> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build Marketing Lists

## How to bulk generate a list of marketing contacts

<Frame>
  <iframe src="https://www.tella.tv/video/clxkoqgog05m809l301gz1h86/embed?b=0&title=1&a=1&loop=0&t=0&muted=0&wt=0" allowfullscreen="" allowtransparency="">\&lt;a href="[https://www.tella.tv/video/clxkoqgog05m809l301gz1h86/view"\&amp;gt;Watch](https://www.tella.tv/video/clxkoqgog05m809l301gz1h86/view"\&amp;gt;Watch) Build Marketing Lists in Tella screen recorder\&lt;/a\&gt;</iframe>
</Frame>

### Generating a List of Broker Contacts

**Steps to Build a List:**

<Steps>
  <Step title="Accessing the Contacts Tab:">
    * Search by broker and navigate to the contacts tab.
  </Step>

  <Step title="Using Filters:">
    * Utilize the filters on the left-hand side to create a targeted list of broker contacts.
    * Example: Find Lockton broker contacts in California.
    * Filter by roles or job titles (e.g., producers).
    * Additional filters include years at the company, license type, and carrier appointments.
  </Step>

  <Step title="Selecting Contacts:">
    * Grab the entire list of broker contacts and click "Get Selected" to use contact credits to obtain email addresses for any contacts you haven't already used a contact credit for.
  </Step>

  <Step title="Exporting the List:">
    * Export the list into a CSV file or sync to Salesforce.
    * Alternatively, add the contacts to an existing saved list.
  </Step>
</Steps>