Can you apply a marketing list (List members) as regarding in an activity?


  • Can you apply a marketing list (List members) as regarding in an activity?

    Posted by Juanita Powell on September 13, 2023 at 11:09 am

    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

    Juanita Powell replied 1 week, 4 days ago 1 Member · 0 Replies
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