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Customer experience | Sales, Customer Insights,...
Suggested Answer

What is the difference between Segment and marketing List? Is still we can use marketing list in Marketing functionality available in Outbound marketing?

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What is the difference between Segment and marketing List? Is still we can use marketing list in in Outbound marketing. How to upload list of contacts to send email without adding those new contact list into Contacts of crm. I would like to use these contacts one time only without adding them into contacts. 

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  • Suggested answer
    Carrie Garner Profile Picture
    60 on at

    Hey there, as a user of the tool this is my understanding. Segments are the building blocks for your audience that you want to receive your emails. There are types of Segments that include:

    • dynamic (looks for contacts that match criteria you set and adds them to journeys - similar to advanced find function - this will keep adding people as they fit the criteria, hence "dynamic") 
    • static (generally a list of contacts you predefine that doesn't change or add anyone or remove anyone as it goes)

    Marketing lists are more about storing a list of contacts in one place that you can reference. For instance a newsletter subscription list, or a list of specific clients in a specific category you want to reference quickly. You can also use them to manage your opt out or unsubscribe process by offering people options for managing their communication preferences for information they want to receive rather than having them opt out completely. You would do this by having different subscription lists for different content - e.g. news vs product offers.

    You can use marketing lists in conjunction with the segments. So for instance, you can just send emails to a marketing list like a subscription to a newsletter.

    But you can also use a marketing list with a segment - for instance create a segment that looks for all contacts of a certain age in your marketing list.

    You can also use it to make sure people are subscribed to something - so in a segment say you want to email all your contacts who are over 18, but ONLY if they are in a specific marketing list.

    So they are just two tools that you can use together to get different results.

    I hope this helps.

  • AyushJain Profile Picture
    on at

    Carrie is correct. In addition if you need to email people without making them Contacts in CRM, you can upload them as "leads". You can then use the customer journey (in real-time marketing) to email them. And then later even delete these leads if needed

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