IRIS Edit a List
- Tony Browne
Marketers would want to edit a list if they wanted to change the name or if they wanted to change the customer-base that the marketing effort is directed toward. The reasons for this will be unique for each org, so we can't go much deeper than that. Users can now set free, paid, website, agora, and external lists to inactive. Follow the instructions below if you would like to edit a list.
When you deactivate a list, it will not be available to select on efforts but will remain on all existing efforts and still be searchable on the Effort Listings page.
How to Edit a List
- To access the Lists page, hover over and select .
Click the button on the list you would like to edit and complete the following fields:
List Type Select Free, External, Agora, Paid, or Website, or Phone.
Depending on the list type chosen the options below will change.
If the list type is Free...Use as Opens Pixel Select yes or no Name / IRIS Name Enter a name for the list Advantage Code Enter the Advantage code Create Schedule Select yes or no Agora ID Select the Agora ID
This field is locked once the list has been used on a mailingMC List ID Enter the List IDThis field is locked once the list has been used on a mailingActive Select yes or no If the list type is External...Name / IRIS Name Enter a name for the list Advantage List Enter the Advantage list name.
List name must exist in AdvantageAdvantage Code Enter the Advantage code If the list type is Agora...Name / IRIS Name Enter name of the list Advantage Code Enter the Advantage code Active Select yes or no If the list type is Paid...Name / IRIS Name Enter name of the list Advantage Code Enter the Advantage code Default Host Department Enter a host department and split amount. Active Select yes or no If the list type is Website...Name / IRIS Name Enter a name for the list Advantage List Enter the Advantage list name.
List name must exist in AdvantageDefault Host Department Enter a host department and split amount. Active Select yes or no If the list type is Phone...Name / IRIS Name Enter a name for the list Advantage List Enter the Advantage list name.
List name must exist in AdvantageDefault Host Department Enter a host department and split amount. Active Select yes or no - Click
When the List has been edited you will see this message
For Free Lists if it had a schedule when it was set to inactive the schedule will still be available to select.