| Step 1. Campaign name | | - Set up campaign name and description
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| Step 2. Control code | | - Customer responses can be assigned to the campaign according to a code you select
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| Step 3. Add target lists | | - These could be either existing target list (Step 4) or newly created ones (skip to Step 7)
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| Step 4. Add existing list | | - Press Add button; choose either Lists in process (top section) or Checked out lists (bottom section)
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| Step 5. Link or copy | | - If you link to a list, later modifications to the target list will flow through to all instances
- If you copy the list, a new list is created which can be modified without affecting the other instances
- Checked out lists show a locked icon, and cannot be modified
- A link icon indicates that the list is used in other campaigns
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| Step 6. At-a-glance box | | - As soon as one or more target lists are associated with the campaign, an At-A-Glance box is populated with a summary of campaign characteristics
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| Step 7. Create new target list | | - Press the New button for an entirely new list; the List Builder screen appears, identical to what shows in the Target tab when you create a new list there
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| Step 8. List Builder help | | |
