There may come a time when you need 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. This article will detail how to build dynamic lists via clicks.
The following user roles can utilize custom syncing:
- Company Managers
- Marketing Managers
Automation features are accessed through the toolbar.
Rules-based lists will dynamically remove a member when the lead no longer meets the trigger criteria. This criteria can be set to when leads click links in emails. To build a dynamic list based on a lead clicking a link in an email, do the following:
Note: Use wildcard characters (**) when entering links in the (Optional) field.