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leads of a smartlist,how to access using rest api?

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Anonymous
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leads of a smartlist,how to access using rest api?

iam finding that i cannot access smartlist via restapi , but i can see the smart campaigns, how can i find the lead activities of that particular smartlist can someonehelp me ? is there any way with soapapi

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Grégoire_Miche2
Level 10

Re: leads of a smartlist,how to access using rest api?

You cannot use a smart list as a selector for retrieving  leads with the SOAP API. You can only use static lists.

So you will have to create a List and 1 smart campaign to synchronize the list and the smart list.

  1. Create the List First
  2. Create the smart campaign. Triggers are :
    1. "data value changes" for each field involved in the filter of your smart list
    2. Each activity trigger involved as filters in your smart list
    3. Lead is created
  3. The flow steps are
    1. add to list (with a choice, only if lead is a member of the smart list)
    2. remove from list (with a choice, only if lead is NOT a member of your smart list)
  4. Activate the trigger Smart Campaign
  5. Create a batch campaign that selects all members of your smart list and add them to the list. Run it

Depending of the frequency of you API calls, you may also prefer a batch approach, for instance if your API call is made daily. In this case you will need 1 smart campaign that runs before the AOI call :

  1. Target : lead is member of the smart list OR list is member of the List
  2. Flow Steps :
    1. If lead is not member of the smart list, remove from the list
    2. If lead is a member of the smart list, add to the list

You are done.

Then, once you have the list, you will be able to use getMultipleLeads to get the leads and getLeadActivity to get the activities.

-Greg

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4 REPLIES 4
Grégoire_Miche2
Level 10

Re: leads of a smartlist,how to access using rest api?

You cannot use a smart list as a selector for retrieving  leads with the SOAP API. You can only use static lists.

So you will have to create a List and 1 smart campaign to synchronize the list and the smart list.

  1. Create the List First
  2. Create the smart campaign. Triggers are :
    1. "data value changes" for each field involved in the filter of your smart list
    2. Each activity trigger involved as filters in your smart list
    3. Lead is created
  3. The flow steps are
    1. add to list (with a choice, only if lead is a member of the smart list)
    2. remove from list (with a choice, only if lead is NOT a member of your smart list)
  4. Activate the trigger Smart Campaign
  5. Create a batch campaign that selects all members of your smart list and add them to the list. Run it

Depending of the frequency of you API calls, you may also prefer a batch approach, for instance if your API call is made daily. In this case you will need 1 smart campaign that runs before the AOI call :

  1. Target : lead is member of the smart list OR list is member of the List
  2. Flow Steps :
    1. If lead is not member of the smart list, remove from the list
    2. If lead is a member of the smart list, add to the list

You are done.

Then, once you have the list, you will be able to use getMultipleLeads to get the leads and getLeadActivity to get the activities.

-Greg

Anonymous
Not applicable

Re: leads of a smartlist,how to access using rest api?

Thank you greg

Anonymous
Not applicable

Re: leads of a smartlist,how to access using rest api?

Grégoire Michel​ , so we have to create a static list for every smartcampaign right?

Grégoire_Miche2
Level 10

Re: leads of a smartlist,how to access using rest api?

Yes, for each smart list, you will need 1 smart campaign and 1 list.