Ad hoc lists

As a tool for target group segmentation in marketing, Ad hoc lists support you with processing and condensing contact data for operations and telemar­keting.

Ad hoc lists can be saved as a record, and therefore several compressed target group lists can be col­lected.

Ad hoc list with set operations

Using ad-hoc lists

Typically, you will preselect a certain number of contacts through the available contact selections (filter) in the contact form, in overview lists or from an available mailing list. You can collect the preselected contacts as companies or persons in the Contacts tab using drag and drop.

With the help of simple sorting mechanisms or adapted filters in the multi-level search, which now only refers to the already preselected contacts, you can always segment and condense the contacts further, in accordance with the target groups. When doing this, you can also include further ad hoc lists to store intermediate results.

Finally, the contacts will be condensed so far that you can, for example, create a mailing list from a defined set in the ad-hoc list or drag the result to a recipient list that you can then use for a case or serial emails.