2 Replies Latest reply on Oct 27, 2014 11:26 AM by Grant Booth

    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! 
        • 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.


           
          • Re: Move Lead from Program to a Smart Campaign
            Grant Booth

            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