Create dynamic list

What is it?

Dynamic lists are campaign distribution lists extracted from the audience database, based on specific events occurring. Functions available to create dynamic lists include:

• Creating rules and rule groups
• Specifying criteria for combining the rules

Making changes and authorization

Any user with campaign creation access has the ability to create or amend dynamic lists.

Accessing dynamic list creation

1. Select the Audience module.
2. Select the Dynamic lists tab.
3. Click on the "+" icon.

Creating a dynamic list

To create a new dynamic list, the steps to follow are:

1. Create a rule group which may contain up to five rules. Use the "All" or "Any" switch to specify if all or a specific number of the rules must be satisfied to create the list. The number of rules defined in the group is validated against this number.
2. Add a new rule by clicking the "+" icon.
3. Select the source of the trigger, action type, and specification of the chosen action from the corresponding drop-down lists. Here are the available sources of triggers and corresponding action types.

















4. Optionally, create a second rule group which may also contain one to five rules. Define it in the same manner as the first rule group.
5. Specify the combination of the two rule groups for execution, using the AND/OR switch.
6. Generate the rule by clicking on the Create rule button.
7. Save and enter a list name.

In the example above, all rules in group 1 and any 2 rules in group 2 need to be satisfied for a corresponding dynamic list to be created.