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Creating Rules-Based Lists with Campaign Attributions

Article: 000050490
Updated: July 16, 2024

You can create a list that shows all leads who are attributed to a specific campaign (or a group of campaigns), including leads where the campaign is not the primary campaign.

This article will provide information on how to create rules-based lists with campaign attribution.

Article Contents


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


Campaign Assignment

You can create a dynamic list with campaign attribution. To create campaign attribution lists, do the following:

  1. Click Lists in the left toolbar.

    Creating Rules Based List Campaigns

     

  2. Create or edit a rules-based list. 
  3. Add an initial or additional rule.
  4. Select is assigned to campaign, located under Campaign.

    Rule actions
     
  5. Select the desired campaign from the Select campaign drop-down menu.
  6. Click the Include other campaigns checkbox.
  7. Click Save.

    Creating Rules Based List Campaigns

     

 

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