List Management (mass (Bulk) update of lists)

It is possible to make a mass (bulk) update on a list via an automated campaign. For example, if you want to unsubscribe several leads at the same time.

First step

  1. Select Leads, then Leads/Customers. 

      

    

                      The screen below appears.  

                    

       2. Select List management.

       3. Click Add.

                    The screen below appears

                  

 Second step

4. Create a filtered list defining the list of leads to be updated.

5. Name the filtered list.

6. Choose the attribute for the list filter. In our example, the date of birth and drag it to the left.

7. Enter the attribute details. In our example, the date of birth is smaller (before) September 23rd, 2016.

8. Save.



   Third step

9. Create an automated campaign. Choose the Campaigns / Configure automation campaign menu.

10. Click on Add.

   

The screen below appears.

11. Name the campaign.

12. Indicate a Category.

13. Enter Next.

     The screen below appears.

       14. Click on Lists to choose the filtered list that you created earlier.

15. Click in the check box of the list that you created (for example, filtered list support).

16. Click Next.

        

The following screen appears.

 

17. Click on the Automation tab.

 The following screen appears.

   

18. In the Activities section, choose the Change the lead attribute (x) to (y) activity. Drag it to the left side under Start.

19. Under Lead*, select the field of the lead which will need to be changed (in our example, Unsubscribe).

20. Choose False in the equal field*.

21. Click OK.

22. Click on the Details tab.

 The screen below appears.

       23. Click on Activate to start the campaign.

24. Click on Save and return you to your list of campaigns.

This will change the 'Unsubscribe’ field to false in the selected filtered leads list. Therefore, it is possible to apply a campaign on all lists (static or filtered) or leads and to change an Attribute field of your leads with a mass (bulk) update.