Adding Prospects to Dynamic Lists

Dynamic List Rules are used to set the criteria that a List will filter Prospects by. For instance, if you need a list that contains only customers from Australia, you would create a rule that would add any Prospects with their country set to Australia to the List automatically.

Dynamic List Rules can only be used with dynamic Lists. Prospects can be manually added to static and email test Lists, but dynamic Lists can only add Prospects through rules.

To add Dynamic List Rules:

  1. Go to Lists. Select the List you want to add rules to.
  2. Open the Prospects tab. Click Edit List Rules.List_rules_3.png
  3. Click Add New Rule. Use the fields to set your List criteria. Click Add.
    List_rules_1.png
  4. When you've finished adding rules, click Save Rules.
    List_rules_2.png

The list will be updated with any matching Prospects. Refresh the page to see the results.

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