Lead Gen & CRM
How can we help you?
Search our help articles, video tutorials, and quickstart guides

You've got this. You've got us. Search our Knowledge Base to quickly find answers to your questions.

Creating Rules-Based Lists

Article: 000050333
Updated: October 6, 2023

Lead Gen & CRM allows you to save multiple leads to individual lists. Rules-based lists will automatically set leads as members of those lists when they meet specific preset criteria.

This article provides an overview on the options available with lists.


Article Contents

 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Creating Rules-Based Lists

You can create lists to house different contacts. Rules-based lists will add contacts when they meet certain rule criteria.

To create a rules-based list in Lead Gen & CRM, do the following: 

  1. Click Lists in the left toolbar.
  2. Click  cog.png  Options > New List at the top of the page.

    DASHBOARD

     

  3. Enter a name for the list.
  4. Optionally, enter a list description.
  5. Select the folder to add the list to.
  6. Optionally, click the Make this list available in the Contact Manager checkbox.
  7. Click the Rules-Based toggle.
  8. Click Create List.

    Set the list details 
  9. Click Create Rule.

    Create a rule 
  10. Select the desired rule from the list of available rules.
    • Note: When creating lists, be aware that building lists based on Site or Email Actions may have the list contain fewer members than a corresponding email report due to users with cookies or Javascript disabled.
      Select an action 
  11. Configure rule parameters as necessary.
  12. Click Save.
    • Note: Click  trash.png  Remove to remove rules or groups.
      Set the rule paramaters and save

 

Creating Custom Field Rules-Based Lists

You can create rules-based lists that operate on logic from custom fields.

To create a custom list, do the following:

  1. Click Lists in the left toolbar.

    DASHBOARD

     

  2. Create or edit a rules-based list.

    Create or edit a list 
  3. Configure an initial or additional rule.

    Add a rule 
  4. Select has the field, located under Lead.

    Select has the field 
  5. Select the desired custom field from the Select Field drop-down menu.
  6. Configure custom field parameters as necessary.
  7. Select exactly from the variable drop-down menu.
    • Note: Rules-based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
  8. Click Save.

    Set the datails

 

Adding Additional Rules

Rules-based lists can have several rules.

To add additional rules to rules-based lists, do the following:

  1. Click Lists in the left toolbar.

    DASHBOARD

    Create or edit a list.

    Create or edit a list 

  2. Click Add Rule.

    Add a rule 
  3. Select the desired rule from the list of available rules.

    Select a rule 
  4. Configure rule parameters as necessary.
    • Note: Click  trash.png  Remove to remove rules or groups.
  5. Click Save.

    Set rule parameters


Adding Rule Groups

Individual rules can be placed together in rule groups. 

To add rule groups to lists, do the following:

  1. Click Lists in the left toolbar.

    DASHBOARD

     

  2. Create or edit a list.

    Create or edit a list 
  3. Click Add Group.
    • Important: Lists have a limit of 100 rules per rule group.

      Add a rule group 
  4. Select the desired rule from the list of available rules.

    Select a rule 
  5. Configure rule parameters as necessary.
    • Note: Click  trash.png  Remove to remove rules or groups. 
  6. Click Save.

    Set the rule parameters


Configuring Rule Logic

You can configure how rules work together in lists by using basic logic operators. Lists can be set to operate if a single rule is true, if a collection of different rules are true, or if all rules are true. This logic can be applied to individual rules or across entire rule groups.

To configure rule logic in rules-based lists, do the following:

  1. Click Lists in the left toolbar.

    DASHBOARD

     

  2. Create or edit a list.

    Create or edit a list 
  3. Add additional groups and rules as necessary.
    1. Note: Click  trash.png  Remove to remove rules or groups
      Add a rule or rule group 
  4. Select All or Any from the All Groups: When...of the following is true drop-down menu.
  5. Select All or Any from the Group #: When...of the following is true drop-down menu for each individual group.
  6. Click Save.

    Configure the settings

 

Additional List Features

There are other features and options available to lists. Refer to the following articles for more information on options available to rules-based lists:

 


Did this article answer your question?


Constant Contact Logo

Copyright © 2025 · All Rights Reserved · Constant Contact · Privacy Center