Segment your data automatically in Marketing Lists. 


You can now automate Marketing Lists, without using Journey Manager!

 

Head to the 'Your Data' and create or select the list you want to automate.




You will now see the robot icon which establishes whether the list is automated or not. As default, the automation will be deactivated, so the icon is greyed out.



You can now go into the list and click "Start using this list" under "Add to List".



Then when you click 'Edit' you will have the option to 'Enable' and 'Disable' the addition and removal criteria. You also have the option to select a 'Query Sync' which will enable the system to utilise the criteria in the 'Add To List' section, to automatically remove people when they cease the meet this 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 could have two different sets of criteria, one to add and another different rule to remove. Or, you could use either the Add or Remove in isolation.



You will then need to hit save and Activate.



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 that criteria and remove them when they no longer meet the criteria set.

 

You will then see the robot icon appear green in your Marketing List tab! Great news, you've now set up your Automated List.

 

If you have any questions, feel free to reach out to us through the live chat function available bottom right in your Force24 Platform. Our team is ready to assist you and provide support whenever you need it!