creating a list from multiple segments

• 

  Marten Hoekstra

  • June 28, 2019 20:14
  Hi,
  
  This should be possible with automated program (AP):
  

  • You should have a list of all your customers in Act-On
  • Create a new AP
  • Branch 'If prospect is In' and select your customer list
    • If they are customer then send the email for customers
    • Exit program
  • Send the email for non-customers

  
  The check if they are client is done on the emailaddress. So this should be available in the Webinarlist.
  You make all the Webinars list the source (you can add more then one).
  Good to know: an e-mailaddress can only go once through an AP. So if somebody viewed more webinars using the same emailaddress they will only go once through the program. If this is not what you want there are two options to fix this.
  
  Hope this helps otherwise send me a message.
  
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  Marten Hoekstra
  Stan and Stacy
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  -------------------------------------------
  Original Message:
  Sent: 05-13-2019 11:29
  From: Anne Mullaney
  Subject: creating a list from multiple segments
  
  Hi,
  We've integrated our GoToWebinar with Act-on to promote/follow-up our webinars. Each month we download the lists of on-demand viewers from GTW and upload them to the corresponding webinar list in Act-on. We've created segments of those on-demand viewers for each webinar.
  
  We'd like to send a promotion to everyone who's viewed a webinar AND is a current client, and another one to everyone who's viewed a webinar AND is not a current client. Ideally, we'd like to set these up as automated programs so that, go forward, these efforts will mail whenever we import new viewers.
  
  We've tried a number of different ways to create these lists, but haven't hit on anything that works. If we could create a list that's made up of multiple segments, we think that would do the trick. Any suggestions on how to do this? Or another workaround?
  
  Thanks!
  Anne Mullaney
  
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  Anne Mullaney
  VP Marketing, Cutter Consortium
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