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 a Source List

Source Lists can be added to your automated program before it starts to determine which contacts will be added to the program when it runs.

  1. Navigate to Automation > Automated Programs
  2. Hover over the plus sign icon, then click New Automated Program
  3. Click the General Settings tab
  4. In the Source Lists section, click + Add List
  5. Select one or more lists from Lists & Segments
  6. Click Submit
    • To remove a list item from Source Lists, click the trashcan icon
  7. Click Save

Note: In the Lists & Segments tab of your dashboard, you can view the lists or segments associated with your program, add or subtract lists, and preview contacts in each list.

Add an Early Exit List

Any list or segment can be used to create an Early Exit List, which suppresses specific contacts from going through your automated program. You can view the total number of Early Exits from your automated program by going to the Overview tab on its Dashboard.

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

  1. Click the Early Exits tab in your program dashboard
  2. Click +Add Condition
  3. Select If Prospect Is In from the first dropdown menu
  4. Select Click to Add New List/Segment To The Program from the next dropdown menu
  5. Select Just exit contact from the program
    • You can also Append contact to list or Copy/Update contact into list
  6. Click Submit to save the Early Exit
  7. Click Save the program

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

List Segments for Branching

In addition to Source Lists and Early Exit Lists, segments 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. Go to the Program Flow tab
  2. Click the plus sign to add a new step
  3. Click Branch
  4. Name your new step
  5. Select a condition from the first dropdown menu
  6. Select a list from the second dropdown menu
  7. Click Submit to save the branch
  8. Click Save to save the program

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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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