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2. What is List Manager?

List Manager allows you to create targeted lists of leads and customers based on the information you have about them.
  • Target your lists using demographic and behavioral data.
  • Use lists to send emails or take other actions.
  • Dynamically add new leads based on defined rules.

How it works

1. Create your list

Set rules based on forms completed, first conversion date, and lead source as well as your custom fields.

2. Review your list

Review the leads that match your rules to ensure the leads identified match your expectations.

3. Save or Email your list

Save your list for accessing in the future, or send a targeted email.