Creating a Dynamic List of contacts who have unsubscribed from receiving future emails only takes a minute.
The following User Roles have access to create dynamic lists:
- Marketing Manager
Follow these steps to create the list of unsubscribes.
Step One: On the toolbar top right, click New, then on the drop-down select List.
Step Two: Within the Add New List pop-up, do the following:
- Enter a name for the list and a short description of the list.
- Check Rules Based. You can add Manual too.
Note: Rules based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
- Click Create List.
Step Three: Scroll to Triggers & Filters section and click in the When a contact field, under Lead Actions, select has the field.
Step Four: To complete the trigger, do the following:
- In the field, start to type unsubscribed and select it, then in changes to field type 1.
- Click Add Rule. Notice that the Trigger is now listed.
- Click Save Changes.
NOTE: The following notice will display until the list is built.