Free List
Summary / TL:DR: Instructions for how to setup a Free List in both IRIS and SUA2; without a Lead Gen Item
Referencing PUBST-155357
What you need:
List Code
List Description
Owning Org
From Name & From Address
Creating List
Check if the List Code is in Advantage already (use LSTLTT view in Adv for Free lists)
Click Add
Enter List Code
Enter Description (use the list code unless otherwise specified by affiliate)
List Category : Enter the specified List Category. If the list is being added to SUA2, enter the Owning Org, add the list to SUA2, then update the List Category to what the affiliate has specified in Advantage.
List Type: Email (always)
Select Active, Web Enabled, Count Email (always)
"Requires Customer Opt-in" is No
List Narrative: Enter ticket number
Fill out the Owning Org (3 digits) again - same as list category field
Always enter "Y" in demographics
You should see something like this:
If you don't see the list in SUA2, be sure the Owning Org and List Category fields in Advantage match what you intend it to be from the ticket.
Adding List to IRIS
Open IRIS instance of affiliate list belongs to
has all of the links
Select Manage → Vendors, hit Create
Select Free
Use Opens Pixel: Leave alone
Use List name but double check affiliate format
Enter ADV List Code
Create Schedule is always no
Agora ID: Always choose the lowest number listed
MC List ID: Leave blank
Default Host: Leave alone
Active: always yes
Use these instructions here for setting up a Lead Gen item in IRIS: https://14west.atlassian.net/wiki/spaces/GTOS/pages/42355425216
Adding to SUA2
Go to Email Lists
Find ADV owning org that list was created under
Once located, click Add, select list
Select Binding (Put NONE if the list is NOT using the Welcome Email feature)
Input From Name and From Address
Leave user roles alone, affiliates have admin access to grant list-specific access