Recipient lists and Smart lists
What are the deals smart list condition options?
There are many options to create deals smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the deals smart list. Deal Record Data This Condition is used to filter deals based on deals record ...
What are the MDF smart list condition options?
There are many options to create MDF smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the MDF smart list. Activities This Condition is used to filter MDF plans based on activities Amount ...
What are the asset smart list condition options?
In the asset smart list, you will find out which Emails have been downloaded by the users based on the condition you use on both lists. This condition will give us the user count of users who have downloaded the Email 4 times and above. There are ...
What are the opportunity smart list condition options?
There are many options to create opportunity smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the opportunity smart list. Account Name This option is used to filter opportunities based on ...
What are the contact smart list condition options?
There are many options to create contact smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the contact smart list. Contact Record Data This option is used to filter contacts based on the ...
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 ...
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. To learn how to create a user smart list, follow the instructions here. User ...
How do I create a Company Opportunity Smart List
Note: Only administrators have the ability to create Company Opportunity Lists. If you do not have access to this feature, contact the administrator at your company, or your Mindmatrix consultant, for more information. Go to Setup > Company Smart ...
How do I assign search filter tags to a user or contact list?
Go to Connections > Lists Use the tabs to navigate to the page with the relevant list type. (The types of lists available will vary depending on your user permissions), and then select the list that you wish attach a search filter to. Click on the ...
How can I create a list that segments users by LMS (courses, curriculum, scorm) activity?
The learning management system in Mindmatrix provides courses, curriculum and scorm based testing and certification for users. In order create lists of users based on their LMS related activities, you can create a user-based smart list to segment ...
How do I create a Company Organization Smartlist?
Go to the Setup tab > Company smart list > Organizations lists. 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 ...
Difference between Recipient List and Smart List
Recipient List - Recipient Lists are simple lists in which you can add any group of contacts with different attributes or actions. - You have to manually add contacts to the recipient lists. - These lists can be added to the drip ...
How do I create a Smart List?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Smart Lists are the tools to dynamically segment your contacts based on their ...
How do I create a subscription list for my marketing campaigns?
Subscription lists are powerful tools you can use to manage your contact database. Using subscription lists, you can: Opt contacts into particular campaigns Allow contacts to unsubscribe from specific campaigns Target contacts with refined lists ...
How do I create a User Smart List?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Who would use this? User Smart Lists are great tools to dynamically segment users based ...
How do I make a list of contacts that filled out a form?
A Smart List is a fluid and dynamic list that is based on conditions or activity. If you’d like to share contacts based on certain conditions, you can use Smart Lists to set automatic sharing of certain contacts that match set conditions or activity ...
How do I add a Contact to a Recipient List?
To access your Recipient List gallery, go to Connections > Contact Lists. 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 ...
How do I toggle a Company Smart List's display setting (from 'Public' to 'Private' or vise versa)? (For Super Admins)
A Company Smart List's 'Display' setting controls whether a list will be automatically visible to all Users within a Company, or only visible to other 'Super Admin' Users. This allows Super Admins to better control User access to Company Smart List ...
How do I create a Contact Recipient List?
Recipient lists are the static lists where contacts are added manually i.e. one at a time or by importing bulk contacts into the desired list. To access your Recipient List gallery, click on My Database > Contact Lists. Note: On the Bridge platform, ...
How can I share Contacts using a Smart List?
A Smart List is a fluid and dynamic list that is based on conditions or activity. If you’d like to share contacts based on certain conditions, you can use Smart Lists to set automatic sharing of certain contacts that match set conditions or activity ...
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 ...
How do I create a Company Contact List?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. When you create a company smart list, all users in your company will automatically have ...