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Creating Rules-Based Lists with Campaign Attributions

Article: 000050490
Updated: November 6, 2025

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 explain how to create a rules-based list 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.
  2. Create a new list or edit an existing rules-based list by clicking its title.



  3. Click Options > Change List Settings. 



  4. Create a rule, or if rules already exist, add a rule.



  5. Select is assigned to campaign, located under Campaign. 



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

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