Create a List
To create a list, navigate to the Lists tab.
Click the "Create New List" button.
Enter the Name of the list and a Description if you want.
Then, select if you'd like to make a Manual or Dynamic list.
and click Create List.
Manual List
Manual lists are static and only change when you edit recipients manually.
Dynamic List
Dynamic Lists use filters on recipient data to create your list. The list will update automatically when recipient data changes. 🤩
If you want to create Custom data for the dynamic list be able to be filter from you can create Custom Properties. Those properties will need to be made before you create the Dynamic List.
Starting at the top, you will first select if you want Recipients to show in the list if they match ANY or ALL of the segments that you set up.
Then you will set up your segments.
For each Segment, you will select if:
Recipients match ANY or ALL of the following rules you set up in that Segment.
The value you want the rule to be set up as (example: Invited or Full time employee)
You can add multiple filters in a Segment when clicking + Add Filter. Then, input additional values for the filter.
You can also add additional Segments by clicking the + Add Segment button and input what values you want for that section.
Once you have all your Segments set up, the List Preview on the right hand side shows how many users match your filters set up.
Once you have all of the rules set up for your list, you will select Save List Filters at the top right hand side of the page.
Then you will be able to see your list and any applicable recipients.
You can also Edit List Details and Edit List Filters if you ever want to make adjustments.
