How to create user smart lists based on user activity or usage (For Channel Program Admins)?

If you are a channel manager admin, you can utilise the user smart lists to identify your top and lowest performing partners. This can enable you to send these partners user-based email campaigns to encourage further adoption of your program and tools in your Mindmatrix driven partner-portal.

Posted by The Team at Mindmatrix on 16 August 2017 05:17 PM

To create a user smart list, go to Connections > User Smart Lists. User Smart Lists Folder To create a new User Smart List, click 'Create'. User Smart List Create Button Enter the name and description of your User Smart List. Then click "Next": User Smart List Info Tab   Next, select your conditions for the filter in the user smart list from the drop down. To create a user smart list based on user internal system activity or usage, select "Users Record Data". User Smart List Conditions Tab     The following conditions are available under 'Users Record Data' for internal system activity or usage based filters: Active Contacts Level (ActiveContactsStatus) - Contacts within the users account Asset Usage Level (AssetUsedStatus) - Assets (Print 'PDF' Assets) customized or generated by the user Email Engagement Level (EmailActivityStatus) - Emails sent by the user Login Status (LoginStatus) - Logins completed by the user   You can then select the following options: Hot - Completed within 24 hours High - Completed within the past 7 days Medium - Completed within the past month Low - Completed within the past 3 months Not sure - Completed over 3 months ago Inactive - No activity completed   In this example, we have generated a User Smart List for Users that have sent an email within 7 days. User Smart List Advanced Tab

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