What are the organization smart list condition options?
There are many options to create
organization smart lists in Mindmatrix. Below outlines the options available
for the condition filters within the organization smart list.
To learn how to create an organization smart list, follow
the instructions here.
· Organization Record
Data:
This condition is used
to filter organizations based on organization record data. (Such as what is
found in the organization profile.
All of the organization default fields are
included in the options within the user record data including:
· Organization Name
· Address
· City
· State
· Country
· and more!
· Organization Additional
Data:
This condition is used to filter organizations
based on their organization record data in custom fields.
All of the organization custom fields are included in the options
within organization additional data. For example, if you've setup SSO or CRM
integration with custom organization fields, they will display here.
· Organization User
Engagement Status:
This condition is used
to filter organizations based on the user activities performed in the selected
timeframes.
o Active Contact Status
o Asset Used Status
o Contact Status
o Drip Campaign Created Status
o Drip Campaign Running Status
o Email Activity Status
o Lead Generated Status
o Login Status
o Media Activity Status
o Media Created Status
o Opportunity Status
o Playbook Activity Status
o Social Drip Campaign Created Status
· Organization User
Activities: These conditions are
used to filter organizations based on the activities their users have performed
in the system including:
o AddOnActivated
o AddOnActivatedOn
o Asset Used On
o ChromeExtensionDownloaded
o ChromeExtensionDownloadedOn
o CRMActivated
o CRMActivatedOn
o DealRegisteredOn
o Email Sent On
o EmailNotificationEnabledOn
o EmailSentFromOutlookPlugin
o EmailSentThroughChromeplugin
o FirstLoginDate
o GmailActivated
o GmailActivatedOn
o IsEmailNotificationEnabled
o LastAcceptedToS
o LastAssetUsedOn
o LastContactActivityOn
o LastEmailSentOn
o LastLeadGeneratedOn
o LastLoginDate
o LastMediaActivityDoneOn
o LastMediaCreatedOn
o LastOpportunityCreatedOn
o LastPlaybookActivityDoneOn
o Logins
o OutlookPluginDownloaded
o OutlookPluginDownloadedOn
o Playbook Activity Done On
o SocialMediaActivated
o SocialMediaActivatedOn
o SocialPostpublished
o TotalActiveContacts
o TotalAssetUsed
o TotalDealsRegistered
o TotalDollarAmount
o TotalEmailSent
o TotalLeadGenerated
o TotalLeadShared
o TotalLogins
o TotalMediaCreated
o TotalOpportunityCreated
o TotalPlaybookCreated
o UserProfileImageUploaded
o UserTitleCompleted
· Organization(s) with
Channel Manager:
This condition is used
to filter the organizations which contain the selected user(s) as a channel
manager.
· Organization Group:
This condition is used to filter organizations of the selected
organization group(s).
· Collateral Activity:
This condition is used to filter organizations based on the asset
activities done by their users.
o Email
o Web
o Print
o Dataroom
o Powerpoint
· Forms:
This condition is used to filter organizations based on the
following form activities performed by their users.
o Any Form Completed
o Specific Form Completed
o Specific Form Incomplete
o Specific Form Filled Count
· Drip Campaigns:
This condition is used to filter organizations based on the
following drip activities performed by their users:
o Any Drip Campaign Completed
o All Drip Campaigns Completed
o Specific Drip Campaign Completed
o Specific Drip Campaign Not Completed
o Not Subscribed to Any Drip Campaign
o Subscribed but not in Running Drip
o Subscribed Drip Campaign Count
· Social Media:
This condition is used to filter organizations based on the
following social media activities performed by their users:
o Facebook
o Twitter
o LinkedIn
o Blogger
o All
· Certifications: This condition is used to filter organizations based on their
users' certification stats.
o Passed
o Failed
o No of Attempts
o Total Time Taken (in minutes)
o Highest Score
o Last Attempted
o Last Attempt Time Taken (in minutes)
· Opportunities:
This condition is used to filter organizations based upon the
selected opportunity type data.
· External Tracking:
This condition is used to filter organizations with respect to
activities performed by the user i.e, no. of times a link is clicked, link is
not clicked.
o Trackable Links
o External Sites
· User Created By:
This condition is used to filter organizations which contain the
users created by the selected user.
If the “AdminUser” option is selected, then organizations which
contain the users created by the super admins are filtered.
· Playbooks:
This condition is used to filter organizations based on the
following playbook types performed by their users:
o Marketing Playbook
o Onboarding Playbook
o Sales Playbook
· Lists:
This condition is used to filter organizations which contain users
that are part of the selected list.
o Subscription Lists
· MDF:
This condition is used to filter organizations based on the
following Marketing Development Fund (MDF) related activities performed by
their users.
o MDFFundPlanExpiresOn
o MDFFundPlanName
o MDFFundsCreated
o MDFFundsCreatedOn
o MDFFundsReimbursed
o MDFFundsReimbursedOn
o MDFRequestApproved
o MDFRequestApprovedOn
o MDFRequestCreated
o MDFRequestCreatedOn
o MDFRequestReimbursed
o MDFRequestReimbursedOn
o MDFRequestRejectedOn
· Incentives: This condition is used to filter organizations based on incentives
& rewards activities their users have performed.
o RedeemRequest
· Learning Management: This condition is used to filter organizations based on learning
management (LMS) activities their users have performed.
o Course
o Curriculum
o Scorm
· 2FA Login: This condition is used to filter organizations based on 2 factor
authentication (2FA) login their users have performed.
· User Login Origin: This condition is used to filter organizations based on the origin
of their user creation.
o Unknown
o Web
o SSO
o SAML
o SFDCSSO
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