1. The User Smart List now also includes conditions related to the Events Calendar, allowing you to filter users based on their interactions with events. To use this feature, follow the steps below:
   

1. In the Conditions tab, choose "Events Calendar" from the filter options.

2. You will be able to select from various conditions such as:

• Events Created On

• Start Date Events

• End Date Events

• Event Title

• Event Location

• Event Attendee, and more.

3. For example, if you want to filter users based on events titled "Event at 3:30", select Event Title, and set the condition to "Contains Event at 3:30."

4. Save the Smart List, and the users meeting the event criteria will be included in the list.

This feature allows for precise user segmentation based on event participation or scheduling.

Key Features of the Action Tab

1. Group Management

• Assign users to any existing user group.

• Remove users from existing user groups.

2. User Information Updates

• Modify and update user details directly from the Action tab.

Visibility of the Action Tab in User Lists

• On the User List page, you can see which lists have the Action tab enabled.

• This quick reference helps you identify where direct actions can be performed without additional steps in Automation Manager.

Benefits:

• Simplified User Management: Perform group assignments and updates all in one place.

• Enhanced Control: Quickly organize or reassign users as your needs change.

• Time Savings: Avoid creating separate workflows for straightforward user tasks.
  

Steps to Enable Email Notifications for Partner Admins

1. Set Up the User Smart List: Create or configure your User Smart List as needed.

2. Access Notification Settings: Navigate to the Notification section within the User Smart List.

3. Enable Email Notifications

• Check the Email box.

• Select Partner Admins from the list of recipient options.

With this feature, Partner Admins will receive crucial notifications, improving visibility and communication across your organization.

Title: How to Automatically Add or Remove Users from Recipient Lists Using a User Smart List

New Features in the Actions Step

Two new tabs have been introduced:

1. Add to User Recipient List(s)

2. Remove from User Recipient List(s)

These tabs appear when the Actions step is enabled during Smart List configuration.

How It Works

1. Create or Edit a User Smart List

• Navigate to: Connections > Lists > User Smart Lists

• Click Create or select an existing Smart List to edit.

2. Set Filtering Conditions

• Define the rules that determine which users should be added or removed.

3. Enable the Actions Step

• On the Actions tab, select either:

• Add to Recipient List(s): Automatically includes users in selected lists when they match the conditions.

• Remove from Recipient List(s): Automatically removes users who no longer meet the conditions.

4. Choose the Recipient List(s)

• Select one or more target User Recipient Lists from the dropdown.

5. Save and Activate

• Once configured, the smart list will evaluate users regularly and perform the add/remove actions based on real-time data.
  
  

Use Cases

• Email Campaign Targeting
  Dynamically build campaign recipient lists by filtering based on engagement, location, user role, etc.

• Lifecycle Management
  Automatically remove users from onboarding lists once they've completed training.

• Compliance Automation
  Exclude users who no longer meet eligibility requirements (e.g., inactive users).
  
  

Benefits

• Automated Segmentation: No more manual list updates—lists evolve as data changes.

• Smart Targeting: Keep your email communications relevant and timely.

• Time Savings: Eliminate repetitive work for marketing and admin teams.

• Improved Accuracy: Ensure users are always in the right communication stream.
  
  

Summary

This enhancement allows you to manage your user audience lists more effectively by automating list membership based on smart list logic. It improves scalability and accuracy for campaigns, alerts, onboarding flows, and more.

Overview

A new enhancement has been introduced in Smart Lists, enabling the use of the “Sent” condition under Collateral Activity. This feature allows you to filter users based on their email-sending behavior, whether they’ve sent any, all, or a specific email template. It empowers marketing and admin teams to build dynamic recipient segments and trigger intelligent workflows with precision.

Where This Applies

• User Smart Lists

• Company User Smart Lists
  
  

This feature can be used in both list types to create rule-based audience groupings.

Steps to Use the “Sent” Condition

• Navigate to Smart Lists
  

• Go to:  Connections > Lists > Smart Lists
  
  

• Create or Edit a Smart List

• Select either a User Smart List or Company User Smart List

• Click Create or edit an existing list.

• Access the Conditions Tab

• Go to the Conditions section of the list.
  
  

• Add a New Condition Under Collateral Activity

• Click Add Condition

• Choose Category: Collateral Activity

• Set the following:

• Collateral Type:

• All Templates (any email template sent)

• Any Template (at least one template sent)

• Specific Template (select from dropdown)

• Activity: Sent

• (Optional) Apply additional filters like time range or user role.
  
  

• Save the Smart List
  Once configured, save the list. It will now dynamically include only users who have performed the Sent action matching the criteria.

Examples of Usage

• Track Specific Campaign Engagement

Create a smart list of users who have sent a particular newsletter or outreach email using a specific template.

• Segment Based on Email Activity

Group active users who have sent any email in the past 30 days. Use this to refine CRM views or dashboards.

• Trigger Conditional Automation

Use this smart list as a trigger in automation workflows — e.g., send follow-up reminders only to users who have not sent the required emails.

• Internal Usage Monitoring

Monitor which internal team members have actively used marketing templates to reach out to contacts or partners.

Benefits

• Behavior-Driven Targeting: Focus only on users engaging with email templates.
  

• Smarter Automations: Align workflow logic with user behavior for better outcomes.

• Improved Reporting: Understand user performance in outreach campaigns.

• Save Time: Remove the need for manual checks—lists update automatically.

Conclusion

This enhancement introduces a powerful filtering condition that helps track user engagement with email templates. By leveraging the “Sent” condition across Smart Lists, users can build targeted actions and gain insights into user interaction with communications.