Can you apply a marketing list (List members) as regarding in an activity?
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Can you apply a marketing list (List members) as regarding in an activity?
Hi Community,
I would like to start with presenting my use case because there may be a different way to approach the situation.
Use Case:
We have a department that will need to record an action taken on multiple contact records at once (static list). Currently we use the Task activity and creating these activities for each record, I added a custom field with a data type option set to categorize these actions.
Question: How can I allow my users to send an activity to a “group” or “list” of contacts with ONE activity record created, and where I have the ability to add our custom field for them to populate?
Actions taken:
Quick Campaign: This wizard seems to not have the functionality to be modified to add the custom field.
Campaign Activity: Seems channels cannot be modified; Task isn’t an option.
Thank you for any guidance or advice in advance!
Juanita Powell
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