Question
- How can I create a target list in CRM (fka Luxor)?
Answer
Target Lists allow you to group and organize specific marketing targets for email blasts or campaigns.
If you require more in-depth training on the CRM (fka Luxor) Marketing Module, we have a course on our e-learning platform. Please reach out to our training team to request access to the CRM (fka Luxor) Marketing training at corelogic-training.sym@corelogic.com.
Check out the manual attached at the bottom of this article for more information on Target Lists and other Marketing features of CRM (fka Luxor).
To create a target list follow the steps outlined below:
- Log into your CRM (fka Luxo) environment
- Click on the Marketing module on the left-hand navigation menu
- Click "Target Lists" from the actions menu on the left-hand side
- When building target lists you can either filter for specific contacts, or use general filters to select for certain groups and types of contacts. For example, you can design a target list to filter for all Adjusters in your system or filter for all contacts who work at a specific company. Designing target lists in this way frees you up from managing large lists (adding, removing, etc) since the list will change dynamically based on the selected criteria.
- Click Add New at the top of the Target Lists page
- Name the target list
- Next, select the field that you want to filter your criteria for. For example, if you wanted to create a list of only insurance adjusters you may want to choose "Contacts: Referral Type" and set it equal to "Adjuster"
- You can continue to add filters to build a highly specific and targeted list
- Keep in mind that each new filter you add is treated as an "AND" statement. For example, see the image below: if you have two different filter statements like the image below, CRM (fka Luxor / LuxorCRM) would apply both filters. The target list would only include contacts that have a referral type = adjuster AND contacts that have given you more than 0 referrals.
- However, if you add two statements that are the same (ex: Contacts: Referral Type) but set the filter to different options (ex: Adjuster, Plumber), then CRM (fka Luxor) would treat that as an "OR" statement. So both adjusters and plumbers would be included in the targeted list.
- Once you have added the criteria you desire to the list, click Save.
Questions? Contact Us
This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.