This article covers the following topics:
Overview
Audiences are decoupled as reusable ‘Lists’. You can create a list of candidates separately and use it when building an audience for your Journey.
There are three statuses on the lists.
- Draft - The list is only viewable to the person who has created it
- Published - A published list that can be used in any journey
- Live - A list that is actively used in a Journey
Lists are available and can be created in the “People” tab.
What's Covered
[A] The Dashboard
[B] View/Edit the Existing List
[C] Create a New List
[A] The Dashboard
[1] Navigate to the 'People' tab. Click on 'Lists'.
[2] The dashboard showcases the List Name, Count, Focus Entity, Mapped Journeys, Status, and Created by (Security Group).
- List name: Shows the name of the list.
- Count: Shows the total number of candidates attached to the list.
- Related entities: Shows the associated entity type with a list.
- Mapped Journey: Number of journeys using this list.
- Status: Status of the list; either “draft”, “published”, or “live”.
- Created by: Owner of the list.
[3] You can filter the dashboard by the entities or status, or simply search with the list name to find your list.
[4] You can sort the list by List Name (alphabetical order) or Count (increasing/decreasing).
[5] You can select multiple lists and perform bulk actions such as 'Publish Drafts'
[6] Click the three-dot option to 'View Details' or 'Duplicate as New' in the selected list.
If you click the three-dot option for the Published status list, you can perform 'View Details' 'View/Edit Rules', or 'Duplicate as New' to the selected list.
[B] View/Edit the Existing List
View the List
[1] Click on the 'List Name' to view or edit the list.
- List Details: Shows the List Name, Audience Type, Associated Entities, Associated Journeys, and Created by information.
- Rules Details: Shows all the added rules to the list.
- Total Members: Shows the total members of the list. It includes the Member/Candidate's Name, Primary Email ID, and Primary Phone Number.
[2] Scroll down, and click 'Export List' to download the list data in CSV format.
Edit the List
You can edit the lists of statuses like draft and live.
[1] Click on the 'List Name' to view or edit the list.
[2] Click 'Edit Details' to edit the list name.
[3] Click 'Edit Rules' to edit the list of rules. You can add new rules or delete the existing ones.
NOTE: You can not edit the rules of the list under Live status.
[C] Create a New List
[1] Click on the '+ New list'.
[2] Fill in the name of the list. Select the 'Target Audience' and 'Lifecycle Stage'.
You can create rules either from "Scratch" or "Copying from existing lists" options.
Creating a list from scratch:
[a] Select 'Create rules from scratch' and click 'Next'.
[b] Click 'Add rule' to proceed to the next page.
[c] You can filter the variables with the use of 'Entities type' or from the 'Search Box'.
[d] Add the required rules and click 'Add'.
NOTE: You can add multiple rules one after the other. Click 'Add more conditions' to add more rules to your list.
You can also use OR/NOT block and ABT features to add rules to create audiences for your list.
[e] After adding all the rules, click 'Next' to proceed. Review the added rules and click 'Publish'.
Copy rules from existing lists
[a] Select the 'Copy rules from existing lists' option and click 'Next'.
[b] Use the 'Search Box' to search for a specific list. Select the list and click 'Next'.
NOTE: If you want to change the existing rules, click 'Edit Rules' to add new variables.
[c] Review the added rules and click 'Publish'.
NOTE: You can copy rules from multiple lists.