Segment your data automatically in Marketing Lists.
You can now automate your Marketing Lists without using Journey Manager!
Getting Started
Head to Your Data and either create a new list or select an existing one.
You’ll notice a robot icon next to each list - this shows whether automation is enabled (green) or disabled (grey), which it is by default.
Enabling Automation
Click into your chosen list and select Start using this list under the Add to List section.
Then click Edit. You’ll now have options to:
Enable or Disable your Add to List and Remove from List criteria.
Enable Query Sync, which allows the system to automatically remove contacts who no longer meet your Add to List criteria.
You can now input your criteria. If you're unsure on how this works, please refer our article on building queries via Contact Search.
You can use:
Separate criteria for adding and removing contacts
A single rule for either adding or removing
Or both together
Once your rules are set, hit Save and then Activate to switch the automation on.
Query Sync
Now let's look at a query sync, using the example of lead score.
You would firstly enter the criteria in Add To List.
You would then click Enable next to Remove From List along with Query Sync.
This will then automatically add people to the list when they meet the Add to List criteria and remove them when they no longer meet the Add to List criteria.
Once active, the robot icon will turn green - your list is now automated!
View Synced Contacts
Click the View Synced Contacts button underneath the Add/Remove sections. This shows:
Status - whether someone was added or removed
Date - when the action happened
Contact details, including a search for name or email
A graph of recent activity
If you’ve got any questions, feel free to reach out via the live chat in the bottom-right corner of the platform - we’re happy to help!