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Saving and Utilizing Lists

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If you are unsure of how to run an advanced search, click HERE to learn how.

Saving a List

Saving lists is a powerful tool that allows you to save a search you may run frequently.

  1. Fill in the fields with the search criteria you would like to save.
  2. Click Save as list at under the Choose Saved List section.

Utilizing Lists

  1. You can run your list by selecting your list from the advanced search saved list drop down.
  2. This will load in all of the saved criteria for that list. Click the blue search button at the bottom of the advanced search page to run your search.

Create Mass Activities from a List

Create a large number of activities using a list that you have saved.

  1. Choose a list from the Choose Saved List section
  2. Click the Create Activity button
  3. Fill out the Mass Activity form and click Add. This will create an activity for each of the profiles in the list.

Add a List to a Campaign

  1. Navigate to the Campaign that you would like to add the list to
  2. Below the text Add people to Campaign by: click List
  3.  From the drop down, choose the saved list, a response if one is necessary, and then click Add

Syncing Lists

  1. Click on People on the left hand menu and then Lists from the sub-menu. List-menu.png

2. Click the switch under the Sync? column next to the list you want to sync to your marketing automation system.List-toggle.png

3. The list will begin to sync.

 

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