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
Task: To access and use an Ad-hoc list that is newly created.
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.
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