Include and Exclude Lists in Workflows and Journeys

You can include or exclude multiple lists to create an audience for your Workflows or Journey. This allows you to combine two or more lists of audiences into one workflow or journey and reuse the available Lists.

Only lists associated with the chosen focus entity will appear, showing data specific to that entity.

For example, previously, if you had two lists (such as Candidates from two different regions), you would have to send emails to them separately.

Now, if you want to email them with the same information, you can attach multiple lists in the same workflow, there is no need to create another list. You can use the lists simultaneously.

Attaching a list in Workflows

Here is how you can add lists in Workflows:

1. Navigate to Workflows > click Create Workflow > fill in the details > Save and Proceed.
2. You can either select Create from scratch, Reuse an existing list, or Do later. When you select Do Later, the list won't be attached, and you'll have to attach the list from the Audience list button.
3. Click Add Candidate list(s). You can either use an existing list or create a list from scratch.
   1. Create from scratch: Refer to this guide on how to create a list.
   2. Reuse the existing list: You can include or exclude existing lists from the journey.
      

      

Attaching a list in Journeys

Here is how you can add lists in Journeys:

1. Navigate to Journeys > click Create New Journey > fill in the details > Save and Proceed > select Reuse the existing list > Next.
2. Click Add Candidate list(s). You can either use an existing list or create a list from scratch.
   1. Create from scratch: Refer this guide on how to create a list.
   2. Reuse the existing list: You can include or exclude existing lists from the journey.
      
      

You can click Include lists to add lists or Exclude lists to exclude the lists from workflows or journeys.