How do I create a list that segments Users by Engagement Status for a given activity? (For Channel Program Admins)
User Smart Lists are great tools to dynamically segment users based on their attributes or actions. You can also use Smart Lists to send notifications to other Users or to yourself.
If you are a channel manager admin, you can utilize 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.
For more information on how to access the "Conditions" section of a User Smart List editor, (or create or edit a User Smart List in general), see How can I create a "User" Smart List?
In "Conditions" section of the User Smart List Editor, click on the "Create New Filter For Smart List" and select "User Engagement Status";
Select a specific action/activity/metric.
A partial list of popular selections for User engagement metrics:
- ActiveContactsStatus - Average interest/engagement level of Contacts belonging to this User
- AssetUsedStatus - Frequency of asset use/activity
- EmailActivityStatus - Frequency of email use/activity
- LoginStatus - Frequency of User logins
- ...and so on...
A user may filter based on the frequency of these and other activity types.
For a complete list of all User Engagement Status, and the measurement criteria for each, see How Engagement status is calculated in a User Smart List
When you have made your selections, click on the blue "Add" button.
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