Making permanent additions and deletions to a list

When you work with a recurring workflow, you might be tasked with several list review steps within the course of a single Corporate Campaign.

If wanted, you can make permanent additions or deletions from the list; these additions or deletions remain in effect for all future occurrences of the List Review task.

Note: The ability to make permanent additions or deletions to a contact list is controlled by the Review List task in the Corporate Campaign workflow. If this option is not selected for a List Review task, you are not able to add or delete contacts permanently in the corresponding list.

When to add or remove contacts permanently

You should make permanent additions or deletions to a list when the following statements are true:

  • You are using a recurring workflow.
  • The recurring workflow includes several List Review tasks.
  • You know that the list as generated is incomplete; you need to add or delete contacts. You want these additions and deletions to remain in effect for each future occurrence of the recurring campaign.