Dynamic Lists

To send targeted mailings, we recommend that you create Dynamic lists. You can add filters to a Dynamic list. The contacts that meet the criteria set in the filters will be added to the list. It is possible to add filters based on demographic, geographic and personal data. These filters will, of course, only work if you have collected and imported these types of data.

Getting started

In the overview screen the tab Dynamic lists is already opened. You will see the following:

From this screen you can:

Manage and edit folders
Create new folders by clicking the plus symbol next to Folders or sort folders by clicking the double arrow symbol. Would you like to edit already existing folders? Open the Editing menu by pressing the round symbol. Would you like to know more about the options offered by this editing menu? Go to Editing menus for folders and dynamic lists.

Manage and edit dynamic lists
Manage and edit existing dynamic lists via the editing menu that you can open by clicking the round symbol that is lit up at the right side of your screen. Would you like to know more about the possibilities of this editing menu? Go to Editing menus for folders and dynamic lists.

Selecting and moving multiple dynamic lists
Select multiple dynamic lists by checking the boxes in front of the lists. In the upper right corner, you will see a round symbol with an arrow become highlighted which can be used for opening the editor menu for Dynamic lists. In front of this button you will see the number of selected lists.

When you click on the button, the following editing menu will be opened:

Via the Move function you can move the selected lists to one of the existing folders.

 

Sorting the columns Name and Change date Hover your mouse cursor over the titles of the column names in the Dynamic lists screen. You will see two arrows light up next to the column names Name and Date modified. This allows you to sort contacts alphabetically, by size and by the date they have been added descending or ascending.

 

Editing menus for folders and dynamic lists

In Dynamic lists you can open the following three drop-down menus:

1. The drop-down menu for folders by clicking on the round symbol with the highlighted arrow that appears when you hover your cursor over the folders.
2. The drop-down menu for dynamic lists by clicking the round symbol with the arrow that lights up when you hover your mouse cursor over your dynamic lists.
3. The dropdown menu for dynamic lists can also be found in the upper right-hand corner of your screen when you tick the checkboxes of multiple dynamic lists.

The menus look like this:

Explanation of the functions in the Editing menu Folders

Rename	Change the name of your lists folder
Delete	Delete your lists folder

 

Explanation of the functions in the editing menu Dynamic lists

Edit	Edit the properties of your dynamic list.
Open editor	Edit your target audience filters of your dynamic list straight away. Need help? Go to Editor dynamic lists.
Export	Export the contacts from your dynamic lists as CSV.
View	Preview the contacts that are part of your dynamic list.
Rename	Change the name of your dynamic list.
Duplicate	Duplicate your dynamic list.
Move	Move your dynamic list to a folder.
Delete	Delete your dynamic list.