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Creating Dynamic Lists with Campaign Attributions

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Justin Garrett
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You can create a list that shows all leads who are attributed to a specific campaign (or a group of campaigns), including leads where the campaign is not the primary campaign. This article will provide information on how to create dynamic lists with campaign attribution.

The following user roles can create dynamic lists:

  • Administrators
  • Marketing Managers


Article Contents


Campaign Assignment

To create a dynamic list with campaign attribution, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Lists.
  2. Create a list, or modify an existing list.
  3. In the Triggers and Filters section, select Add the trigger.
  4. In the When a contact drop-down menu, select is assigned to campaign.
  5. In the Enter a campaign name text box, enter the desired campaign.
  6. Select the Include Secondary Campaigns checkbox. 
  7. Click Add Rule.
  8. Click Save Changes.
  


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