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. To create a new User Smart List, click 'Create'. Enter the name and description of your User Smart List. Then click "Next": 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". 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 In this example, we have generated a User Smart List for Users that have sent an email within 7 days. |