Utilize List Builder, under the Lists menu, to take action on accounts and contacts that are returned in the list. Often times you need to send follow-up emails to advertisers for a specific campaign or add an activity to accounts or contacts that you are managing through a list. List Builder Mass Actions give you these capabilities, as well as mapping accounts and contacts and tagging accounts and contacts.
When you want to take action from a list of accounts or contacts, find the accounts or contacts that you want to take action on. You can select just a few, or you can select all.
To access List Builder Mass Actions, please follow the below steps:
1. From the Navigation Panel under Lists on the left-hand side of your screen, select List Builder.
2. From within the List Builder window, click Run on the list that you want to work with. Note: if there is no list on the page, please review this article on how to create a custom list: Monarch - Lists Builders - Adding or Editing a List
3. Check the box or boxes next to the account or contact that you wish to take action. Then click the Mass Actions button and select one of the options. There are 2 sets of mass actions, one for account lists, and one for contact lists. (Screen Shots below)
Screen shot of Mass Actions from a Contact's List.
Screen shot of Mass Actions from an Account's List.
Notes:
- Select the desired items in your list by checking the box to the left of the account or contact. You can select as many items as you would like.
- You can also select the select all box at the top of your list to select all accounts or contacts returned to the list.