Current follow-up tools
The older Marketing > Lists workspace is not part of the current Neptune navigation. This page remains available for people following older documentation links.
For current work:
- Use Sequences for scheduled follow-up. Eligible accounts can enrol selected leads or customers in bulk.
- Use Email templates and SMS templates for reusable messages.
- Use Messages to review and respond to individual conversations.
- Use Reminders for internal follow-up.
Sequences are follow-up workflows, not a replacement guide for mailing-list campaign management. Check consent and the suitability of your message before enrolling records.
Existing mailing lists
If you used the previous Marketing workspace, contact Neptune support about that workflow before changing an existing campaign or subscriber list. This guide does not confirm that historical lists are available in your current account or describe a migration process.