The List Manager

Last updated Wednesday, September 21, 2016 in Sitecore Experience Platform for Marketer
Keywords: Messages, Contacts

In the List Manager, you can manage your Sitecore contacts in lists and create the lists of recipients for your email campaigns.

In the List Manager, you can use the Rule Set Editor to filter the contacts in a list so that it includes only a very specific segment. For example, you can filter the contacts based on their contact information or engagement value points. In this way, in the Email Experience Manager, you can create a message and target it to a specific segment of your customers who you think will find your particular message relevant.

You open the List Manager from the Launchpad:

All_LaunchPad_ListManager

List types

In the List Manager, there are two types of lists:

  • Contact list – a standard list that contacts can be members of. A contact can be a member of one or more contact lists.

    When you create a new contact list, you can use existing contact lists as building blocks for the new list that together make up a specific target group. For example, you can create a list called North America - Customers, from two existing contact lists: US - Customers and CA - Customers.

  • Segmented lists – a list that is a filtered list of one or more selected contact lists. The contacts in a Segmented list are not actually members of the list - they only appear in the list if they are in the list source (the selected contact lists) and they meet the conditions that you define.

    A segmented list updates continually when the contacts in the sources of the list meet the defined conditions.

    You can convert a segmented list to a new contact list. This allows you to take a "snapshot" of the segmented list and create a new contact list with the contacts that meet the defined conditions at the time of conversion.

List source

When you create a list in the List Manager, you can choose to create an empty contact list or you can choose a source of the list:

  • For Contact lists, a list source can be any existing contact list.
  • For Segmented lists, a list source can be all the Sitecore contacts or an existing contact list.

Note

Only Contact lists can be used as a list source. If you want to use a Segmented list as a list source, you must first convert the Segmented list to a Contact list.

Exclusions

It is also possible to exclude certain contact lists from your sources to modify the list source. This allows you to further shape your target group. For example, you can target the USA customers in a North America list, by excluding a Canada customers list.

You can also use exclusions for quality assurance purposes, for example to exclude unsubscribed customers.