What are the user smart list condition options?

What are the user smart list condition options?


There are many options to create user smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the user smart list.


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To learn how to create a user smart list, follow the instructions here.


  • User Record Data:
    This condition is used to filter users based on user record data. (Such as what is found in the user profile.)

    All of the user default fields are included in the options within the user record data including:
    • First Name
    • Last Name
    • Email Address
    • Title
    • Address
    • City
    • State
    • Country
    • and more!
       
  • User Additional Data: This condition is used to filter users based on user record data in custom fields. All of the user custom fields are included in the options within user additional data. For example, if you've setup SSO or CRM integration with custom user fields, they will display here.

 

  • User Contact Custom Data: This condition is used to filter users based on user contact custom data.

    For example, if you are using a new user registration form to approve users' access into the system, the form fill will be added as a contact with your custom form fields.

    Once converted into a user after access is approved, those fields are now accessible in the user smart list "user contact custom data" condition options.

 

  • User Activities: These conditions are used to filter users based on the activities they 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

 

  • User Engagement Status: This option is used to filter users based on the activities they have performed in select 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

o   Social Drip Campaign Running Status

 

  • Organization Record Data: This condition is used to filter users based on their organization record data. (Such as what is found in their organization profile.)  All of the organization default fields are included in the options within the organization record data including:
    • Organization Name
    • Address
    • City
    • State
    • Country
    • and more!
  • Organization Additional Data:
    This condition is used to filter users 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.

 

  • User Group: This condition is used to filter users that are a part of selected user group(s).

 

  • Organization Group:
    This condition is used to filter users that are within an organization that is a part of selected organization group(s).

 

  • Collateral Activity: This condition is used to filter users based on asset activities they have performed.

o   Email

o   Web

o   Print

o   Dataroom

o   PowerPoint

 

  • Forms: This condition is used to filter users based on the following form activities performed by the 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 users based on the following drip activities performed by the 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 users based on the social media activities performed by users.

o   Facebook

o   Twitter

o   LinkedIn

o   Blogger

o   All

 

  • Uploaded Document: This condition is used to filter users based on the count of documents uploaded.

 

  • Certifications: This condition is used to filter users based on their 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 users based on the selected opportunity type data.

 

  • External Tracking: This condition is used to filter users with respect to activities performed by the user i.e, no. of times a link is clicked, link is not clicked, link is not clicked.

o   Trackable Links
o   External Sites


 

  • User Created By: This condition is used to filter users which are created by the selected user. If the “AdminUser” option is selected, then users which are created by the super/site admin are filtered.

o   Admin users

 

  • Playbooks: This condition is used to filter users based on the completion status of the selected playbook.

o   Marketing Playbook
o   Onboarding Playbook


o   Sales Playbook


  • Lists: This condition is used to filter users which are part of the selected list.

o   User Recipient Lists

o   Subscription Lists

 

  • MDF: This condition is used to filter users based on Marketing Development Fund (MDF) request/reimbursed status.

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 users based on incentives & rewards activities.

o   RedeemRequest

 

  • Learning Management: This condition is used to filter users based on learning management (LMS) activities.

o   Course

o   Curriculum

o   Scorm

 

  • 2FA Login: This condition is used to filter users based on 2 factor authentication (2FA) login.

 

  • User Login Origin: This condition is used to filter users based on the origin of their user creation.

o   Unknown

o   Web

o   SSO

o   SAML

o   SFDCSSO
  1. A new condition, "Member of Organization," has been added to the user smart list. This feature allows you to filter users based on their organizational membership status. You can easily apply this filter on the condition page by selecting either 'Yes' or 'No.'


Feature Update / Overview
New conditions have been introduced in the User and Organization Smart Lists, allowing users to filter and segment based on their email and social drip campaign status. With this update, users can now:
  1. Filter based on whether a campaign has started or stopped.
  2. Refine segmentation using specific dates for better tracking and engagement analysis.

1. Filtering Users Based on Drip Campaign Activity

  • The User Smart List now allows filtering based on whether a user has started or stopped an email or social drip campaign.

  • This enhances targeting accuracy for follow-up communications and engagement analysis.


Steps to Apply Drip Campaign Conditions in User Smart Lists:

  1. Go to User Smart Lists.

  2. Click Add Condition and select "Email or Social Drip Status".

  3. Choose from the available options: started or stopped.

  4. Apply filters and save the Smart List.



  • Users can now filter partner users based on their percentage completion of LMS courses.

  • The Select Asset dropdown allows filtering by:

    • Any Course

    • Any Curriculum

    • Any SCORM


Steps to Apply LMS Conditions in User Smart Lists:

  1. Go to User Smart Lists.

  2. Click Add Condition and select "LMS Completion Percentage.".

  3. Choose Any Course, Any Curriculum, or Any SCORM.

  4. Define the completion percentage criteria.

  5. Apply the filters and save the smart list.











This feature allows organizations to track learning engagement and segment users based on training progress.

Info
Overview: How to Configure Incentive-Based Conditions for User and Organization Smart Lists
A new condition called Incentives Earned has been added to the User Smart List. This feature allows you to filter users based on various incentive-related criteria.

Key Benefits

  • Targeted Filtering: Easily pinpoint users who meet specific incentive conditions.

  • Improved Tracking: Identify and report on user-level incentive-based performance.

  • Flexible Segmentation: Group or sort users by who has met (or not met) certain incentive milestones.

How to Apply the “Incentives Earned” Condition

  1. Open Your User Smart List: Navigate to the User Smart List section in your system.

  2. Select “Incentives Earned”
    Find the Incentives Earned condition in the list of criteria.

    • Add it to your Smart List.

  3. Define Your Criteria

    • Specify the thresholds or rules under the Incentives Earned section.

    • Click Save to confirm your settings.



With this condition in place, you’ll have a more precise way to segment users, streamline reporting, and manage performance tied to incentives.


InfoUser Smart Lists - Deal Registration Conditions User Smart Lists have been enhanced with new Deal Registration-based conditions, allowing administrators to create and filter user lists using deal-related data. This enhancement provides greater flexibility in segmenting users based on their deal registration activities, enabling more targeted marketing campaigns, reporting, and automation workflows.

 

How to Access Deal Conditions

  1. Navigate to User Smart List (installurl/#connections/lists) and click on the Create User Smart List tab, then click the Create button.

  2. Go to the Conditions tab and click the condition dropdown.

  3. Search for Deals in the dropdown menu.

  4. Select Deals to view all available deal-related conditions.

 

Available Deal Conditions

The following options are now available under the Deals condition:

  • Deal Record Data

    • Displays all fields used during deal registration.

    • Enables filtering users based on specific deal form field values.

  • Deal Status

    • Allows filtering users based on the status of their deal registrations:

    • Approval Needed

    • Approved

    • Rejected

    • Converted to Opportunities

  • Deal Created By

    • Enables filtering users based on who created the deal:

    • User

    • User of a User Group

    • User of an Organization

    • User of an Organization Group

 

Benefits

  • Provides deeper visibility into user engagement with deal registrations.

  • Enables targeted user segmentation based on deal activity and outcomes.

  • Supports advanced automation, reporting, and campaign use cases.


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