added to the canvas individually, or they can be included within Series blocks. To learn more about Series and Actions, read this article.

Goals

• Learn how to add an Add to List Action to a Campaign Automation
• Learn how to set up an Add to List Action's properties

Add the Action to a Campaign Automation

To add an Add to List Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.

Action Properties

Once the action has been added to the canvas, click on it, and you will see the right panel change to show the properties of this action.

Display Name (required): The display name is entered by default, however you can change the display name to anything you like.

Add participant to the following list (required): Use the lookup field to select the list you want to add the contact/lead/account to.

NOTE: Please keep in mind that if you are going to have a combination of lead, contact, and account entity records running through the same campaign automation and want to add these leads and contacts and accounts to a marketing list, you will need to include separate Add to List actions for each type. In one action, select a static-type marketing list for leads, in another select a static-type marketing list for contacts, and then a final static-type marketing list for accounts.

Note: A note is an optional field for any details that need to be written about the action.