Articles in this section

See more

Creating Dynamic Lists Based on Clicking Behavior

Avatar
Forest Myers
  • Updated
Follow
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.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate    
  CRM PRO    
  CRM Free    
        
  Toolbar:    
0NavMarketing.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  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:

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Create or edit a rules-based list.
  3. Scroll to the Trigger and Filters section.
  4. In the When a contact field, click 
    Email Actions > visits from the email.
  5. In the Select an Email field, type the name of the email. 
  6. Select the number of times the lead has to visit the site from the email in order to be added to the list.
  7. Optionally, if you have multiple links in the email, you can specify the link click that you would like to collect on this list by entering it in the (Optional) field.
  8. Click Add Rule.
  9. Click Save Changes.

  


Click to enlarge.
Note: Use wildcard characters (**) when entering links in the (Optional) field. 
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.


Editing Dynamic Lists

To modify a dynamic list, do the following:

  1. In SharpSpring's top toolbar, click 
    Contacts > Lists.
  2. Locate the desired rules-based list.
  3. To the right of the list, click  
    12cog.png  Options > Change List Settings.
  4. Change the name of the list.
  5. Change the trigger rules.
  6. Click Save Changes.
  

Click to enlarge.

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.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?