Use Lists and Segments in Automated Programs

  • Updated

There are many different use cases for lists and segments in your automated programs. Some of them include using them as Source Lists, Early Exit Lists, or segments that contain specific contacts that meet certain conditions. 

Essentials to Get Started

  • Have the assets (sources and program messages) for your automated program available before proceeding
  • Your Program must be stopped to make changes
  • Choose between adding new contacts to your program Manually, Immediately, or On a Schedule
    • Choosing Immediately can only be done if you are drawing contacts from a single source list
    • List Segments cannot be updated using the Immediately option

Instructions

Add Source Segments/Lists

Add source segments & lists to your automated program before it starts to determine which contacts are added to the program when it runs.

  1. Go to Automation > Automated Programs & either create a new or edit an existing program.
  2. In the Settings tab, under Contact Sources, click Select Sources.
  3. Select one or more segments & lists.
    • Search is available at the top right.
    • If there are any already selected, their details are shown at the bottom & you can click View selected (bottom left) to view & edit them.
  4. When you have finished, click Submit.

To quickly remove a source, in the Contact Sources area, hover over the source & on the right, click  

Add an Early Exit Conditions

Any list or segment can be used to create Early Exit conditions, which suppress specific contacts from going through your automated program. To view the total number of Early Exits from your automated program, go to Report > Program Performance > Early Exit Contacts datacard.

Method 1: Add an Early Exit Condition in the Journey Builder

  1. In your Automated Program Dashboard, in the Build tab, click Early exits.
  2. Click +Add Condition
  3. Select If Prospect Is In from the first dropdown menu.
  4. From the next dropdown menu:
    • either select the segment or list you want
    • or if the segment/list isn't available, select Click to Add New List/Segment To The Program, add it & then select it.
  5. Select:
    • either Only exit contact from the program
    • or Exit contact AND append contact to segment & select/create the segment you want.
  6. Click Submit to save the Early Exit condition.

To edit or remove an existing Early Exit condition, in the Early Exit Conditions area, hover over the source & on the right, click  

Method 2: Add an Early Exit List in the Classic Editor

  1. Click the Program Flow tab in your program dashboard.
  2. Click +Add.
  3. Select If Prospect Is In under Exit Program Early.
  4. Choose Click to Add New List/Segment To The Program from the dropdown menu.
  5. Select a list or segment.
  6. Under Optional, the default action is set to Just exit contact from the program.
    • You can also Append contact to list or Copy/Update contact into list.
  7. Click Submit to save the Early Exit.
  8. Click Done to save the program.

Use Segments & Lists for Branching

In addition to Source Segments/Lists and Early Exit conditions, segments & lists can be used to make conditional branches in your automated programs. This allows you to direct contacts to different steps depending on whether or not they are present in the list or segment you select.

  1. Either go to Automation > Automated Programs, hover over the program you want & click 
    Or in your Automated Program Dashboard, in the Build tab, click Program flow.
  2. Click AutoProg_04.png Add new step where you want the branch to be in the program.
  3. In the Add New Step dialog, select Branch.
  4. Name your new step.
  5. Select a condition from the first dropdown menu.
  6. Select a list from the second dropdown menu:

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  1. Click Submit to save the branch.

Afterward, you can decide what the next steps will be for a contact that meets or fails to meet the conditions of your Branch step.

FAQs and Troubleshooting

For more information on adding or removing contacts from your automated programs, go to FAQs for Contacts in Automated Programs

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