How do I create a User Smart List?

How do I create a User Smart List?

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.

For information on how to create a Smart Lists that filters for Contacts rather than Users, see How do I create a Smart List?

Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customizations. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.

1.Go Connections > Lists 



2. Select User Smart Lists > Create 



3.  Add in a Name > "Arrow" icon. 



Optional information fields: 

Description: add any relevant explanatory notes and comments

Filters: add search filter tags

4. Set Conditions under the Conditions tab. Conditions are based on the Filters which tells the system which User account entries should be pulled into your Smart List.
  • Start by selecting a drop-down option under Create New Filter For Smart List, and then making a selection for each subsequent drop menu down that appears. Once you have all criteria for a given Filter, click on the blue Add button. 


  1. Repeat for all Filters that you wish to create. 


For specific examples and applications of Filter Conditions for a User Smart List, see
  1. How do I create a list that segments Users by Engagement Status for a given activity?, or
  2. How can I create a list that segments users by LMS (courses, curriculum, scorm) activity?
Notice that you can create Filter Conditions based on an attribute (user record data) or an action (collateral activity, for example).
  1.  Click on the checkboxes to select the Filter Conditions that you wish to activate, and then click on the "Arrow" icon to move to the next section.  
User Smart List Conditions Options: 
A. Period: The time period for which the list's filter conditions will apply
B. Select/Activate filter conditions. 
C. Advanced: Filter Users based on AND/OR combinations of Conditions. 

Note: In the User Smart List, there are a few additional conditions in 'User Activities'.

Since Days : If we create a smartlist on 12/04 with the below condition > Since Days 90,

Since Days 90 - will pull the users who have logged in, in the past 90 days. This means the users who have logged in between 12/04 and 10/07, these users will be added to the list


Days Ago : If we create a smartlist on 12/04 with the below condition > Days Ago 90,

Days Ago 90 - will pull the users who have logged in before 90 days.
For example - if you create a list today with the condition Days Ago 90, then the users who have logged in before 12/04/2021 will show on the list.

5. In the Notifications and ToDo tab, you can select to receive a notification when a new user meets the set conditions and is added to the smart list.  Click Finish to generate your User Smart List.

 
Notifications and To Do:
A. Recieve email updates
B. Reciew 'To Do' Dashboard Notifications



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