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Creating Dynamic Lists Based on Clicking Behavior

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Justin Garrett
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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:

  • Administrators
  • Marketing Managers


Article Contents


Building Lists

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
    New > List.
  2. Enter a name for the list.
  3. Enter optional parameters.
  4. Check Rules-Based.
  5. Click Create List.
  6. Scroll to the Trigger and Filters section.
  7. In the When a contact field, click 
    Email Actions > visits from the email.
  8. In the Select an Email field, type the name of the email. 
  9. Select the number of times the lead has to visit the site from the email in order to be added to the list.
  10. Click Add Rule.
  11. Click Save Changes. 
  


Click to enlarge.
Note: Rule-based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
 
Note: 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. 

 


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