This task requires permissions that are found in all default marketing security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Marketing Permissions
In the Navigation Pane, click Marketing, and then click Campaigns.
Click the name of the campaign that you want to add a marketing list to.
Under Marketing, click Target Marketing Lists.
Under List Tools, on the Marketing Lists tab, in the Records group, click Add Existing Marketing List.
In the Look Up Records dialog box, in the Search box, type all or part of the name of the marketing list that you want to add to the campaign, and then click the Find button .
You can also create a new marketing list to add to a campaign by clicking the New button and entering information in the form.
Select the marketing list that you want to add to the campaign, and then click Add to add it to the Selected records list. Click OK.
In the Add Marketing Lists to Campaign dialog box, select whether to add the marketing list to the undistributed campaign activities for this campaign, and then click OK.
Notes
You can only distribute mail merge campaign activities to marketing lists that all contain the same type of record. For example, if one marketing list contains accounts Companies that might do business with your organization. and a second marketing list contains leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., the mail merge campaign activity will fail. Create a separate mail merge campaign activity for each group of marketing lists with the same record type.
You cannot add marketing lists to campaign activities that have already been distributed. If you want to perform the campaign activity for the new marketing list, you must create a second, separate activity and distribute it to the new marketing list.