Looking for Marketing lists in RTM – Customer Insights – Journeys
Are you using Real-time marketing? But don’t see any option to import an Excel Spreadsheet or create a Marketing List?
With RTM (Customer Insights – Journeys), you can still create new Marketing lists by following this workaround:
- Open a Contact record
- Click on the Lists drop-down in the command bar.
- Select Add to Marketing list.
- When the side-pane opens, click on the spy-glass icon.
- This will provide the option to create a New Marketing list. When clicked, it will generate a pop-up screen to create a New Marketing list.
Currently, there is no direct route to this screen in the new Real-time Marketing module.
I hope this helps.
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