Dynamic Lists

Creating a Dynamic List

1. Navigate to Contacts > Lists.
2. Enter your list name in the Create New List text area.
3. Select Dynamic List for the content type and click Create.
4. Enter an optional description for your list.
5. Select the folder location to store your list if you desire a different location than your default folder.
6. Refresh List on Sending will be enabled by default. This option will refresh the list at the time of send, guaranteeing the most recent subset of contacts. If you do not wish to refresh your list upon send, uncheck this option.
7. Click Continue to save the dynamic list and proceed to the filter step.

Dynamically Adding Contacts

To configure your dynamic filter, click on the green gear icon.

Source Addresses

This function at the top of the page allows you to designate the list(s) that the filter logic will run against in order to populate your list. The All Contacts list is used by default, however, a specific source list(s) can be selected.
To select a source list:

1. Click into the List Selector box.
2. Search for lists using the Search box or locate the list(s) that will be the source for your filter.
3. Click on the list(s) to highlight; multiple lists can be selected.
4. Click Select to confirm your source list(s).

Create the Dynamic Filter

In Selection Criteria, you will build out the rule set used to populate the dynamic list. On the left side of the modal, fields from your System Tables, called Attributes, are listed. The right side of the modal provides the canvas to build and modify the filter. 

Attributes

The Attribute section of the Filter area consists of data fields from a set of predefined System Data Tables. These system tables are:

• Demographics - any data field listed in the All Contacts database.
• Behaviors - consist of several different System Tables that allow you to filter based on actions contacts have taken on an email send.
  • Sent - filter based on emails that have been sent to a contact.
  • Opens - filter based on if a contact has opened or not opened an email.
  • Clicks - filter based on if a contact has clicked or not clicked an email.
  • Bounces - filter based on the bounce status of a contact.
• Membership Status - filter on the Global Optin/Out status or List Membership Status for contacts.
• Other - filter on Domains, Categories, or Platforms used by contacts to view an email.

Select Saved Filters

Select Saved Filters allow you to select a filter that has already been created. If a saved filter is selected, the filter criteria will populate on the Define Filter area. You can then edit the filter criteria as needed. To select a saved filter:

1. Click on the Select Saved Filters button.
2. The Select Saved Filter page allows you to locate the filter you will be using.
   1. The most recently created filters are located in the top section.
   2. All saved filters will populate at the bottom section of the page.
   3. The search option will allow you to search through all saved filters. If searching for a filter, your search results will appear in the bottom section.
3. Select the filter name you would like to use and click Done to add it to your Filter canvas.

Define Filter Criteria

To create filter criteria, drag a data field from the Attribute options on the left side and drop it onto the Define Filter area. Once added to the canvas, you can then define the values for each field using the following operators:

You can also combine the different filter conditions together with AND/OR logic operators. The AND/OR logic operators are located on a button on the far-right side of the Define Filter area. By default, the logic operator will be an OR. To change the logic operator, click on the grey button.

You are also able to save your filter to use again, by checking the Save Filter As option and providing a name for the filter. The saved filters can be found in the Saved Filters option under Contacts.

Adding Suppression Criteria

Suppression Criteria allows you to build out filter logic that will be used to suppress contacts from your list. The process to build out Suppression Criteria is the same as building out filters but the contacts who meet the filter logics will be excluded. To define the Suppression Criteria:

1. Click on Suppression Criteria arrow to expand section.
2. Within the Suppression Criteria section, check the box for Suppress Address by Profile.
3. Once selected, the Define Filter section will open.
4. Build out the filter logics, same as before, by dragging data fields from the Attributes section to the Define Filter area.

Seed Addresses

Seed Addresses are lists of contacts that should be included in the list regardless of the filter criteria or the suppression criteria. The Seed Addresses will be merged into the dynamic list when the list of contacts is generated. To include Seed Addresses:

1. Click into the Browse List box.
2. Search for lists using the Search box or locate the list(s) that will be the source for your filter.
3. Select the list(s) by clicking them with the mouse; the list(s) will remain highlighted.
4. Click Select to add selected list(s) to your dynamic list.

Remove Global Opt Out

The Remove Global Opt Out option will exclude those contacts who have been globally opted out from your list. Click on the Remove Global Opt Out box to enable this option.