Summary

This article will discuss how users will access and use an Ad-hoc lists that were created and uploaded into the Salesforce Marking Cloud (SFMC).

How-To

Instructions

Step 1 - Navigate to the Email Studio area.

Step 2 - Select and open an Approved email - that you can send to an audience.

Step 3 - Choose Send in the upper right (this only queues the email for sending, it does not trigger a send at this time).

Step 4 - Define the needed properties of the email.

Step 5 - Within the "Selected Audience" page, using the folder structure on the left side of the screen navigate down to the respective folder to where the recently uploaded Ad-hoc list resides.

Step 6 - Once the list is found, it will be present in the middle section of your screen.

Step 7 - Drag and drop the file to the "Targeted" area on the right side of the screen.

Step 8 - The recipients contained within the list have now been selected for this email.

Outcome

You have selected the newly created ad-hoc list for your email.

Further Readings

Salesforce Marketing Cloud: Uploading a New Ad-Hoc List

Salesforce Marketing Cloud: Uploading Ad-hoc list with User Defined Fields

Salesforce Marketing Cloud: Ad-Hoc List Formatting

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk on your local campus.

For additional Training please visit the Teaching and Learning Technologies Docs & Training site