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There are 2 ways to merge lists.

1-      Directly in list management (for standard lists only, not applicable on filtered lists)

2-      With an automated campaign on an empty list (to include filtered lists).

 

1-Directly in list management (for standard lists only, not applicable on filtered lists) :

In the menu Lead management, choose Leads/Customers

Then List management

Click on Merge lists

 

Select the lists you want to merge. In this case, Employees and QA_IMPORT

Click on Merge

Name the new merged list and click OK

Your new list is created.

 

2-With an automated campaign on an empty list (to include filtered lists).

In the menu Lead management, choose Leads/Customers

Then List management

Choose Add

Select "Create an empty list" option

Name the new list and save

New empty list is now created

 

Next, go in the Campaign Planning menu and Configure automation campaign sub-menu.

Click Add

Name the campaign and select a category (in this case, Other), click on Next

Select the option on which the campaign will be executed. In our example, Lists

Select the lists to merge and click Next

Go to the Automation tab

Select within "Activities" the Add to list option

Choisissez la liste vide que vous venez de créer

Click OK

Come back to the Details tab and click on Activate.

 

A new list named Merged test 2 is now created from the selected QA_IMPORT and QA_LIST lists.

Please not that this function takes an image of the filtered lists at the time of the campaign. The dynamic aspect of the filtered lists will not be effective on a merge list using filtered lists.

 

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