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Create a Dynamic List

A rule-based dynamic list automatically adds prospects when they match the criteria and removes them when they don’t.

Required Editions

Available in: All Account Engagement Editions
Account Engagement Administrator or Marketing role
  1. Open the Lists page.
    • In Account Engagement, select Marketing | Segmentation | Lists.
    • In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
  2. Click + Add List.
  3. Name the list.
  4. Select other options as needed.
    1. To use the list for internal testing, select Email Test List
    2. To remove the list from tables and picklists but continue using it for automation, pick an Archive Date.
    3. To make the list available in the Email Preference Center, select Public List.
  5. Select Dynamic List.
  6. Click Set Rules.
  7. Select a match type.
    1. Match All—Prospect must meet all criteria to match.
    2. Match Any—Prospect must meet at least one rule to match.
  8. To add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group.
    Note
    Note Separate criteria with a semicolon (;). The text field has a limit of 255 characters.
  9. To confirm that your dynamic list populates as expected, click Preview.
  10. When you’re ready to populate the list, click Run Rules.