Creating a New List

Table of Contents

• Create List from Scratch
• Copy List from Existing Lists
• Clone block
• Clear all values
• Copy or Download Values

You can create a new list by clicking + New List to get started. 

Here's how to define your list:

1. Name and Focus Entity: Choose a descriptive name and select the focus entity (e.g., contacts, candidates). For example, if the focus entity is placement, you can create a list of placement records.
   
   
   
   
2. Define Audience Rules: There are two ways to define your list rules:

   From Scratch

   Build your rules by adding variables (entity data variables) and setting conditions. You can use AND/OR logic and advanced features like ABT to create complex audience segments.

   1. Select Create rules from 'scratch' and click Next.
   2. If you want to include all the records from the selected focus entity, check the Include all <focus entity> check box.
   3. Click Add Variable to open the variable selector. You can filter the variables by Entities type or search from the Search Box.
   4. Select the variable(s) and click Add Variables. The operators are selected by default, but you can choose the operator of your choice. 
      
   5. Click Add values and type or select from the drop-down(this depends on the variable selected). For example, for a date variable, the Today, Specific Date, and Relative to options will appear. You can also clone a block.
   6. Click Done.
      
   7. You can also use OR/NOT block and ABT-based rules.
   8. Click Next.
   9. Review the added rules and click Review and Publish.
      
      
      
      
   10. If you do not wish to publish the list now, click Save as Draft to save it as a draft.
       
       
       
       

       Copy from Existing Lists

       Use rules from existing lists as a starting point. You can refine these rules further if needed. 
       1. Select Create rules from ‘an existing list’ and click Next.
       2. Select the appropriate list and click Next. You can also use the Search Box to search for a specific list. If the members of your selected list are zero (0), you will not be able to copy the list.
          
       3. If you want to include all the records from the selected focus entity, check the Include all <focus entity> check box.
       4. The rules of the selected list will appear here. You can also edit the existing rules if necessary.
       5. Select the list and click Next.
          
          
          
          
       6. Review the added rules and click Review and Publish. If you do not wish to publish the list now, click Save as Draft to save it as a draft. 
       7. You can publish a draft list by opening it and clicking the Publish button.
          

Clone block

You can duplicate a block by clicking the three-dot menu and selecting Clone block. The block and its variables will be duplicated, and you'll need to add the new values.

Clear all values

You can clear all the selected values at once from the three-dot menu.

Copy or Download Values