Creating a List Using the List Builder - Step-by-Step Instructions
Downloadable Step-by-Step Instructions - Creating a List
Clickable Step-by-Step Instructions
Standard or Custom?
Standard lists use a configuration builder and use a fairly narrow group of tables and fields when defining logic and column output. For example, if you want to pull a company list and filter the list based on company fields, the standard list builder is a great place to start.
Custom lists use a SQL builder to join together any tables from your CaliberMind instance and then narrow down the records to those that match your inclusion criteria using a Where clause.
Data Type: Company, Campaign, or Person?
Company refers to companies or accounts that are exported from your system(s) of choice and then processed to eliminate data issues and normalize text fields.
Campaign refers to a combination of CRM campaigns, MAP activities, and other ad platform or web interactions that are grouped in CaliberMind under a virtual campaign.
Person refers to a combination of CRM lead and contact records and MAP person records that are then deduplicated and have certain text fields normalized.
Refresh Type: Dynamic or Static?
Dynamic lists are lists that will change each time you open the list. When you open the list, it pulls matching records based on your logic. Use this kind of list if you want the latest records excluded from your criteria to be taken off of your list when you use it or records included when they are updated to meet your criteria.
Static lists are a snapshot of the records that meet your criteria when you initially create the list. Use this kind of list if you want to create a snapshot of a segment to send to a marketing automation platform as a campaign list or an advertising tool to define a target list. Creating a static list will allow you to look at the list at any given point in time to understand who was targeted during the given campaign.
Use for Reporting?
Once your list has been created, you can open it by clicking on the list name and then select the Description tab. On the Description tab, you can choose whether or not to make the list available for reports (or filters on dashboards and reports):