The Add to List action is used in Campaign Automations to add a participant (Lead or Contact) to a static-type marketing list. Actions can be added to the canvas individually, or they can be included within Series blocks. To learn more about Series and Actions, read this article.
- Learn how to add an Add to List Action to a Campaign Automation
- Learn how to set up an Add to List Action's properties
Add the Action to a Campaign Automation
To add an Add to List Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.
Once the action has been added to the canvas, click on it and you will see the right panel change to show the properties of this action.
Display Name (required): The display name is entered by default, however you can change the display name to anything you like.
Add participant to the following list (required): Use the lookup field to select the list you want to add the lead/contact to.
NOTE: Please keep in mind that if you are going to have both lead and contact entity records running through the same campaign automation and want to add these leads and contacts to a marketing list, you will need to include two separate Add to List actions. In one action, select a static-type marketing list for leads, and in the other action select a static-type marketing list for contacts.
Note: A note is an optional field for any details that need to be written about the action.
|Feature Added: November 2015|
|Feature Updated: 8.7|
|ClickDimensions Version Needed: 7.0|