Re: Move Lead from Program to a Smart Campaign

Anonymous
Not applicable

Move Lead from Program to a Smart Campaign

I need to move around 80 members from 3 seperate programs into 1 smart list that has already been created, is there any way I would be able to do that? Maybe some kind of Flow Step? Please Help! 
2 REPLIES 2
Anonymous
Not applicable

Re: Move Lead from Program to a Smart Campaign

Create a new smartlist with:
Member of program = program name1 OR
Member of program = program name2 OR
Member of program = program name3

In the original already created smartlist, update from ALL or ANY filter logic to ADVANCED. Ommit all X filters. Add a new filter with Member of Smartlist and refer to the new smartlist. Update the filter logic with AND Y outside of the original filters. E.g. (1 and 2 and 3 and 4) and 5.


 
Grant_Booth
Level 10

Re: Move Lead from Program to a Smart Campaign

Hi Diederick,

If filter 5 in your example is the Member of Smart List filter, and they want to add all of those leads in addition to the ones they already have, I believe you actually want OR before the 5:
(1 and 2 and 3 and 4) or 5
Otherwise it would require that all leads qualifying for the parent smart list also be in the new smart list.

Alternatively, you could add the 3 Member of Program filters to your original smart list:
(1 and 2 and 3 and 4) or 5 or 6 or 7