Articles in this section

See more

Creating Dynamic Lists with Campaign Attributions

Avatar
Forest Myers
  • Updated
Follow
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.


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    
 


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.

Was this article helpful?
1 out of 1 found this helpful
Return to top

Related articles

×

What's wrong with this help article?

Still didn't find what you are looking for?