Creating Rules-Based Lists

Lead Gen & CRM allows you to save multiple leads to individual lists. Rules-based lists will automatically set leads as members of those lists when they meet specific preset criteria.

This article provides an overview on the options available with lists.

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Article Contents

• Creating Rules-Based Lists
• Creating Custom Field Rules-Based Lists
• Adding Additional Rules
• Configuring Rule Logic
• Additional List Features

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Lists

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Creating Rules-Based Lists

You can create lists to house different contacts. Rules-based lists will add contacts when they meet certain rule criteria.

To create a rules-based list in Lead Gen & CRM, do the following: 

1. Click Lists in the left toolbar.
2. Click    Options > New List at the top of the page.
   
   

   Click to enlarge.

3. Enter a name for the list.
4. Optionally, enter a list description.
5. Select the folder to add the list to.
6. Optionally, click the Make this list available in the Contact Manager checkbox.
7. Click the Rules-Based toggle.
8. Click Create List.
   
    
9. Click Create Rule.
   
    
10. Select the desired rule from the list of available rules.
    • Note: When creating lists, be aware that building lists based on Site or Email Actions may have the list contain fewer members than a corresponding email report due to users with cookies or Javascript disabled.
       
11. Configure rule parameters as necessary.
12. Click Save.
    • Note: Click    Remove to remove rules or groups.
      

Creating Custom Field Rules-Based Lists

You can create rules-based lists that operate on logic from custom fields.

To create a custom list, do the following:

1. Click Lists in the left toolbar.
   
   

   Click to enlarge.

2. Create or edit a rules-based list.
   
    
3. Configure an initial or additional rule.
   
    
4. Select has the field, located under Lead.
   
    
5. Select the desired custom field from the Select Field drop-down menu.
6. Configure custom field parameters as necessary.
7. Select exactly from the variable drop-down menu.
   • Note: Rules-based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
8. Click Save.
   
   

Adding Additional Rules

Rules-based lists can have several rules.

To add additional rules to rules-based lists, do the following:

1. Click Lists in the left toolbar.
   
   

   Click to enlarge.

2. Create or edit a list.
   
    
3. Click Add Rule.
   
    
4. Select the desired rule from the list of available rules.
   
    
5. Configure rule parameters as necessary.
   • Note: Click    Remove to remove rules or groups.
6. Click Save.
   
   

Adding Rule Groups

Individual rules can be placed together in rule groups. 

To add rule groups to lists, do the following:

1. Click Lists in the left toolbar.
   
   

   Click to enlarge.

2. Create or edit a list.
   
    
3. Click Add Group.
   • Important: Lists have a limit of 100 rules per rule group.
     
      
4. Select the desired rule from the list of available rules.
   
    
5. Configure rule parameters as necessary.
   • Note: Click    Remove to remove rules or groups. 
6. Click Save.
   
   

Configuring Rule Logic

You can configure how rules work together in lists by using basic logic operators. Lists can be set to operate if a single rule is true, if a collection of different rules are true, or if all rules are true. This logic can be applied to individual rules or across entire rule groups.

To configure rule logic in rules-based lists, do the following:

1. Click Lists in the left toolbar.
   
   

   Click to enlarge.

2. Create or edit a list.
   
    
3. Add additional groups and rules as necessary.
   1. Note: Click    Remove to remove rules or groups
       
4. Select All or Any from the All Groups: When...of the following is true drop-down menu.
5. Select All or Any from the Group #: When...of the following is true drop-down menu for each individual group.
6. Click Save.
   
   

Additional List Features

There are other features and options available to lists. Refer to the following articles for more information on options available to rules-based lists:

• Editing Rules-Based Lists
• Creating Sample Lists
• Exporting Lists of Leads
• List Management Options
• Removing or Restoring List Members
• Setting List Tags
• Unsubscribing Contact Lists