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The first field is where you should enter a name for your list. You’ll reference this name
later when choosing which lists you want to use with the email you create.
The second field allows you to append
the results of your query to an active
Salesforce Campaign, much the same
way you can add the members of a
report to a Campaign. This option
is not necessary and is rarely used.
Unless you know your way around
Salesforce Campaigns, you should
leave this option set to default: “Do not
append to a Campaign”.
The third & fourth fields are where you
enter a name and description for your saved query. You’ll refer to this info whenever you
select to run the saved query again in the future.
Once you’re done here, click the Create List & Save Query button. The list will now be
compiled, and you’ll be able to access it either when building your email or directly through
the View Lists link found under the VR Email tab.
Use a Salesforce.com Campaign
Note that you must have active campaigns which were built using Salesforce’s own
Campaigns module to use this option.
Just as with Creating a New List of Leads & Contacts, selecting to use a Salesforce.com
Campaign to build your list will present you with a series of steps:
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