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Creating Dynamic Lists with Campaign Attributions

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Forest Myers
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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.


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Campaign Assignment

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

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Create or edit a 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. Click the Include Secondary Campaigns checkbox. 
  7. Click Add Rule.
  8. Click Save Changes.
  


Click to enlarge.


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.

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