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.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
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Salespersons | |||||
Jr. Salespersons | |||||
Building Lists
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:
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Note: Use wildcard characters (**) when entering links in the (Optional) field.
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Note: When building lists based on Site or Email Actions, the list may contain fewer members than the corresponding web or email report due to users with cookies or Javascript disabled.
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Editing Dynamic Lists
To modify a dynamic list, do the following:
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Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.