Add Contact to Target List

In a contact, lead or target you can add the open record to a targetlist when the targetlist is a default list in a newsletter camapaign. So the only thing you have to do is to create a campaign of type newsletter, create a target list and then you can add the contact, lead or target be using the button "manage subscriptions".

In the list view of contacts, leads and targets you can use the button "Add To target List" to add a list of records to a targetlist.

In the Account screen a little coding would be necessary. 

I would solve the task by adding a simple checkbox to contacts/leads/prospects which is visible and which can be set in listview, subpanel view and record view. When set, a logic_hock after_save should add the current record to the specific targetlist. That's it, simple job for a developer.

In a contact, lead or target you can add the open record to a targetlist when the targetlist is a default list in a newsletter camapaign. So the only thing you have to do is to create a campaign of type newsletter, create a target list and then you can add the contact, lead or target be using the button "manage subscriptions".

In the list view of contacts, leads and targets you can use the button "Add To target List" to add a list of records to a targetlist.

In the Account screen a little coding would be necessary. 

I would solve the task by adding a simple checkbox to contacts/leads/prospects which is visible and which can be set in listview, subpanel view and record view. When set, a logic_hock after_save should add the current record to the specific targetlist. That's it, simple job for a developer.

Thank you Harald.

Maybe a little more background would be helpful.

Each of our salespeople have about 200 current clients. Each of those clients could have between 2 and 25 contacts.

We want to send out an invitation to the 1 or 2 contacts at an account for the CSat Survey.

It seems the only way to get the option to Add to Target List is if I view Contacts in List View.

If I have 200 Accounts, I am trying to figure out the easiest way to do this, in the shortest amount of time.

• I could go to Contacts, filter to an account name, get a list view of the contacts, select the contacts and Add to Target List
• I could create the Target List, then link contacts one at a time there
• I could add some field for a contact "Receive CSat Survey" and then filter for that to create a List View (but still Sales would have to check off that box for each Contact)

Hopefully this all makes more sense now.