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Oracle® CRM On Demand Marketing Release 5.4.10 |
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Home > User Guide > Working with Contacts and L... > Creating Lists

# Creating Lists

When creating exclusion lists, Oracle CRM On Demand Marketing displays the option, Apply to all New Programs. Select the Apply to all New Programs check box to apply the exclusion list criteria to new program production lists. It is not applied to program production lists for automated campaigns.

Only accepted lists can be associated with the programs. When a list is associated to a program or to an automated campaign, it cannot be deleted.

To create a list

1. Do one of the following:

   - From the Quick Access menu on the left, select Create List.

   - From the Contacts tab, click the Target Lists subfunction, and then click New List.

2. In the New Target List Header screen, enter the header information to describe the new target list.

3. Choose the List Type from the list. For more information on list types, see List Types.

4. Do one of the following:

   - Click Save to save the list header information and complete the list configuration at another time. The main List screen displays the new list first in the list. Do one of the following:

     - To edit the list header, click Edit.

     - To complete the list creation, click the linked List Name, then click Add in the List Conditions section.

   - Click Next.

     The List Creation Wizard guides you through the next step in list creation.

5. In the Conditions screen, apply filters to the list by choosing values in the Profile, Profile Attributes, and Operator lists. Profile attributes vary according to the profile that you select.

   For more information, see About Profiles and Profile Attributes.

6. In the Value field, enter or select a valid value.

7. (Optional) To define complex conditions, click the Advanced Grouping Option link and enter the conditions. For example, you can group conditions, such as (1 and 2) or (3 and 4) to evaluate the conditions from both lists and display the contacts that satisfy either of the conditions. Each condition is numbered.

8. (Optional) To add more filters, click Add More.

   The filters are added in the sequence in which they are listed. For example, if there are 1000 contacts in Oracle CRM On Demand Marketing, the first filter returns only 500. The second filter checks only those 500 contacts for new conditions. When the filters are completed, Oracle CRM On Demand Marketing provides a list count of how many contacts meet the criteria.