This is a quick guide on how to build a dynamic list that only includes leads that have clicked on a specified link from an email. Once a person visits the webpage from the link in the email, they will be added to the list!
The following User Roles have access to use custom syncing:
- Marketing Manager
Follow these steps to build a dynamic list based on a lead clicking a link in an email
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.
- Click Create List.
Step Three: Scroll to Trigger & Filters section and click in the When a contact field, under Email Actions, select visits from the email.
Step Four: To complete the trigger, do the following:
- In the Select an Email field, start to type the name of the email and select it, then choose the number of times the lead has to visit the site from the email in order to be added to the list.
- Click Add Rule.
- Once you have added all the triggers and filters for this dynamic list, click Save Changes.
TIP! If you have multiple links in the email, you can specify which link the lead needs to click when visiting the site in order for the task to start. In the (Optional) by clicking the link field, type or paste the link string.