How to Create a New Direct Mail List

This topic describes how to create a new list by using the New List Wizard. You can create two types of lists: static and expression-based.

Click Start, point to Microsoft Commerce Server 2009 , and then click Marketing Manager.
In Marketing Manager, in the Views pane, click Lists.
In the Tasks pane, click Create new list.
On the Welcome to the New List Wizard page, click Next.

On the List Properties page, do the following:

Use this	To do this
Type	Select Static as the list type to create a list to which you can add users manually or import them from another source.
Name	Type a name for the new list.
Description	Type a description for the list.

On the List Properties page, do the following:

Use this	To do this
Type	Select Expression as the list type to create a list of users meeting the criteria of a new or existing expression.
Name	Type a name for the new list.
Description	Type a description for the list.

If you selected to create an Expression list, on the Select Expression page, in the Expression box, click Select to open the Choose Expressions dialog box.
In the Choose Expressions dialog box, select the expression that will identify the users who belong to this list, and then click OK.

Note

When creating a new expression, expression rules are enforced. However, when you use an existing expression, you may receive an error that indicates that the expression is not valid for use as a list expression. The following rules apply when you create a list expression: The expression must be a targeting expression. You can only use And clauses. You can only specify user profile properties marked as searchable in the Profile Schema Manager. You cannot specify multivalued properties, for example, Address List. You cannot reference other expressions, for example, Field = Expression. All profile properties must belong to the same database table. If you follow these rules and still receive an error that indicates that the query or expression is invalid, contact the database administrator and see SQL Queries Supported by the OLE DB Provider for Commerce Server.
If you want to create a new expression, on the Select Expression page, click New to open the New Target Expression page.

On the New Target Expression page, do the following:

Use this	To do this
Expression name	Type a name for the new expression.
And/Or	Select And from the drop-down list to start the next clause in your expression.
Field	Select the field that you want to use in this expression from the drop-down list.
Condition	Select an operator type for the expression from the drop-down list. Available types of conditions are operators such as Is equal to and Is greater than.
Value	Type the property or value to be evaluated by the target expression.
Add	Click to add an additional And condition to the expression.

On the List Summary page, review the list properties. To make changes, click Back. To accept the property values and create the list, click Create.
If you selected to create a static list, you can import users from a file or add users to the list individually by clicking the Import Users or Add Individual Users links on the Complete the New List Wizard page.
On the Complete the New List Wizard page, click Finish.

See Also