Once you’ve configured your basic list setup, it’s now time to add members to that list. To begin, select the list/campaign you want to configure and then click Members
For Dynamic Lists:records are automatically added or removed from a list based on a pre-defined filter of rule(s) from AutoReach CRM fields
- Add rules and/or rule groups to help you segment all of your CRM records using fields from AutoReach CRM
- The first dropdown field, where it says “Account Status”, is a picklist of all the AutoReach CRM that are filterable
- The middle dropdown field, where it says “equal” is the equation that you’lll use. Ex equal, contains, greater/less than, etc
- The last blank field will be the value that you’re searching for within that AutoReach CRM field
- You can also add additional rules or groups of rules and use the boolean conditions of “And” or “Or” to add some more complex rules
- You can click Preview Lists along the way to get a sample size of what data is being pulled in under the preview section down below
- In order to save your parameters be sure to select Update Rules
The below example shows a list that was created for records that are located in West coast states and have Information Technology titles. Here’s a breakdown of the rules that we created:
- The states that are located on the West Coast of the United States are California (CA), Washington (WA), and Oregon. Therefore we created a group of rules looking for States/Provinces equal to California OR Washington OR Oregon.
- It’s important to highlight that we used the OR function instead of the AND function because a single record can’t be located in all three states at once
- Now we want to look for records that hold Information Technology titles so we create another group of rules that contains Information Technology AND IT (abbreviated version)
- Job titles often include words that specify levels of seniority including VP, Director, Manager, Team Lead, etc. By using the Contains function, we’re able to look for all titles that contain the phrase “Information Technology.” If we were to use the Equals function, we’d have to type all those exact titles out and that can be time consuming
- The last step is to merge these two groups of rules with an AND function:
- (State = CA, WA, OR) AND (Title contains Information Technology, IT)
FAQ: why are no records showing in the preview section?
There could be a variety of different factors that may lead to this but here are some things to double check in your review:
- Did you reference the right field in AutoReach CRM?
- Are you using the right equation field?
- A common mistake in using the “equal” function is that you didn’t search for the correct value? Maybe there was an extra space at the end of the value or a letter was capitalized which you didn’t include
- Did you use the correct Boolean operator: And or OR
Best Practice: a foolproof way in testing your filters is to click the Update Rules button after you create each rule. If a newly updated rule breaks your filters and no records appear, there’s likely an error in your parameters