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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