How to add records to a list through an automation
- You can add specific query builder results to a list and set it to update it either by Minute, Hour, Daily, Weekly, Monthly, or Yearly.
- Add and Remove certain People/Companies from Lists
Step1. Add a List
- You can click on this link to add Lists: Create a List
Step2. Create an Automated Sequence to Add People to a List
Here we are going to add people to a list that matches certain criteria.
- Navigate to Automation-Sequences
- Click on Create
- Provide Details for your Sequence
- "Status", you can set the following statuses for your sequence:
- Select the Date and Time for the sequence to Start
- Leave the Date/Time blank if you want to start immediately when the status is on "Running"
- Set the Automation parameters for the List to be updated
- "Is Ongoing", check to keep automation running that matches the rules
- "Is Process Once". check for each record that matches the rules to only process once
- "Every", set the interval for recurring
- "Interval", select the interval type as either:
- "Sequence end', select the date/time for the sequence to expire or stop. (Take note: leave blank for the sequence to never stop)
Step3. Build a specific Audience with Query Builder
For this, I will use an example: I want to add all People whose payments will get "Disputed"
- Click on the Query Builder
- Configure the Query Builder to Filter only the Disputed Accounts:
- Add a Role that quels to "Accounts" and add another rule where "Is_Active" equals to "Yes"
- Select "Filter By" and choose "Transactions" (By this we want to know which Transactions were disputed)
- Select "Is Disputed" equal to "Yes"
- And click on "Apply Filters" to set the audience.
Step4. Set the Action to update to a List
- In the Action section, click on the Type dropdown and select "List"
- Select the List that you created for all Disputes on People Accounts called "Disputed - People" and select the "Add Users to List" action.
Click on Save for Automation to begin.
Take Note: You can create the exact same Automation to Remove People from a List.