Add to List is a Campaign Action that can be dragged into the campaign workspace for use in any campaign flow. When campaign members reach this Action, the campaign member will be added to a specified static list according to rules set by the campaign creator.
Upon being added to a list, the prospect:
1. Remains a member of any applicable previous lists.
AND
2. Becomes a member of the list specified in the Action.
AND
3. Becomes a member of any active campaign associated with the list specified in the Action.
AND
4. Continues through the campaign flow as designed.
NOTE - A prospect that is added to a list that is associated with a campaign with which they have already participated will not repeat the same campaign again.
An Add to List Action will not work until you configure the Action's Properties. In Properties, you will be able to specify the Default Option as well as additional Options that will determine how Add to List behaves for different qualified prospects.
With just a Default Option configured, whenever campaign members reach Add to List in the campaign flow, they will automatically be added to the specified default list. After they are added, the prospects will immediately be released from the Action to continue through the campaign flow.
To configure the Default Option:
- Drag Add to List into the Campaign Flow of your choice.
- Double-click to open the Action's Properties.
- Next to Add prospect to list, use the drop-down menu to select the list to which prospects should be added when this Action is reached.
- When finished, click Apply to retain your configuration settings.
Along with the Default Option, you can also configure additional Options which can dictate how the Action will behave for different groups of prospects.
NOTE - When additional Options are used, the Default Option may be disabled by clicking on 'do the following' which will change to 'release the prospect from this action without adding to a list'.
To configure an additional Option:
- Drag the Add to List Action into the campaign flow of your choice.
- Double-click to open the Action's Properties.
- Click on Add a Rule.
- Next to IF, click on Add Condition to choose the criteria for the Action to match on.
- Next to THEN, use the Add prospect to list drop-down menu to select the list to which matching prospects should be added when this Action is reached.
- Repeat steps 3-5 to configure additional Options as needed.
- When finished, click Apply to retain your configuration settings.
With additional Options in place, prospects that reach Add to List in the campaign flow will be evaluated by their prospect details (field data and activity history) against the criteria of the additional Options. Upon evaluation:
If a campaign member matches one or multiple Options within one Action, the rule for the first matching Option will be applied. The prospect will automatically be added to the specified list and be immediately released from the Action to continue through the campaign flow. Any other matching Option rules will NOT be applied.
OR
If a campaign member does not match any Option while the Default Option is ENABLED, the prospect will automatically be added to the list specified in the Default Option and will immediately be released from the Action to continue through the campaign flow.
OR
If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will not be added to a list and will immediately be released from the Action to continue through the campaign flow.